Adding a Person
To create a Person, click on People, and then Add Person. Enter the required details in the dialog that appears and then click Update.
First Name: The Person's first name.
Last Name: The Person's surname.
Display Name: The name that is used within fileplan to represent this Person. This field is mandatory.
Phone: The person's phone number.
Organisation: The Organisation that this user is a member of, if any.
Email Address: The email address that is used by the Person. This address will be used to send messages to the Person. This field is mandatory.
Username: This field is used internally by fileplan to refer to this Person, and cannot be set directly.
Culture: The language and culture for this Person.
Role: The user role for this Person, one of Non-User, Guest, User, Administrator or Instance Administrator.
Can Edit List Values: This allows the user to make changes to the values of List Items in Lists.
Teams: A Person can be a member of one or more Teams, which are used to control access to Libraries and documents.
Deleting a Person
Deleting a Person People can be deleted, but only if no documents have that Person assigned to any field, for example as the Next Reviewer or the Author. To delete a Person, select the Person on the People page and then click the corresponding button ...
Adding, deleting and renaming Folders
Folders Explained Folders in fileplan, work much the same way as Windows folders. Folders can be added, modified and deleted by users with sufficient access to the Library. Adding New Folders Folders can be added under an existing folder by ...
Adding and Deleting a List item
Adding a List Item Any user that has been given permission can add new List Items to a List. There are two ways to do this. Select the List on the Lists page and then click the button Add List Item. Type the values for the code and the description ...
How to Add Documents Existing files no larger than 100 MB can be added to libraries in fileplan through the Web interface. To add documents this way, select a Library and the Folder where the documents will be uploaded. Then click Add Documents (1). ...
Adding Documents to Email
Attaching and Linking To Documents Explained When creating emails, users may want to add documents or links to documents that are saved in fileplan. Attaching a fileplan document to the email allows the user to insert a copy of the file directly into ...