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 and then add any entries from related Lists. Once you are done, click Update.
Alternatively, when viewing the list in fileplan explorer view, click the + icon next to the list filter box. Complete the details of the new list item and click Update.
Deleting a List Item
Only Administrators can delete List Items. Select the List on the Lists page and then for the desired item, click Delete.
Note: Documents that exist in a Library that are assigned to this List Item will need to be moved to a different List Item before that List Item can be deleted.
Deleting a List
Deleting a List To delete a List, select the List from the Lists page, and then click Delete List. To proceed, click Delete List at the bottom of the screen. A List can only be deleted if it has never been used by any Libraries. Deletions cannot be ...
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 ...
What is a List?
Lists Explained Every business uses lists: customers, jobs, staff, assets, matters, policies, properties for example. fileplan allows Administrators to create Lists. Each item in a List must have a code and a description. The code can be anything ...
Favourite List Items
Make it simple to access the list items you use frequently by marking them as Favourites. To do this, browse to the desired Library. Select the required List Item and click on the star at the start of the row to mark it as a Favourite Item. A ...
Adding a Person
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. Person Fields First Name: The Person's first name. Last Name: The Person's surname. Display ...