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 clicking the parent folder and choosing the option New Folder from the \/ menu. Enter the name of the folder and hit Enter.
Renaming a Folder
Folders can be renamed by clicking the folder then choosing Rename from the menu. Folder names at the same level cannot have duplicate names, just like Windows.
Deleting a Folder
Folders can be deleted by clicking the folder then choosing Delete Folder from the menu. Folders cannot be deleted if they contain documents. In this case, move the files to another folder, or delete the documents before deleting the folder.
Related Articles
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 ...Favouriting Folders and Documents
Both Folders and documents can be favourited, allowing users convenient access to documents that are regularly used. These documents are typically kept as Favourites for an extended period. For short term marking of documents, consider flagging them ...Restricting Access to Folders
Access Control for Folders Access Control is the means by which users can grant or restrict access to objects in fileplan. When permission is assigned to a folder, those permissions apply to all documents in that folder. Users who have been granted ...Deleting Documents
Deleting Documents Documents can be deleted by any user with permission to do so for the particular folder. To Delete any number of documents, ensure that the check boxes for the documents are ticked (1), select the Actions pane (2) and finally the ...Saving from Windows folders
Saving from Windows folders Files that already exist in Windows can be added to Libraries in fileplan directly from Windows Explorer. To begin this process, right-click on the files in Windows Explorer and select the option Send to > SendTo ...