Adding Documents
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).
Users will then be presented with the facility to upload one or more files. Drag and drop files from your computer to the section in the middle of the page, or click in this section to browse to a location for the files. Once the files appear, click the button Add Documents. The files will be uploaded to the current folder.
The files will then be added to to fileplan and the folder updated to show the new documents.
Related Articles
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 ...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 ...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 ...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 ...