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.
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
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Adding, deleting and renaming Folders
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Flagged Documents Explained Like Favourites, a Flagged Document is one that has been marked so that it can be easily located by the user who flagged it at some later time. Unlike Favourites, Flagged Documents are only intended to be flagged for a ...