Cancelling your Subscription
The Instance Administrator for your fileplan account can cancel the subscription at any time. Cancelling an account can only be done through the fileplan app - a phone or email request is not considered cancellation.
Export any documents you wish to retain out of fileplan before proceeding. To cancel your subscription:
- Click the caret alongside your username in the top right of the screen when logged into fileplan and select "Account".
- Click the orange "Manage Account" button. This will bring up all your billing and account information.
- Scroll to the bottom and click "Cancel this Subscription".
You can request access to your data for up to 30 days following cancellation of your account.
Cancelling a Check Out
Cancelling a Check Out The document Check Out process can be cancelled without the need to check the document in. To Cancel the Check Out for any number of documents, ensure that the check boxes for the documents are ticked (1), select the ...
Activating a Trial Subscription
fileplan subscriptions start life as a 30 day trial with no credit card required. After 30 days, if no action is taken, the trial will expire and the subscription will be suspended pending deletion. If your trial has expired and you would still ...
Re-activating a Suspended Trial Subscription
A fileplan trial subscription will become suspended if no payment details are entered at the end of a trial. An active subscription will also be suspended if a credit card payment fails multiple times. A suspended subscription can be reactivated ...
How can I add users to our fileplan?
Administrators can add users at any time to your fileplan instance by clicking on the People button on the top blue bar. Adding a user to fileplan On the People page, click the Add Person button and fill in all the details to create the user. The ...
13 March 2016 - Web App Updated
Version 1.3 of the fileplan web application went live on 13 March 2016 for all users. This is a minor release with a number of bug fixes and two improvements. There is no need for additional actions, just log in to access the new features. We ...