Checking Out Explained
Like library books, documents can be checked in and checked out. Once a user has Checked Out a document, that document cannot be edited by anyone else until it is Checked In by that user. The document is still available for viewing while Checked Out.
Checking Out a Document
To Check Out any number of documents, ensure that the check boxes for the documents are ticked (1), select the Actions pane (2) and finally the option Check Out (3). The documents will now be read only for all other users who open these documents and marked within fileplan as being Checked Out.
Viewing your Checked Out Documents
To see which documents checked out by the active user, click on Checked Out.
Checking In a Document
Checking In Explained Once a user has finished working with a document that they have Checked Out, it can be Checked In again, allowing it to be edited by other users. Checking In a Document To Check In a document, ensure that the check box for the ...
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 ...
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). ...
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 ...
Why Share Files? Sharing files allows anyone to access a set of files, even those people without access to fileplan. Access to these files can be granted for a specified period or indefinitely. To share documents, users first select a number of ...