Libraries with and Without List Items
fileplan administrators can create libraries to allow users to save their documents into logical groups based on functions within the organisation. Libraries can be created using Lists, for example a library of Matters organised by Clients. Browsing through a Library with a List will resemble the following:
A Library that does not use a List will instead only display the folders for that Library:
Creating a Library
To create a Library click Libraries, select the Library to edit then click Columns.
Creating a New List
Create a New List To create a List, click on Lists, and then Create. Enter a name for the List and click the button Create at the bottom of the page.
Fields Explained Whenever a document is saved into a Library, information about that document is also saved, such as the title of the document, the date it was saved and the file extension. Some of this information is automatically recorded, for ...
Columns Explained Whenever a document is saved into a Library, information about that document is also saved, such as the title of the document, the date it was saved, and the file extension. Some of this information is automatically recorded, for ...
fileplan for new users
This article is for all new fileplan users to ensure you have all the information you need to get started. Getting started with fileplan Before starting fileplan you should have received an email telling you that an account connected to your email ...
What is a Library?
Libraries Explained All documents are stored in Libraries. Libraries are the highest level building block of your fileplan filing system. Administrators can create and maintain Libraries and you can have as many Libraries as required. There is no ...