Creating a new Library
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 ...
What is a List?
Lists Explained Every business uses lists: customers, jobs, staff, assets, matters, policies, properties for example. fileplan allows Administrators to create Lists. Each item in a List must have a code and a description. The code can be anything ...
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 ...
List Settings Editing List Settings allow you to change the following: The name of the List The name of the Code and Description Columns The other Lists that relate to this List To change a List's settings, select the list from the Lists page, and ...
Viewing List Columns The List Columns determine how information in the List and its related Lists is displayed in the view of Libraries on the fileplan Explorer screen as seen below. Editing List Columns To change a List's settings, select the ...