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 option Delete (3).
Viewing Deleted Documents
Documents that have been deleted are not fully removed from fileplan until they are purged by an Administrator. To view the documents that have been deleted by the active user, click on Deleted, then My Deleted Documents. Users who are administrators will be able to view documents deleted by all users by selecting All Deleted Documents.
Users who are administrators are able to recover documents that have been deleted. To Undelete any number of documents, ensure that the check boxes for the documents are ticked (1), select the Actions pane (2) and finally the option Undelete (3).
Emptying and Deleting Libraries
Emptying a Library Emptying a Library is the act of deleting all documents in a Library. To do this, click on Libraries, select the Library to empty and then click the button Empty Library. To confirm the operation, click the button Empty Library at ...
Deleting a Person
Deleting a Person People can be deleted, but only if no documents have that Person assigned to any field, for example as the Next Reviewer or the Author. To delete a Person, select the Person on the People page and then click the corresponding button ...
Adding, deleting and renaming Folders
Folders Explained Folders in fileplan, work much the same way as Windows folders. Folders can be added, modified and deleted by users with sufficient access to the Library. Adding New Folders Folders can be added under an existing folder by ...
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 ...
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). ...