Make it simple to access the list items you use frequently by marking them as Favourites.
To do this, browse to the desired Library.
Select the required List Item and click on the star at the start of the row to mark it as a Favourite Item. A solid blue star indicates Favourite items.
Filtering List Items
Once you have selected some List Items as Favourites, you will be able to find them quickly by applying the Favourites filter to that Library.
To do this, click the star next to the Filter Box. Only List Items you have marked as Favourites will be displayed.
If you have marked Favourite List Items that do not appear when the filter is applied, click the refresh icon to the right of the Library name.
Why can't I see all the list items in this library?
If you are using a library organised by list items and find that not all the list items are displayed, there are two possible causes to look into. You are viewing favourite list items only Items in a list can be marked as favourites by clicking the ...
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 ...