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 limited time, typically for a sequence of operations before being unflagged, for example, a user could flag a number of documents from different libraries to share with a client in one single operation.
Viewing Flagged Documents
To see all documents that have been flagged by the active user, click on Flagged.
To flag or unflag a document, simply click on the flag icon next to the document in the search results. A Flagged Document will appear with a solid flag icon.
Favouriting Folders and Documents
Both Folders and documents can be favourited, allowing users convenient access to documents that are regularly used. These documents are typically kept as Favourites for an extended period. For short term marking of documents, consider flagging them ...
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). ...
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 ...
Adding Documents to Email
Attaching and Linking To Documents Explained When creating emails, users may want to add documents or links to documents that are saved in fileplan. Attaching a fileplan document to the email allows the user to insert a copy of the file directly into ...