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 example the user who saved it and the date. Other information like the Document Type, Notes on the document or its Category can be modified by users. All of this information can be viewed as Columns in the search results.
Adding Columns to a Library
To change the Columns that are visible in search results for documents in a Library, click Libraries, select the Library to edit then click Columns. Columns that do not appear in the search results can be seen in the Available Fields box and those that do appear in the search results are in the Included Fields box. To change which Columns appear in the search results for this Library, select a Column from one of these boxes and drag it to the other in the order in which you would like it to appear. When happy with your selections, click Save.
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 ...
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 ...
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 ...
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 ...
Restricting Access to a Library
Restricting Access to a Library To change the permissions for access to a Library click Libraries, select the Library to edit then click Access Control. To add a Team's access to a Library, enter the name of the Team at (1) and click Add Team. Once ...