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 ...
Deleting a List
Deleting a List To delete a List, select the List from the Lists page, and then click Delete List. To proceed, click Delete List at the bottom of the screen. A List can only be deleted if it has never been used by any Libraries. Deletions cannot be ...
Creating a New List
Create a New List To create a List, click on Lists, and then Create. Enter a name for the List and click the button Create at the bottom of the page.
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 ...
Favourite List Items
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 ...