Every business uses lists: customers, jobs, staff, assets, matters, policies, properties for example.
fileplan allows Administrators to create Lists. Lists can be used within a Library to organise the folders and documents it contains. For example, a Library "Clients" may be organised by a List of client names, with the same set of folders created for each list item.
Learn more about Lists in the article What is a List?
As a user, you can filter documents in a Library by List Item, select frequently used list items as Favourites for quick access and, if authorised on your People profile, add or delete List Items.
To filter a Library by List Items, simply click in the Filter Box and begin typing. Only the List Items matching your filter will be displayed.
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 ...
Roles Explained There are five different types of Person, or Roles, each of which provides different levels of access to documents and functions within fileplan. These are assigned to a Person when it is created or can be edited later. ...
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 ...
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.
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 ...