Viewing and Using Documents
Working with Documents
Documents viewed through the fileplan Web interface can be accessed on the user's local machine in a number of ways. These functions appear at the top of the search results at (1).
Downloading a Document
Users may wish to access a downloaded copy of a document. This option is also useful for users who do not have access to the fileplan Windows Client program. To download a document, ensure that it is highlighted and click on Download. Note, this download is only a copy, so to update the document within fileplan the file will need to be replaced using the Replace File function.
Opening a Document
If the user is logged in to the fileplan Windows Client program then the user will be able to open the document directly from the Web interface. To do this, ensure that a document is highlighted and click on Open.
Creating a New Document
If the user is logged in to the fileplan Windows Client program then the user will be able to create a new document using the existing document as a template. To do this, ensure that a document is highlighted and click on New.
Viewing My Document Shares
Viewing Shared Documents To view information about the documents you have shared, click on the drop down arrow next to the person icon in the top right of the page and choose the option My Shared Documents. Each Document Share that this user has ...
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 ...
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 ...
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 ...
Checking Out Documents
Checking Out Explained Like library books, documents can be checked in and checked out. Once a user has Checked Out a document, that document cannot be edited by anyone else until it is Checked In by that user. The document is still available for ...