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 limit to the number of documents that can be stored in each Library.
Libraries typically mirror the functions in your organisation. For example Project Documents, Tenders, Matter Documents, HR, Recruitment, Staff Files, Quality, Safety, etc. Each Library can use a List and folders to make filing more efficient, or folders only, without a List.
Newly created Libraries cannot be accessed by users until Access Control is granted to People and/or Teams. To access Libraries and all related functions, click Libraries.
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Library Columns
Columns 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 ...Library Fields
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 ...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 ...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 ...Why can't I see all the list items in this library?
If you are using a library organised by list items and find that not all the list items are displayed, there are two possible causes to look into. You are viewing favourite list items only Items in a list can be marked as favourites by clicking the ...