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 meaningful to you but codes cannot be repeated within a List. Once a List is created, List Items can be added by any nominated user.
You can have any number of Lists. Lists can also be related together. For example, Clients can be related to Matters allowing each Matter to be associated with one (or more) Clients.
How Lists Are Used
fileplan allows you to file your documents by List Item. To make this easier, you can create folders under each List Item to organise your documents.
For example let's say you are a law firm. In Lists, create a new Matter called "Ball v SilverTop", and you can start saving email and documents against this Matter immediately.
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 ...
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.
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 ...