Saving Documents
Saving from Windows folders
Saving from Windows folders Files that already exist in Windows can be added to Libraries in fileplan directly from Windows Explorer. To begin this process, right-click on the files in Windows Explorer and select the option Send to > SendTo ...
Saving in Microsoft Word, Excel and Outlook
Saving in Microsoft Word and Excel and Outlook You can save documents straight to fileplan from Microsoft Office applications including Microsoft Word, Excel and Outlook. Note the fileplan Windows client must be installed to enable the fileplan ...
Adding Documents
How to Add Documents Existing files no larger than 100 MB can be added to libraries in fileplan through the Web interface. To add documents this way, select a Library and the Folder where the documents will be uploaded. Then click Add Documents (1). ...
How to Import Documents
What is the fileplan Importer? The fileplan Importer allows users to copy documents from Windows into fileplan, specifying the library and the best method to import the files. Users are also able to save the configuration of these imports so the ...