Working with Documents
Working with Paste Linked Content
Linked Content Explained The Microsoft Office suite and other applications allow a file or content from one document to be copy and pasted inside another document. For example, part of a Microsoft Excel spreadsheet can be copied and pasted into a ...
Deleting Documents
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 ...
Cancelling a Check Out
Cancelling a Check Out The document Check Out process can be cancelled without the need to check the document in. To Cancel the Check Out for any number of documents, ensure that the check boxes for the documents are ticked (1), select the ...
Checking In a Document
Checking In Explained Once a user has finished working with a document that they have Checked Out, it can be Checked In again, allowing it to be edited by other users. Checking In a Document To Check In a document, ensure that the check box for the ...
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 ...
Changing Document Details
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 ...
Replacing a Document File
Replacing a Document File Sometimes a user will want to overwrite an existing document in fileplan with a new file. This happens most commonly when users have been working on a downloaded copy of a document that already exists in fileplan and can ...
Copying and Moving Documents
Copying and Moving Documents Documents in fileplan can be moved from folder to folder within the same library or even different libraries. Libraries are configured to store information about documents like the the Document Date or the Person ...
Flagging Documents
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 ...
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 ...
Showing the document Title and ID in your document
Document Titles and IDs Document titles and IDs can be inserted into a Microsoft Office document so that users can identify it easily. This can be achieved by using built in functions within Microsoft Office to add elements to either the header or ...
Navigating around fileplan
Navigating around fileplan When a user logs in to fileplan they are presented with a screen which can be used to upload documents, perform searches and perform operations on these documents. A typical example of what this page might look like is ...
Working with Linked Documents in Windows
Linked Documents Explained The Microsoft Office suite and other applications allow users to directly refer to an external file from within a document. Once this is done, users can click on a link to open the other file. As an example of this ...
Setting Document Properties
Document Properties Explained Information about Office documents that have been saved in fileplan can be embedded within the documents themselves. Some of this information is always available, for example, steps to display the title can be seen in ...