Working with Lists and Folders
Restricting Access to Folders
Access Control for Folders Access Control is the means by which users can grant or restrict access to objects in fileplan. When permission is assigned to a folder, those permissions apply to all documents in that folder. Users who have been granted ...
Adding, deleting and renaming Folders
Folders Explained Folders in fileplan, work much the same way as Windows folders. Folders can be added, modified and deleted by users with sufficient access to the Library. Adding New Folders Folders can be added under an existing folder by ...
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 ...
Adding and Deleting a List item
Adding a List Item Any user that has been given permission can add new List Items to a List. There are two ways to do this. Select the List on the Lists page and then click the button Add List Item. Type the values for the code and the description ...
Lists Explained
Every business uses lists: customers, jobs, staff, assets, matters, policies, properties for example. fileplan allows Administrators to create Lists. Lists can be used within a Library to organise the folders and documents it contains. For example, a ...