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Fileplan for new users. Fileplan for new users. Saving in Microsoft Word, Excel and Outlook. Saving from Windows folders. Showing the document Title and ID in your document. Viewing and Using Documents. Favouriting Folders and Documents. See all 14 articles. Viewing My Document Shares. Working with Lists and Folders. Adding and Deleting a List item. Adding, deleting and renaming Folders. Restricting Access to Folders. Adding Documents to Email. What is a Library? Emptying and Deleting Libraries.

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fileplan | help.fileplan.com Reviews
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Fileplan for new users. Fileplan for new users. Saving in Microsoft Word, Excel and Outlook. Saving from Windows folders. Showing the document Title and ID in your document. Viewing and Using Documents. Favouriting Folders and Documents. See all 14 articles. Viewing My Document Shares. Working with Lists and Folders. Adding and Deleting a List item. Adding, deleting and renaming Folders. Restricting Access to Folders. Adding Documents to Email. What is a Library? Emptying and Deleting Libraries.
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1 submit a request
2 for users
3 saving documents
4 adding documents
5 working with documents
6 setting document properties
7 navigating around fileplan
8 flagging documents
9 sharing documents
10 following list items
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submit a request,for users,saving documents,adding documents,working with documents,setting document properties,navigating around fileplan,flagging documents,sharing documents,following list items,working with outlook,saving email,saving attachments,faqs
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fileplan | help.fileplan.com Reviews

https://help.fileplan.com

Fileplan for new users. Fileplan for new users. Saving in Microsoft Word, Excel and Outlook. Saving from Windows folders. Showing the document Title and ID in your document. Viewing and Using Documents. Favouriting Folders and Documents. See all 14 articles. Viewing My Document Shares. Working with Lists and Folders. Adding and Deleting a List item. Adding, deleting and renaming Folders. Restricting Access to Folders. Adding Documents to Email. What is a Library? Emptying and Deleting Libraries.

INTERNAL PAGES

help.fileplan.com help.fileplan.com
1

Navigating around fileplan – fileplan

http://help.fileplan.com/hc/en-us/articles/203110584-Navigating-around-fileplan

February 16, 2016 06:15. 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 presented below. A description for each section is provided according to the number in the above diagram. To upload new documents into fileplan. 4) After these searches is section that presents a list of Libraries that this user has access to. Pane are available he...

2

Working with Documents – fileplan

http://help.fileplan.com/hc/en-us/sections/200627754-Working-with-Documents

New articles and comments. Showing the document Title and ID in your document. Viewing and Using Documents. Favouriting Folders and Documents. Copying and Moving Documents. Replacing a Document File. Checking In a Document. Cancelling a Check Out. Working with Paste Linked Content.

3

fileplan

http://help.fileplan.com/hc/en-us/requests/new

Please enter the details of your request. A member of our support staff will respond as soon as possible. Or drop files here.

4

Adding Documents – fileplan

http://help.fileplan.com/hc/en-us/articles/203110574-Adding-Documents

September 07, 2015 23:28. 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. The files will be uploaded to the current folder. The files will then be added to to fileplan and the folder updated to show the new documents. Was this article helpful? 0 out of 0 found this helpful. Working with Version Control.

5

Saving from Windows folders – fileplan

http://help.fileplan.com/hc/en-us/articles/203335750-Saving-from-Windows-folders

Saving from Windows folders. August 04, 2015 12:37. 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 fileplan. The user will be presented with the Save Dialog which allows the user to choose the folder location where the documents will be saved and the Field information to be assigned to the document. 5) The user can...

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Secure Access to business documents

http://www.fileplan.com/secure-access

Nothing is more important than the security and integrity of your documents and email. fileplan addresses the issues of uncontrolled sharing of documents with a simple, robust system running on one of the most secure cloud platforms available, Amazon Web Services. Easily restrict access to teams or individual users right down to the Folder level. Different teams can access different jobs or projects in the same Library. Different teams can even work on different Folders in the same job or project. Runnin...

fileplan.com fileplan.com

Self-service for fast implementation | fileplan

http://www.fileplan.com/features/self-service

Fileplan makes transforming your business from its current filing challenges to a new state of organisation as fast and pain free as possible. Staff adopt fileplan quickly with little training required. With no hardware to buy or server software to install, fileplan can be implemented in a day. Leverage our Blueprints and all the tools available in the support community to get up and running quickly. Need ideas for the best way to configure a Library?

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About Us | fileplan

http://www.fileplan.com/about-us

We help teams apply simple, common sense principles to organise and control their documents with software that is quick to implement and simple to use. Radix Software Pty Ltd is Australian owned and operated, based in Brisbane. Our products are used by a diverse range of organisations including law firms, engineers, mining companies, manufacturers, and government authorities. Radix Software Pty Ltd. Level 1, 12 Railway Terrace. 1300 725 088 61-7-3177 9297. Our local time is currently:. 35 010 955 156.

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Blog | fileplan

http://www.fileplan.com/blog

Enablement is the key to happier, more productive teams. Business hours are precious. Making the most of them is critical. Poor tools, organisational obstacles and convoluted processes frustrate employees, time is lost and productivity suffers. And that's a problem no amount of after-work pizzas, break-room foosball. Or high-tech nap-pods will be able to fix. Is email management the elephant in your (board)room? While t he look and underlying technology. Reviewers awarded a score of. Imagine this.you...

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Simple document management | fileplan

http://www.fileplan.com/features/simple-document-management

In business you rely on documents and email to get your job done every day. You need to organise these resources to work efficiently today, as well as for the years to come. fileplan gives your business the confidence of consistent, planned filing combined with document control and collaboration. Keep the documents you need at your fingertips. Manage the full lifecycle of controlled documents. See all email and documents together in a single view. Important functions, no fuss. Fileplan provides a planned...

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Control versions | fileplan

http://www.fileplan.com/features/control-versions

Some documents are long-lived and must be carefully controlled, particularly when they document your company's contractual obligations, or ISO certified policies and procedures. fileplan manages the lifecycle of every controlled document. Simple version control eliminates accidental duplication. Authors create and edit drafts, approvers authorise publication and readers see only published documents. Fileplan provides the toolbox for your Quality Assurance system. Every document and email stored in filepl...

fileplan.com fileplan.com

Keep on top of documents with planned filing | fileplan

http://www.fileplan.com/features/planned-filing

Your business creates and receives thousands of documents and emails every week. You need a fast and simple filing system that is logical both today and in years to come. You decide the filing plan system and control any changes. Staff may come and go, your file plan remains consistent. Control access to Folders containing restricted documents and email. Apply simple concepts consistently. Create Libraries and Lists. Single point of truth. Fileplan automatically classifies every document as either Workin...

fileplan.com fileplan.com

Acceptable Use Policy | fileplan

http://www.fileplan.com/acceptable-use-policy

Activities that compromise the integrity of our system or are injurious to the smooth running of the Services are prohibited. You must agree not to. Probe, scan, or test the vulnerability of any system or network that hosts the Services;. Tamper, reverse-engineer, attempt to derive the source code or hack the Services;. Circumvent or attempt to breach any security or authentication measures to gain unauthorized access to the Services, related systems, networks or data;. In such a way that restricts, inhi...

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Give your team remote access to documents | fileplan

http://www.fileplan.com/features/access-anywhere

Busy teams need to be able to find the documents they need quickly, without sorting through unnecessary duplicates or working out which is the latest version. fileplan supports the remote access your team needs to collaborate effectively wherever they are, without losing control of project documents. Reduce time wasted searching for documents, wherever you are. Documents can be shared with time limited access and detailed auditing.

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Pricing | fileplan

http://www.fileplan.com/pricing

Every feature included in one simple monthly price. Drag the slider to begin calculating your monthly price. People in your company, please contact us. Per month will get back the time lost in searching for documents. AUD per month ex-GST. Start with a 30-day free trial. NO credit card required! A fileplan subscription includes:. Planned filing and document control. Desktop and tablet compatibility. Windows app for MS Office integration. 999% uptime and 24/7 monitoring. We'd like to help. A guest user ca...

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Fileplan for new users. Fileplan for new users. Saving in Microsoft Word, Excel and Outlook. Saving from Windows folders. Showing the document Title and ID in your document. Viewing and Using Documents. Favouriting Folders and Documents. See all 14 articles. Viewing My Document Shares. Working with Lists and Folders. Adding and Deleting a List item. Adding, deleting and renaming Folders. Restricting Access to Folders. Adding Documents to Email. What is a Library? Emptying and Deleting Libraries.

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