Documents: Difference between revisions
From Planfix
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All of the documents added to Planfix using any of the available methods can be found in the Documents section: | All of the documents added to Planfix using any of the available methods can be found in the Documents section: | ||
https://s.pfx.so/pf/d0/7mZyLi.png | https://s.pfx.so/pf/d0/7mZyLi.png | ||
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All other documents are in the Documents without a project folder. | All other documents are in the Documents without a project folder. | ||
*[[Section structure]] | *[[Section structure]] | ||
*[[Uploading documents]] | *[[Uploading documents]] | ||
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*[[Maintaining document versions]] | *[[Maintaining document versions]] | ||
*[[Quick document search]] | *[[Quick document search]] | ||
*[[Bulk document | *[[Bulk document deletion]] | ||
*[[Document templates]] | *[[Document templates]] | ||
*[[Report export templates]] | *[[Report export templates]] | ||
Latest revision as of 08:42, 8 December 2023
All of the documents added to Planfix using any of the available methods can be found in the Documents section:
Documents located in projects, directories, or contacts are conveniently grouped together.
All other documents are in the Documents without a project folder.
- Section structure
- Uploading documents
- Downloading documents
- Creating folders
- Actions with documents
- Online document editing
- Editing documents on your local device
- Maintaining document versions
- Quick document search
- Bulk document deletion
- Document templates
- Report export templates