Documents

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 deleting
• Document templates
• Report export templates

Go To

• Feature Description