Documents: Difference between revisions
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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 | |||
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]] | |||
== Go To == | == Go To == | ||
*[[Feature Description]] | *[[Feature Description]] | ||
*[[Planfix]] | |||
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