Documents: Difference between revisions
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{{#seo: | |||
|title=Documents | |||
|titlemode=append | |||
|keywords=planfix, Documents, files | |||
|description=Documents | |||
}} | |||
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: | ||
Documents located in [[projects]], [[directories]], or [[contacts]] are conveniently grouped together. | |||
Documents located in projects, directories, or contacts are conveniently grouped together. | |||
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]] | ||
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== Go To == | == Go To == | ||
*[[Feature Description]] | *[[Feature Description]] | ||
*[[Planfix]] | |||
Latest revision as of 09:44, 29 August 2025
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