Documents: Difference between revisions
From Planfix
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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. | ||
Revision as of 19:41, 3 May 2021
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