Documents: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 1: | Line 1: | ||
{{#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. | ||
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