Planned Filing

Your business creates and receives thousands of documents and emails every week. You need a fast and simple filing system that is logical both today and in years to come.

Planned and controlled – you decide the filing plan system and control any changes
Time tested filing – staff may come and go, your file plan remains consistent
Protect sensitive documents – control access to Folders containing restricted documents and email.

Apply simple concepts consistently

List-based filing ensures fileplan works the way you do. Create Lists for clients, jobs, projects, matters, assets, policies or any other purpose. Control who can make changes to the business filing system.

Create Libraries and Lists

Create the Libraries, Lists and Folder templates you need quickly and easily using terminology familiar to your team. With no limit on the number of Libraries, you can create one for each specific function in your business.

Familiar Folders

Folders make fileplan intuitive to use. Set up templates to ensure a consistent Folder tree is automatically generated each time a new client, project or matter is added. You can also add Folders individually.

Single point of truth

Information silos exist when individuals control access to information. fileplan helps you break down one of the biggest silos in any organisation – personal folders in email inboxes – to create a single point of truth for all your business information.

Document classification

fileplan automatically classifies every document as either Working, Email or Controlled. Document profiles contain over 40 data fields, making it easier to organise and find your documents when they’re needed.

Office Integration

fileplan integrates into Microsoft Word, Excel, PowerPoint and Outlook so documents and email can be captured without any extra burden on the user. Saving email against the right job or project has never been easier.