In this section:

Using the File Plan

Using File Plan, you can do the following:

• View workspaces, folders, and records: Select the:

  • Library to view clients

  • Client to view workspaces.

  • Workspace to view folders

  • Folder to view sub-folders or records

• View timelines: View timelines for workspaces, folders, sub-folders, or records by selecting the kebab menu and then selecting Timeline next to the workspace, folder, sub-folder, or record. The Timeline dialog is displayed. For more information about timelines, refer to Viewing timeline entries.

• View properties: View properties for workspaces, folders, sub-folders, or records by selecting the kebab menu and then selecting Properties next to the workspace, folder, sub-folder, or record. Alternatively, select the workspace, folder, sub-folder, or record name. The Properties pane is displayed.

  To close the Properties pane, select the name of the workspace, folder, sub-folder, or record for which you're viewing the properties. Alternatively, you can also select the kebab menu and then select Properties to close the Properties pane.

  • View holds: View holds that are applied to workspaces, folders, or sub-folders by selecting the kebab menu and then selecting Properties. In the Properties panel that's displayed, select Holds to view all the holds that are applied for the selected workspace, folders, sub-folder, or record.

• Apply holds: Apply holds to workspaces, folders, or sub-folders by selecting the kebab menu and then selecting Apply Hold next to the workspace, folder, or sub-folder. In the Apply Hold dialog that displays, select the holds you want to apply and then select Apply. The hold or holds are applied to the selected workspace, folder, sub-folder, or record.

  You can also select multiple workspaces, folders, or sub-folders and apply holds to selected items in bulk.

• Remove holds: Remove holds applied to workspaces, folders, or sub-folders, by selecting the kebab menu and then selecting Properties. In the Properties panel that's displayed, select Holds to view all the holds that are applied for the selected workspace, folders, sub-folder, or record. Select next to the hold you want to remove. Select Yes to confirm the deletion. The selected hold is removed from the workspace, folders, sub-folders, or record.

• Apply schedules: Apply schedules by selecting the kebab menu and then selecting Apply to schedule next to the workspace, folder, or sub-folder. Select the schedule you want to apply. The schedule is applied to the selected workspace, folder, sub-folder, or record and is displayed in the Schedule column in File Plan.

  You can also select multiple workspaces, folders, or sub-folders, and apply schedules to selected items in bulk.

• Remove schedules: Remove a schedule by selecting the kebab menu and then selecting Remove from schedule next to the workspace, folder, or sub-folder. The schedule is removed from the selected workspace, folder, or sub-folder.

• Search for records: Use the search option available in the File Plan to search for workspaces, folders, sub-folders, or records. You can search for workspaces, folders, sub-folders, or records by name or ID.

Viewing client and workspace details

• Client name and client ID are both displayed in the header when Records Managers and Reviewers access the client.

  Figure: Client name and ID in the header

  

• Workspace name and workspace ID are both displayed in the header when Records Managers and Reviewers access workspaces.

  Figure: Workspace name and ID in the header

  

Viewing tooltips

When users hover over:

• A library, the tooltip displays Library.

  Figure: Tooltip for library

  

• A client, the tooltip displays Client.

  Figure: Tooltip for client

  

• A workspace, the tooltip displays Matter.

  Figure: Tooltip for workspace

  

• A empty workspace, the tooltip says Empty Matter.

  Figure: Tooltip for empty workspace

  

• A folder that contains files, the tooltip displays Folder Containing items.

  Figure: Tooltip for folder containing items

  

• A empty folder, the tooltip displays Empty Folder.

  Figure: Tooltip for empty folder

  

• A lock icon, the tooltip displays Hold.

  Figure: Tooltip for hold