You are here

Opening the File Plan

You can use the File Plan to manage, view, and work with records.
  1. Click File Plan in the Records Management site.

    The records list takes up most of the File Plan main page. You can filter the records list and navigate the File Plan using the explorer panel down the left side of the page.

  2. Use the Options menu to select how you want to view the library content, and the sorting options to sort records.
Note: It's recommended that you use the File Plan for Records Management actions rather than going through the repository.

Sending feedback to the Alfresco documentation team

You don't appear to have JavaScript enabled in your browser. With JavaScript enabled, you can provide feedback to us using our simple form. Here are some instructions on how to enable JavaScript in your web browser.