What is File Plan Designer? - File Plan Designer - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/File-Plan-Designer/Foundation-24.1/File-Plan-Designer/File-Plan-Designer-User-Help/What-is-File-Plan-Designer - 2024-04-02 - Perceptive Content File Plan Designer creates and manages your file plans. As you create file plans, = File Plan Designer displays an organizational structured view of your record categories and record folders and provides the ability to add or remove elements from that structured view.

File Plan Designer

Platform
Perceptive Content
Product
File Plan Designer
Release
Foundation 24.1
License

Perceptive Content File Plan Designer creates and manages your file plans. As you create file plans, = File Plan Designer displays an organizational structured view of your record categories and record folders and provides the ability to add or remove elements from that structured view.

Depending on the element you select in the file plan hierarchical structure, only the appropriate elements (record categories or record folders) are available. You develop each element of the file plan in context.