What is File Plan Designer? - What is File Plan Designer? - 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. - Perceptive Content - File Plan Designer - Perceptive-Content/File-Plan-Designer/Foundation-26.1/File-Plan-Designer-User-Help/File-Plan-Designer-User-Help/What-is-File-Plan-Designer - Foundation 26.1 - Foundation 26.1

File Plan Designer User Help

Platform
Perceptive Content
Product
File Plan Designer
Release
Foundation 26.1
License
ft:lastPublication
2026-04-16T22:34:30.454774
ft:locale
en-US

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.