Using the File Plan View

To view your organization’s file plan, expand the file plan node. You can then expand and collapse the term and file entries in the tree. Use this view to browse for documents or file documents in the file plan.

To browse for documents, expand the term and file entries to locate a file part.

To display the contents page, click a term or file part. For details, see Seeing the Contents of Items.

To file or reassign a document, find the document in a search results page, then select Change File Part from the More drop-down menu. You can then move the document to a file part.

To review a list of items that you have requested, and cancel requests for items, click the Current Requests link. For details, see Cancelling a Request.

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