Browse File Plan

File Plan or Record Plan is tool for organizing the records of the organization. It helps user to easily locate, store and dispose records. In the File Plan, you can see the properties of each records such as

1. Name
2. Title
3. Creator
4. Creation Date
5. Size
6. Modifier
7. Modified Date

Also in the File Plan, users can take certain actions for the records like

1. Download the File - Users can download the record on their device.

2. Edit the Metadata - Users can update the properties of the record.

3. Move to other Location - Users can transfer the record to another file plan within the system.

4. Copy the file - Users can copy the record within the system.

5. Delete the file - Users can remove the record within the system.

6. Manage Permissions - Users can control the user or group of the record and add roles on the user or group.

7. View Audit Log - Users can track the footprints of the records.

8. Manage Rules - Users can control the rules set on the record.

9. Retention Schedule - Users can set the retention schedule of the record.

10. Classify - User can set the source name, origination organization and publication date. Also, user can apply the type of security classification on the record.

Pre-Requisites to access File Plan:

1. User has an account in DigiWorks Enterprise.
2. User logged in successfully in the system.

Follow these steps to access the File Plan:

1. Go to

2. Click