Changing documents

In 4planning you can easily manage documents. You can rename or delete files to keep your document environment organised. This article explains how to change documents.

Step 1: Go to Documents

1. Log in to your 4planning environment.
2. Go to Documents in the left-hand menu.

Step 2: Open the right folder

Navigate to the folder the document is in.

• Choose the right folder.
• Only members with access to this folder can see the document.

Step 3: Change the document

1. Find the document you want to change.
2. Right-click the file.

You now see two options:

• Rename – Change the document's name.
• Delete – Remove the document from the folder.

Tips for effective use

• Use clear, recognisable file names.
• Delete old or duplicate documents.
• Keep folders organised.

Good to know

• Deleting cannot be undone.
• Access to documents is determined by groups.
• Changes are immediately visible to users with access.