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Fileplan Review

Fileplan
Our score: 8.0 User satisfaction: 100%

What is Fileplan?

Fileplan is a cloud-hosted content management platform that effectively addresses the needs and demands of small to medium-sized businesses as well as departments within larger enterprises. This system is aimed towards businesses and teams that are on the lookout for an infrastructure to help organize and manage company documents.

Fileplan comes with a robust set of document management functionalities, which includes planned filing, document control, and audited collaboration. As Fileplan is a cloud-based system, users can access it from just about anywhere  and implementation can take less than an hour. Data and files that are transferred using the platform are secured with SSL encryption.

Fileplan has proven to be a viable document management solution for businesses that operate in a variety of industries, including B2B and B2C enterprises. Users can save emails from Outlook and share them through Fileplan. Teams collaborating on projects have a unified view of all emails and documents related to their projects.

Overview of Fileplan Benefits

Many businesses, if not all, heavily rely on their documents as well as email, to help get the job done. Fileplan gives businesses a reliable document management platform that solves all woes with regards to document storage, filing, and control among others. The system gives users the confidence that stems from consistent, planned filing that is integrated with document control and collaboration. Fileplan handles email as any other business document, which translates to a centralized location to search, which then results in a better informed, collaborative team.

Fileplan allows busy teams to immediately find documents quickly and effectively without going through unnecessary duplicates or looking for the latest version. The platform also makes document control a breeze. Fileplan helps businesses manage the the lifecycle of every controlled document, specifically documents that contain contractual obligations, or ISO certified policies and procedures.

Fileplan also eliminates uncontrolled document sharing with a simple, robust system running on one of the most secure cloud platforms available. While most file sync and share applications create duplicates of your documents, Fileplan does not. The system ensures that there are no multiple copies of your business documents in the hands of users of personal devices (that you have no access to). This functionality drastically diminishes the risk of valuable business intelligence walking out the door when staff leave.

Simply put, Fileplan makes document management painless, fast, and secure for your business. The platform also makes the transition from traditional document management methods to a more innovative and modern organization quick and pain free.

Overview of Fileplan Features

  • Simple Document Management
  • Planned Filing
  • Control Versions
  • Access Anywhere
  • Secure Access
  • Self-service Implementation

What Problems Will Fileplan Solve?

A. Finding the information needed to provide great customer service is a long and frustrating process.

When everyone adopts their own approach to filing documents, the result is needless duplication and no single source of truth for customer information. When disputes arise, or new staff come on board, piecing together the history of interaction with a customer can involve trying to make use of the limited search tools available in Microsoft Windows and attempting to access archived email inboxes.

By storing emails and documents together in a single collection, organised by libraries, lists, and folders, Fileplan provides that single source of truth, with search capabilities to pinpoint relevant information.

Features: Fileplan Windows Client, Search

B. Standards certification requires a document control procedure

Document control is a mandatory requirement of certification by the International Organization for Standards to ensure that staff are always working from the correct version of quality assurance procedures. Compliance requires that the business ensures all published documents are approved, reviewed, and updated as required, available and accessible where needed and that obsolete documents are withdrawn.

Controlled documents in Fileplan follow a structured review and approval workflow, and share options can ensure only the latest, approved version is available for use. Controlled version numbering and various document fields can be used to provide an audit history to monitor changes in the document over time.

Features: Document control

C. Share documents securely outside the business

A firm bidding for a large project will have many documents to be shared with their client over the course of the tender. Being quick, easy, and familiar, many staff will use their file sync and sharing application account. This is a risk for the business on a number of fronts:

  • multiple copies of the document are created outside the firm’s control;
  • the firm cannot confirm that although sent the documents were actually received and opened;
  • documents exchanged may not always be saved back into corporate systems. When individuals leave the organisation, the business is effectively locked out of any documentation residing in personal accounts.

Fileplan supports guest users who can be granted read-only access to documents, folders, or library groups. The file sharing capabilities still allow easy sharing via email, however recipients are sent a link to the document within the Fileplan system, rather than making their own copy. Use of share links can be audited to show when and how often the recipient accessed the file, and can be set to expire after a designated period of time.

Features: Guest users, File Sharing

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Fileplan Position In Our Categories

Knowing that businesses have distinctive business wants, it is only prudent that they abstain from seeking a one-size-fits-all, “perfect” business application. Regardless, it is futile to discover such a software solution even among branded software systems.
The better thing to undertake is to tabulate the various essential factors which merit deliberation such as major features, price terms, technical skill aptitude of the users, company size, etc. Next, you should conduct the research systematically. Go over some of these Fileplan review articles and explore each of the software products in your shortlist more closely. Such comprehensive research can make sure you circumvent poorly fit software solutions and subscribe to the one which has all the aspects your business requires.

Position of Fileplan in our main categories:

TOP 200

Fileplan is one of the top 200 Collaboration Software products

Fileplan is also listed in the following subcategories:

There are well-liked and widely used solutions in each software category. But are they necessarily the best fit for your company’s special needs? A market-leading software product may have thousands of users, but does it provide what you require? For this reason, do not blindly shell out for popular systems. Read at least a few Fileplan Document Management Software reviews and mull over the aspects that you want in the software such as the price, main functionality, available integrations etc. Then, choose a few apps that fit your needs. Check out the free trials of these products, read online comments, get explanations from the vendor, and do your investigation thoroughly. This exhaustive groundwork is sure to help you select the most excellent software platform for your company’s specific requirements.

How Much Does Fileplan Cost?

Fileplan Pricing Plans:

Free Trial

Fileplan

Starting at AUD$40/month

Fileplan offers a scalable pricing scheme starting at AUD$40/month for:

  • 2 users
  • 200 GB document storage
  • 4 guest users

Depending on the number of users nad storage you need you can easily adjust the pricing up to $980 for:

  • 49 users
  • 4.9 TB document storage
  • 98 guest users

There is also a free 30-day trial that you can use  to test the software and for more than 50 users contact the company directly to get a custom quote.

All plans include:

  • Planned filing and document control
  • Desktop & tablet compatibility
  • Windows app for Outlook, Word, Excel, and PowerPoint
  • Document sharing
  • Online support portal
  • 99.9% uptime and 24/7 monitoring
  • Server side encryption

User Satisfaction

Positive Social Media Mentions 12
Negative Social Media Mentions 0

We realize that when you make a decision to buy Document Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Fileplan reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Fileplan. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Fileplan pricing details?

Fileplan Pricing Plans:

Free Trial

Fileplan

Starting at AUD$40/month

Fileplan offers a scalable pricing scheme starting at AUD$40/month for:

  • 2 users
  • 200 GB document storage
  • 4 guest users

Depending on the number of users nad storage you need you can easily adjust the pricing up to $980 for:

  • 49 users
  • 4.9 TB document storage
  • 98 guest users

There is also a free 30-day trial that you can use  to test the software and for more than 50 users contact the company directly to get a custom quote.

All plans include:

  • Planned filing and document control
  • Desktop & tablet compatibility
  • Windows app for Outlook, Word, Excel, and PowerPoint
  • Document sharing
  • Online support portal
  • 99.9% uptime and 24/7 monitoring
  • Server side encryption

What integrations are available for Fileplan?

Fileplan integrates with the following business systems and applications:

  • Microsoft Office
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Reviewed By Nestor Gilbert
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