fileplan

(5)
4.5 out of 5 stars

In business you rely on documents and email to get your job done every day. You need to organise these resources to work efficiently today, as well as for the years to come. fileplan is a simple, cloud-based document management solution that gives your business the confidence of consistent, planned filing combined with document control and collaboration.

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fileplan review by <span>Annemarie C.</span>
Annemarie C.
Validated Reviewer
Verified Current User
Review Source

"Fileplan has integrated seamlessly into our day to day operation creating efficiency."

What do you like best?

It is really easy to use, intuitive, quick to set up and very easy to file and retrieve documents. It is cloud based can be access from anywhere and very cost effective per user. There are automatic prompts to save emails which is a big plus for us.

What do you dislike?

Nothing so far. We have not found anything that we dislike or wish operated differently

Recommendations to others considering the product

Yes - the team was excellent to import our current data into Fileplan and the cost was quite acceptable

What business problems are you solving with the product? What benefits have you realized?

We had data in multiple locations (servers) - it is now all in file plan and because we can find documents and work papers easily it is time efficient.

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fileplan review by Administrator in Aviation & Aerospace
Administrator in Aviation & Aerospace
Validated Reviewer
Verified Current User
Review Source

"Document management and distribution across your business made simple with Fileplan"

What do you like best?

Fileplan has allowed us to maintain our documents and their revision status in a manner that meets federal government statutory regulations for our industry,

What do you dislike?

There is nothing that I dislike about the fileplan system, it meets and exceeds all of our expectations.

What business problems are you solving with the product? What benefits have you realized?

Fileplan has provided us with a single platform for the revision management, distribution and display of all our working documents, such as work instructions, forms, technical data, safety material etc across our business, Being a cloud based system our employees can now access the latest revision of any document they require either in the office or in the field. All documents have inbedded hyperlinks in the text providing instant access to supporting materials, be they work instructions, forms, technical data etc. This provides a seamless transition from text to the field, making document relevant which is invaluable the business.

What Enterprise Content Management (ECM) solution do you use?

Thanks for letting us know!
fileplan review by User in Financial Services
User in Financial Services
Validated Reviewer
Verified Current User
Review Source

"File Plan is a great cloud based document storage system! "

What do you like best?

Great way to keep track of documents and see who made changes. There is no more situations where documents go missing or are changed. We can always get the documents back!

What do you dislike?

I wish there was a desktop client so it worked a little more like dropbox where I can easily copy paste files in a local directory system.

Generally any issue ive had the guys at fileplan have fixed very quickly. They implemented some of our suggestions within 48 hours.

What business problems are you solving with the product? What benefits have you realized?

document storage and document version control.

fileplan review by <span>Makisha C. T.</span>
Makisha C. T.
Validated Reviewer
Review Source

"Still New"

What do you like best?

I really like how organized the site is and how very is it to navigate.

What do you dislike?

I'm not sure if it's my computer, but sometimes the site processes slower than desired.

What business problems are you solving with the product? What benefits have you realized?

WHen searching vendors, being able to use key words

fileplan review by Administrator in E-Learning
Administrator in E-Learning
Validated Reviewer
Review Source

"Review of Kayako"

What do you like best?

Kayako is a good cloud based implementation.

What do you dislike?

Lack of integration with other products.

What business problems are you solving with the product? What benefits have you realized?

Help desk support to our customers

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