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How to Import a File Plan into Collabspace

Yes, you can import your record categories and file plan structure into Collabspace for initial setup or adding sections in bulk.
This short course will explain how to use the file plm import tool. 
Format

Online
Course

Duration

30 Minutes

Price

Included with Collabware University Subscription

What you are going to learn

A few more words about this course

This short course will explain how to use the File Plan import tool.
Throughout this course you will discover: 

  • How to structure a file plan import CSV file
  • How to import the record categories into Collabspace 
  • How check that the updates were successful