fileplan

When you want to manage documents, not just share them

Free Trial

Description

fileplan is a business-focused document management solution that helps companies efficiently organize, control, and access their documents and emails from anywhere. By providing a secure environment with advanced version management and planned filing, fileplan ensures teams can collaborate confidently without risking lost or duplicated files.

Built on a secure AWS cloud platform, it combines remote accessibility with robust security, making document control simple and reliable for both everyday operations and compliance-driven needs.

Key Features

Simple Document Management: Provides consistent, planned filing for documents and emails
Access Anywhere: Enables remote document access and collaboration
Control Versions: Manages the lifecycle of controlled documents
Secure Access: Offers security and integrity with AWS cloud and server-side encryption
Planned Filing: Fast, simple, logical filing system
Self-Service: Enables quick transformation to organized filing
MS Office Integration: Windows app enables integration with Microsoft Office
Document Sharing: Share documents with team members and guests
99.9% Uptime: Infrastructure monitored 24/7
Online Support: Access to support portal

Use Cases

Managing company documents
Controlling document versions for compliance
Providing secure client or partner document access
Supporting remote team collaboration
Organizing and filing company emails and files

Frequently Asked Questions

Do I have to provide credit card details to start the trial?

No. To get started on the trial, you only need to provide contact details and choose a name for your fileplan account. Credit card details are not required until you decide to proceed with your subscription.

Is the trial limited in any way?

You have complete access to all the features and functions of fileplan during the trial. The only limitation is the 30-day time period, which starts when you register your account.

Do I have to buy all the users I might need now?

No. You can start the trial with just the users you need now and add more users to your subscription in the future as your needs change.

What is a guest user?

A guest user can view documents but cannot edit them or upload new files. The guest user role allows controlled access for customers, suppliers, or partners to specific folders.

What happens at the end of the trial?

If you decide to continue, you can upgrade to a paid subscription for the number of users you require. Otherwise, any data created during your trial will be deleted after the trial period expires.