Default file plan

The Default file plan site preference determines the default file plan used by the Records Manager application. (This setting is not the same as the default file plan specified in the site preferences for general settings for records management, which applies to the Records Manager application, independent of Workplace and Workplace XT.)

Default File Plan

Click Default File Plan to select a file plan from the list of available file plans.

Reset Default File Plan

Click Reset Default File Plan to remove the selected file plan.