Fill clipboard

  1. Open the clipboard by clicking My clipboard (top right)
  2. Drag the files via drag-and-drop directly into the clipboard or click Select files
  3. Each time you select a file, this symbol now provides you access to the clipboard (e.g. “Add plan/document”, “Upload a new index”, “Correction file”)
  4. Assign files

Previously assigned plans are marked green in the clipboard. These can be removed from the clipboard by clicking the “X”

TIP: Remove all assigned plans from the clipboard: Click the “assigned” filter and then on the cross in the black header line. Confirm by clicking “Empty displayed list”

Planfred – add multiple plans easily using the clipboard

ADD multiple plans – with the help of the clipboard

Attention: Each plan is only added once. In case of an update, a new index is uploaded for the plan; in this case, only the most current plan will appear in the list view (older revisions are present in the plan detail view in the index history).
  • Click add plan (see plans tab)
  • Click the clipboard symbol – right in the “Print file (PDF, etc.)” window
  • Window opens with the contents of the clipboard
  • Select a PDF file TIP: Use the search window in case of longer file lists
  • Repeat the process in the CAD file field
  • Edit plan number and plan contents (the file designation is entered into the plan number field automatically during file selection). Cut the plan contents out of the number field and copy it into the plan contents field.
  • Select the plan folder
  • Enter the index
  • Optional information:
    • Select a tag or add a new tag as required
    • Write a comment (will be sent along with the plan)
    • Select if the plan approval is required
  • Click on Save + add additional plan to repeat the process for the next new plan

Multiple ASSIGN NEW INDEXES – with the help of the clipboard

This function is only used if the plan is available in list view; this means that the plan has already been created and should now be updated (e.g. new index).
  • Click on Upload new index (see plan list view)
  • Click on the plan to be updated – TIP: Right mouse click “Upload new index in a new window”; the filtered plan list of the plans to be updated remains in the other window!
  • Click the clipboard symbol – right in the “Print file (PDF, etc.)” window
  • Window opens with the contents of the clipboard
  • Select a PDF file TIP: Use the search window in case of longer file lists
  • Repeat the process in the CAD file field
  • Update index
  • Optional information:
    • Write an optional comment (will be sent along with the plan)
    • Select if the plan approval is required
  • Click on Save index
  • Change back to the window of plans to be updated and select the next plan as described above
  • Repeat the steps

Add or update multiple documents with the help of the clipboard

This works the same as with plans (see above)

CORRECT multiple plans with the help of the clipboard

  • Click on the plan to be corrected – TIP: Right mouse click “Open in a new window”; the filtered plan list of the plans to be approved remains in the other window!
  • Click Correct (no files may be added in case of “Approval”)
  • Click the clipboard symbol – right in the “Select file” field
  • Window opens with the contents of the clipboard
  • Select a correction file TIP: Use the search window in case of longer file lists
  • Write and optional comment
  • Click Save correction
  • Change back to the window of plans to be approved and select the next plan as described above
  • Repeat the steps

Is your project getting bigger and bigger?

Become a Planfred professional: Tips & tricks on how you can use Planfred even more effectively!