The Fileplan tab allows the user to configure Fileplan columns in this interface. A checkbox is available to set the state to either retain Fileplan links or not when updating, copying or revising documents.

1. If retain value is turned on, update Fileplan based on the Excel column value with the following behavior:
   • Blank, do nothing.
   • Has data, the given Fileplan is added to the given document.
   • Not mapped, do nothing.
2. If retain value is turned off, first remove all the fileplans on this document and then for those mapped fileplans, based on the Excel column value execute the following behavior:
   • Blank, do nothing.
   • Has data, add the given fileplan to the given document.