Start free trial

30-day free trial

Try FilePlan 365 free for 30 days

Use every feature in your own Microsoft 365 tenant. Choose a plan when your trial ends.

  • Record contexts, document types, search, and Purview retention, sensitivity and DLP
  • Templates for HR, case, council, housing and more
  • Documents stay in SharePoint Online, in your tenant

What happens next

  1. We email you a link to add FilePlan 365 to your tenant.
  2. A Microsoft 365 admin approves the app.
  3. You choose a template and start filing.

Create your trial

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Thanks. We’ll email setup instructions shortly. Your trial starts when FilePlan 365 is added to your tenant.

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