The file is the central case in Aktenplatz. It bundles assignees, comments, contacts, notes, files, mails and appointments in one place.
Create a file
- Manually or from a file-type template – with title, priority, tray, assignees and custom fields.
- Create as sub- or parent file – generate already linked.
- Generate a creation link – produce a pre-fillable creation link.
Header & actions
- Change title, status, priority & category – inline or via dropdown.
- Archive, unarchive & delete – each with confirmation.
- More actions – assign a parent, move to another project, print QR code/label, change file type, duplicate.
- Set a reminder – define a time for a file reminder.
Collaboration
- Assign responsibles – add users and groups to a file.
- Comments – rich text with @mentions, inline images and replies.
- Contacts on the file – assign, pin and label contacts.
- History – chronological change history of the file.
File notes
- Collaborative note documents – real-time editor for several people with coloured cursors.
- Multiple notes per file – create, name, icon, sort; create from template.
- Embed images & files – incl. read/write permissions per note.
Relations
- Sub- & parent files – add, remove and open relations.
- Relationship graph – visualise dependencies with files, mails and contacts.
- Web tabs – add custom URL tabs as an embedded page on the file.
- QR code & file links – print QR labels and create shareable links.