Project owners and admins configure files, fields, automations, backups and numerous integrations and synchronisations.

The project settings with the navigation and the Details page

Basic settings

  • Project details – name, description, start view, file colour, auto-OCR and versioning.
  • Users & groups – invite (incl. guests), assign roles, groups with visibility rules.
  • Categories & file titles – maintain coloured categories, define title composition via prefixes.
  • Custom fields – create, sort and share fields of various types across projects.
  • Calendar settings – time zone, holiday calendar, SMS reminders, show absences.

Automation & templates

  • Automations – "if/then" rules (e.g. on "file moved") with actions and conditions.
  • File pilot rules – assignment, task and auto-processing rules incl. logs.
  • File & task types, stamps, templates – manage reusable types, fields and templates.

Backup & storage

  • Backup & export – regular backups and ZIP export.
  • Audit-proof archive & own storage – Object Lock and your own S3 storage.
  • Audit log – activity log incl. file log (owner/admin only).

Integrations & sync

  • Office sync – connect the project calendar with Google or Outlook.
  • File sync – OneDrive, SharePoint, Nextcloud (WebDAV), Hetzner Storage Box, FTP, MS Teams.
  • Accounting & interfaces – LexOffice, SevDesk, DATEV, VTiger, DocuSign, SOAP/JSON interface.
  • CSV import – import files by CSV with column mapping.