In Aktenplatz you can not only upload attachments to files, but also create new documents, spreadsheets and presentations directly from templates. You set up the templates in the project settings.
1. Open the templates
Open the project settings via the gear icon and click Templates under Files on the left. Under Template Files, empty Word, Excel and PowerPoint files are already set up.
2. Upload your own templates
If you regularly work with certain templates – for example for invoices, cover letters, presentations or spreadsheets – upload them via the Upload more Templates tile.
3. Use templates in a file
If you then open a file and click New File under Attachments, your templates appear for selection. This lets you create a new document based on your template in no time.
Note: on the same page, under Stamps, you also manage the stamps (e.g. “Approved”, “Declined”) that you can place in documents.