Welcome to Aktenplatz! Aktenplatz is your digital file and document management: you bundle matters into projects, create files (records) and collect documents, tasks, appointments, contacts and emails in them – searchable and audit-proof. This guide shows the fastest way in; each step links to the detailed article.

1. Sign in

Sign in with your account (Signing in) or create a new one (Signing up).

2. Create a project

A project bundles related matters (e.g. a client or department). Create your first one: Creating a project.

3. Understand the structure: trays & files

Within a project you organise matters into trays (Managing trays) and create files there – the central unit for a matter. Switch between views (board/list) via Switching views.

4. Create your first file & add documents

Create a file and add documents (Adding attachments). Open and edit files right in the browser (PDF viewer) and make scans searchable with OCR.

5. Tasks & appointments

Capture work as a task and plan appointments – both can be linked directly to files.

6. Invite your team

Work together: add users and set up shared use.

7. Connect your mail

Connect your mailboxes so emails are archived and assigned to files automatically – overview of the connection types: Mail providers & connectors. Full flow: Digitise incoming mail.

8. Automate

Let recurring steps run automatically – with the file pilot and automations.

Tips

Press Ctrl/Cmd + K to search quickly at any time. For precise filtering use Advanced search. Unfamiliar terms are explained in the Glossary.