Short explanations of the most important Aktenplatz terms. Where a detailed guide exists, it is linked.
Core structure
Project — the top-level unit; bundles related matters (e.g. client, department). See Creating a project.
Tray — a subdivision within a project to group files. See Managing trays.
File (record) — the central unit for a matter; holds documents, fields, tasks, appointments and contacts. See Creating a file.
Main / sub file — files can be nested hierarchically. See Main and sub issues.
Global / cross-file document — files that are not tied to a single record but apply project-wide.
View (board/list) — different representations of your files. See Switching views.
Content & fields
Field (custom field) — configurable data fields on files (text, date, choice …).
OCR — text recognition that makes scanned documents searchable. See Using OCR.
Task — a to-do unit, linkable to files. See Managing tasks.
Contact — a person/organisation assignable to a file. See Assigning contacts to a file.
Automation & integration
File pilot — a rule engine for automatic assignment and processing. See the file pilot.
Journal mailbox — a central mailbox that receives copies of all mails via a journal rule; the only audit-proof way of mail archiving. See Mail providers & connectors.
Audit-proof — tamper-proof, seamless archiving (e.g. via a journal mailbox or object-lock storage).
Apps / integrations — connections to external services (calendar, file sync, accounting …). See Apps & integrations.
Collaboration, documents & portal
Customer portal — a lightweight, guided view for external recipients (e.g. clients) with dashboard, document requests, calendar and chat. See The customer portal.
Document binder — a package of several files that can be downloaded merged and sent (grants recipients portal access). See Create & send document binders.
Document request — a request for documents that the recipient answers by uploading. See Requesting documents.
File version — an earlier revision of a file; each new revision is stored as a version and can be restored. See Manage file versions.
File permission — restricting view, download or editing of a file per user; locked access can be requested. See File permissions & requesting access.
Recurring event — a repeating event; a single occurrence or the whole series can be edited. See Create recurring events.
Web tab — an embedded tab on a case that shows an external website via URL. See Web tabs on a case file.
Audit log — a project's activity log (sign-ins, file actions, permissions …) for traceability. See Reading the audit log.