Aktenplatz gives you many ways to define the fields in which you enter client-specific data – for example customer or insurance numbers, dates and appointments, comments or categories. You can add fields when creating a project or at any time in the project settings.
1. Open the field settings
Open the project settings via the gear icon and click Fields under Records on the left. The Custom Fields associated with the project are displayed (e.g. first name, last name, company, appointment).
2. Add a field and choose a type
Click the + at the top right. The Select Custom Fields panel appears on the right with the available field types:
- Kurztext (short text) – a single-line text input (e.g. name, number).
- Absatz (paragraph) – a multi-line text field for longer notes.
- Datum (date) – a date field for appointments and deadlines.
- Labels – freely assignable tags.
- Aufklappmenü (dropdown) – a choice from predefined options.
- Checkbox – a simple yes/no box.
- Aktenbild (file image) – an image for the file.
3. Configure the field and save
Choose the appropriate field type – the field is added to the list. Use the arrow (›) on the right of a field to expand its configuration and define its label and options. Reorder the fields via drag-and-drop if needed and click Save changes. The fields are now available when creating and editing files.
Note: the field-type names in the panel are shown in German even in the English interface.