Every file has fields that hold its key information. You find and edit them on the Infos tab – the first tab shown when you open a file.

1. Basic fields

At the top are the standard fields that every file has: the Title, the Priority and the Tray (the tray the file sits in). Simply click into a field to change it – your input is saved automatically. Under Assignees below you set which users the file is assigned to.

The “Infos” tab with the basic fields Title, Priority and Tray highlighted

2. Custom fields

On the right follow the custom fields defined for this file type – in the example Vorname (first name), Nachname (last name), Firma (company), Termin (appointment) and Wiedervorlage (follow-up). This lets you capture exactly the structured data you need for your matters. Date fields open a calendar, text fields you fill in directly.

The custom fields of the file highlighted (Vorname, Nachname, Firma, Termin, Wiedervorlage)

Which custom fields a file has is defined per project.