Document archive. Cards with document preview, correspondent, document type, date, and colored tags.Table view. Documents with sortable columns for correspondent, title, owner, document type, and creation date.Document search. Searching titles and content finds a draft invoice, a project report, and a quotation for the same project.Advanced search. The query «Flottenübersicht AND (Rechnungsentwurf OR Angebot)» combines search terms and returns two documents.Combined filters. Correspondent and document type narrow the archive down to the four outgoing invoices from Morgenhain Mobilität GmbH.Custom field filter. The query «Priorität ist gleich Hoch» (priority equals high) narrows the archive down to 14 documents. The field was set up for this instance.
Documents & Custom Fields
The invoice, project, and priority fields are custom fields set up for this instance. Invoices, project reports, and support reports serve only as sample documents here. They do not show built-in invoicing, project management, or a ticket system.
Document details. PDF preview next to title, date, correspondent, document type, and tags. The additional invoice fields were set up for this instance.Document content. The «Inhalt» (Content) tab shows the extracted text next to the original document.Custom fields & links. The detail area, scrolled down, shows individually configured amount and date fields as well as a link to the related project report.Technical metadata. Import and modification dates, file names, file size, and MIME type next to the PDF preview.Document history. Logged changes to tags, custom fields, and document links with timestamps and the editing account.
Bulk Editing
Bulk editing. Three selected documents with shared actions for tags, attributes, custom fields, and permissions. No changes were applied.
Classification
Tags. Tags for status, currency, and topics with colors, document counts, and links to the assigned documents.Correspondents. Companies with document count, last use, and direct access to their documents.Document types. Seven configured types, including quotations, invoices, and reports, with document counts and filter links.Custom data fields. 15 instance-specific custom fields with data types for text, monetary amounts, dates, and document links.
