Documents
Manage all your company documents and handle incoming and outgoing emails in one place.
Live preview — real view with sample data
M13 · Documents
| File name | Type | Target kind | Valid until | Source | Uploaded |
|---|---|---|---|---|---|
| Wolf Spedition | In progress | Open | 07/06/2026 | Done | 07/06/2026 |
| Roth Handel | Done | In progress | 18/06/2026 | Reviewed | 18/06/2026 |
| Meyer GmbH | Reviewed | Done | 29/06/2026 | Open | 29/06/2026 |
| Kraus Logistik | Open | Reviewed | 10/07/2026 | In progress | 10/07/2026 |
| Bauer & Co. | In progress | Open | 21/07/2026 | Done | 21/07/2026 |
Not a screenshot: the same interface you get in production.
What you do here
Upload documents and set the file name, type (e.g. insurance, contract, invoice) and target: "Global" for the whole company or "Member" with the matching target record. Set "Valid until" so you spot expiring papers in time.
Email inbox & outbox
In the email inbox you triage new messages: "Match inbox item" links them to a module and record, "Mark ingested" closes them, "Reject" discards them with a reason. The status shows Pending, Matched, Ingested or Rejected; in the outbox you see whether a mail is Queued, Sent or Failed - and you can requeue a failed mail.
Ingest mailboxes
Under "Ingest addresses" you create dedicated mailboxes that feed mail into the inbox automatically. Per address you set a purpose and an optional allowlist of permitted sender domains and addresses; use "Activate"/"Deactivate" to arm or mute a mailbox.
Tips
The list is grouped by type, the soonest-expiring document is on top and an expired "Valid until" is highlighted, so you spot due documents at once. Tabs and filters let you slice inbox and outbox by status. Uploading, editing, deleting and triaging emails are limited to Admin and Dispatcher; members only see documents shared with them.
What's inside
- Documents
- Document
- Upload document
- Renew validity
- Email inbox
- Inbox item
- Triage inbox item
- Reject inbox item
Fits together with
Other blocks from the same area.
Assets & equipment
The register of all assets and equipment – machines, building systems, tools – with location, status and next service.
M08Articles & products
The register of all articles and products – with SKU, category, price, stock and supplier.
M09Tasks
Tasks are the "who does what by when" across all areas – as a kanban board by status or as a list.
M10Surveys
Surveys lets you build your own questionnaires, distribute them internally or externally, and use plan rules to control who answers which questions when.