Core
Modules
ServicesDashboard
All ongoing matters, open items and updates on a single screen that you configure yourself.
Core features for data exchange and communication
Checklists, data rooms, tasks, secure links and the 5F app are part of every licence. Further features are also available in every matter.
Data stored in Germany · Built for professionals bound by confidentiality · No charge for external parties · Developed in-house in Regensburg · Free trial after the demo
Platform structure
How core features, modules and services differ
The core features are the foundation for any use of 5F. You add modules and services as you need them.
Included
OptionalCore features
Included in every licence and the foundation for any use of 5F: checklists, data rooms, tasks, secure links and the 5F app.
Sie sind hier.Modules
Extensions for specific workflows, such as electronic signatures or balance confirmations.
View modules OptionalServices
Services for implementation and operation, such as training, single sign-on or reporting.
View servicesCore features
Combine them freely for any project
A checklist, a data room and several tasks can all belong to the same project at once. You decide what you need, matter by matter.
Checklists
You list the documents you need and share the list. Each item has its own upload field and its own status, so both sides can always see what is still outstanding. You can also request answers instead of documents, for example in a questionnaire at the start of a new working relationship.
Data rooms
Each piece of work gets its own room, where documents, tasks and comments stay together. A query is attached to the document itself, so nobody has to reconstruct an email thread later. You can group several rooms into a project.
Tasks
Every task has an owner, a deadline and a priority. It is attached to the matter it concerns and can be assigned to a single document or a checklist item. You do not need a separate task list.
Secure links
You share or request individual documents via a link, with a password and expiry date if required. The recipient does not need an account and does not gain access to the data room behind the link, yet their uploads still end up in the right place.
5F App
The app for iOS and Android lets you see your matters on the go. You can photograph and upload receipts, and view and comment on documents, all without a browser. The app is part of every licence and does not need to be booked separately.
Learn moreFurther features
Included in every matter
All of this complements the core features and is a standard part of 5F.
Reminders
5F automatically reminds participants of outstanding deadlines, so you do not have to chase them by phone.
Permissions
Each participant sees exactly the matter that concerns them, and nothing beyond it.
Templates
Set up recurring work once and reuse it as often as you like, for checklists and entire project structures alike.
Filing
Every document is stored in the integrated DMS in an audit-proof manner, without you having to move it there.
Audit log
Every step remains verifiable, even years later and to third parties.
FAQ
Häufige Fragen
Yes. You assign permissions per participant and per workflow, for example whether someone may upload, download or delete files, manage participants or view the audit log. Within a workflow, you define for each folder who has read and who has write access, and this also applies in the app. If different parties should see different documents, set up separate sub-rooms, each with its own participants. You can change permissions at any time.
5F sends email notifications, for example when a new document is available, a registration is pending or a deadline is approaching. Each user decides in their own notification settings which events trigger a message. This way, participants receive what matters to them and nothing they do not want. If you use the 5F White Label module, these emails are sent from your organisation's sender address.
Yes. You can export any checklist as an Excel file. The export reflects the column view you have set up and can include all comments. This lets you share the status of a request with people who do not work in 5F.
Get started
See 5F's core features in action
In 45 minutes, we will show you the platform in action and discuss your requirements.
- After the online demo, you can try 5F free of charge for 30 days.