filesoft.Explore themes

FILESOFT LOAN DESK · FREE ADD-ON · 0.1.0

Bring equipment lending
into your FileMaker app.

Add a self-contained equipment-loan workspace to an existing FileMaker file. Place the Open Loan Desk launcher, track equipment and borrowers, and record each return. Use Back to host to return to your work.

Requires Claris FileMaker Pro, sold separately.
For single-user desktop use on macOS.

Loan Desk overview showing four available items, three open loans and one overdue loan.
Shared workflow preview · Standalone demo 0.1.0-alpha.6

ONE WORKFLOW. TWO WAYS TO USE IT.

Choose your Loan Desk.

FREE · STANDALONE SOLUTION 1.0.0

A file of its own

Open the supplied .fmp12 in FileMaker Pro. No add-on installation is needed.

Get the standalone solution ↗
FREE · ADD-ON 0.1.0

For an existing FileMaker file

Install the .fmaddon and place the Open Loan Desk launcher. Return to your work with Back to host.

Get the Loan Desk Add-on ↗

Both require FileMaker Pro, sold separately. Name and email required; no marketing subscription. Check each product’s compatibility details.

One record per physical itemMultiple items per loanIndividual returnsHistory kept together

FROM SHELF TO RETURN

Keep equipment moving.
Keep the details close.

Register each physical item, choose a borrower, build a loan and check it out. Return items individually while retaining the loan history.

01 / REGISTER

Know your equipment.

Keep items and borrowers in clear detail editors. Search for a record and use Clear to reset your search.

02 / PREPARE

Build a loan.

Add multiple items to a draft. Click a selected item again to remove it before checkout. Availability checks help you see what is ready to lend.

03 / RETURN

Bring items back individually.

Record each return as it happens while keeping the loan history together.

04 / FOLLOW UP

See what needs attention.

Colored Draft, On loan, Due today, Overdue and Returned statuses help you follow the work. The overview shows available items, open loans and overdue loans.

05 / KEEP HISTORY

Make room for what is next.

Retire equipment and archive borrowers while retaining issued history.

06 / EXPLORE

Start clean or try samples.

Optional samples stay separate from real records.

INSIDE LOAN DESK

A clear view of every loan.

From the draft to the last returned item.

These unchanged screenshots show the shared workflow in the standalone alpha.6 demo, not an installed add-on. They do not document add-on installation testing.

BUILT WITH FILESOFT COPPER DUNE

Warm copper. Steady focus.

Loan Desk embeds only the required Copper Dune styles for its workspace. The full commercial Copper Dune theme is a separate product and is not included in this free download.

Explore the Copper Dune theme ↗

One workspace inside your file.

One shared collection per host file; loans are not linked to individual host records. No host relationship or startup-script change is required. Use one installed module and one active window. Installation requires appropriate development access; normal use respects host privileges.

ABOUT 90 SECONDS TO GET ORIENTED

Install with the shared tutorial.

Installation follows the same steps shown here. Choose Filesoft Loan Desk instead of Checklist Lite.

This shared tutorial demonstrates Checklist Lite 0.1.2. Its checklist features are specific to Checklist Lite; use your Loan Desk Read Me for product-specific guidance.

  1. Back up your host file and open the supplied Loan Desk .fmaddon in FileMaker Pro.
  2. In your host file, enter Layout mode, open Add-ons, and install Filesoft Loan Desk.
  3. Place the launcher, save the layout, and return to Browse mode.
  4. Click Open Loan Desk. Use Back to host to return to your layout.

Back up your FileMaker file before installing. Follow the video and the included Read Me.

English narration and visible captions. Download transcript

Read the installation transcript

Filesoft Checklist Lite — Installation Tutorial

Let’s install Filesoft Checklist Lite in your FileMaker file. Start with a backup of your app.

Open the .fmaddon package in FileMaker Pro. This makes Checklist Lite available in the add-on chooser.

In your file, enter Layout mode and open the Add-ons tab. Click Install Add-on, select Filesoft Checklist Lite, and choose it.

Drag Checklist Lite from the Add-ons pane onto your layout. Position the launcher where it is easy to find.

Save the layout and return to Browse mode. Click Open Checklist Lite. No host-table relationship or startup-script change is needed.

Open Templates and choose a starting point. Click Use template to create an independent checklist that you can make your own.

Complete a step to update your progress. Your checklist keeps the step details and completion information together.

Click Back to host to return to your original layout. The launcher is there whenever you need your checklists.

Your checklist module is ready. Create more lists whenever you need them. Find more tools at filesofttools.com.

FREE · ADD-ON VERSION 0.1.0

Your equipment.
A clearer record.

Download Filesoft Loan Desk Add-on 0.1.0, free.

  • Loan Desk .fmaddon
  • Customer Read Me

Back up your existing FileMaker file before installation. Follow the shared tutorial and the customer Read Me.

Private ZIP · FileMaker Pro required.

Get the Loan Desk Add-on

Enter your name and email address. We’ll send you a link to download Filesoft Loan Desk Add-on. Requires FileMaker Pro.

We use these details to deliver your download. This does not subscribe you to marketing emails. Download privacy notice

The link expires after seven days. Need a fresh link? Submit this form again after 15 minutes.

FileMaker on your Mac.

Requires Claris FileMaker Pro, sold separately. Intended for FileMaker Pro 19.6.3–26 on macOS. Owner-tested in FileMaker Pro 19 and 26; the exact 19.x patch was not restated and intermediate versions were not individually tested. Native export: 19.6.3. Windows, FileMaker Go, WebDirect and concurrent multi-user use are not validated.

Use one installed module and one active window.

Questions? support@filesofttools.com

LEARN WITH FILESOFT

Explore the equipment loan workflow ↗