Library · Organization & Filing
Filing automation & organization
A fixed project folder tree is created at the push of a button, and one clear naming convention applies everywhere. New files from the inbox are…
Organization & Filing · All roles
2–4 htypical savings per month (estimate from practice)
Overview
Who it's for
All roles
You need
Requires: Foundation
You get
Unified project storage; Unclear files stay visible in the inbox
Problem. Which version do you have? — Files exist twice, wrongly named, and in three systems at once.
Solution. A fixed project folder tree is created at the push of a button, and one clear naming convention applies everywhere. New files from the inbox are filed automatically every hour; anything ambiguous stays in the inbox and is reported – nothing is ever guessed. A weekly sweep finds violations and duplicates.
automatic approval manual
Results
- Unified project storage
- Unclear files stay visible in the inbox
- Weekly order report
Key metrics
- Convention violations per week → 0