Create a folder and file your documents in it
Create a custom folder, move your documents into it, and keep a clear vault, by project, by property, or by person.
Ready-to-use folders cover the essentials, but sometimes you will want more personal organization: a folder per child, per home, per trip, or per project. Creating a custom folder takes a few seconds and makes all the difference when finding things later.
Choose a simple logic and stick to it: by theme, by person, or by year. Consistent filing beats perfect filing that you will not keep up with.
Open your vault
Go to the documents area of the app.
Create a folder
Choose the create folder option.
Name it clearly
Give it a meaningful name, for example Paris Home or Summer Trip, so you recognize it at a glance.
Add your documents
Drop new documents directly into this folder, by scan, by import, or by deposit email.
Move the ones already there
From the details of a document already in your vault, change its folder to file it in the right place.
Creating your own folders does not remove the suggested folders such as Identity, Invoices, or Insurance. The two coexist: use whatever suits you.
Name things well to find them well
The folder name and the document name work together with search. A clear folder plus a well-named document, and you can lay your hands on any paper in seconds, by filter or by content search.
- Avoid names that are too vague, like Miscellaneous, which end up holding everything.
- For yearly documents, add the year in the folder or document name.
- Group together what you consult together: a folder per property gathers the lease, insurance, and related invoices.
Trouble filing a document?
Keeping a vault clear over time
A few minutes of tidying now and then is enough to keep a vault pleasant. Use a calm moment, for example at the end of the month, to file recent additions and remove what is no longer needed.
All the best practices for organizing the vault.