Naming and sorting your documents well

A well-organised vault means a document found in two seconds the day you need it. Good news: Noryo already does much of the work thanks to content search. But a few simple habits when you add a document will save you valuable time later on.

Start from the ready-to-use folders

Noryo already offers a folder structure covering most needs. Before creating your own, check that an existing folder does not fit: it keeps your vault easy to read.

• Identity: ID card, passport, licence
• Invoices and Contracts: purchases, subscriptions, commitments
• Tax: notices and returns
• Insurance: policies and certificates
• Payslips and Bank statements
• Other: anything that does not fit anywhere else

Need a category that is missing? Create a custom folder, but sparingly: too many folders hurt as much as too few.

Adopt a naming convention

A clear name beats a mysterious one. The idea is to be able to recognise a document at a glance, and to make it easy to surface in search.

Keep an eye on the validity badges

Some documents have a lifespan. Noryo shows badges to spare you nasty surprises, for example an expired ID on the day of a trip.

Search does the rest

Even filed in the right folder, a document is mostly found through search. Noryo recognises the content of your documents: you can therefore type a word that appears inside the document, not just in its name. A tidy name simply makes those results even more reliable.

A few good habits

• Rename the document when you add it, while it is fresh in your mind
• File it right away in the right folder rather than in "Other"
• Replace expired documents instead of piling them up
• Keep custom folders for genuinely recurring needs