The file plan is the automatic filing clerk underneath §14.2's two doors. It is standard for every company — no switch, nothing to enable — and it works by one rule: a record's folder is computed from the record, so filing is never a chore and never a guess.
- Masters — customers, suppliers, products, employees — file to a dossier folder per record: Module / Masters / {Type} / {code} — {name}. One folder per customer, holding everything that customer ever sends or signs.
- Transactions file by period: Module / Transactions / {Type} / {period}, where the period is taken from the document's own date — never from the day its paper happened to arrive.
Two company choices shape the tree. They live in System Setup → Document Management, as the Document file plan settings:
- Order — type first, then year (Transactions / Sales Invoices / 2026), or year first, then type (Transactions / 2026 / Sales Invoices). Order changes how the tree reads, not where anything belongs; pick the arrangement your team browses more naturally.
- Period basis — the period can be the calendar year, or your financial year as your accounting periods define it, so the tree can match the books instead of the calendar.
One more Document Management setting sits beside them: the media upload limit — the largest video or audio file your company accepts. It starts at 200 MB; set it lower if your team shares clips over slow connections, or leave it blank for the default. It never goes above 500 MB, and it applies only to media — documents and images keep their 25 MB limit whatever you set.
Three behaviours complete the picture. Your moves win: the plan files new attachments, and anything you deliberately placed in your own folders is left exactly there — the plan never overrules a human filing. Modules off, branch retired: switching a module off hides its branch of the tree with every assignment intact; switching it back on restores it — nothing is deleted either way. Existing files: a company that predates the plan, or that changes the order, can have its files swept into the tree in one administrator pass run under exactly these rules — files in your own folders are outside the sweep entirely, and anything the sweep cannot place is named in its report and left as it was, never forced.