Skip to content
User Manual · Chapter 14 — Documents and files

14.9 Good to know — documents

  • One file, two doors. A record's attachment and its entry in the library tree are the same file, not copies — move it, tag it or trash it in one place, and both places know.
  • The file plan never argues with you. Anything you file by hand, in your own folders, stays filed by hand; the plan only ever places what nobody has placed.
  • Only posted documents file their prints. A draft's PDF wears its DRAFT stamp and is never filed — the filed copy is always the paper as issued (1.10).
  • Downloads leave footprints. Who took a copy of a file, and when, stands on the record's trail (16.5).
  • The meter counts the trash. If storage looks surprisingly high, purge the Trash before blaming the plan (§14.7).
  • A closed period is a lock, not a shredder. Everything inside a closed folder stays readable and downloadable; only change is refused.
  • Names can repeat; places cannot. Two files may share a name in different folders. Search by the record's code — "INV-1042" finds the paper even when the file is called "scan.pdf".

Snapshot: portal-v0-2026-11-10