dossier · Example conventions
Start from an example
Complete, ready-to-use filing conventions you can copy, or load straight into dossier and adapt.
A convention is just a plain-language description of how you file. dossier reads it and applies it. Here are complete ones for common situations. Copy the whole thing, or in dossier open Settings → Filing convention → Start from an example and adapt from there.
- Family & household archiveOne folder per person, grouped by life area, with the document's own date leading each filename. The pattern most households converge on.
- Freelancer & small businessSplit money in from money out, one folder per client, and a tax year that your accountant can read at a glance. Filenames carry the amount so totals are scannable.
- Home & propertyEverything about the property in one place, split into the papers that prove ownership, the work done to it, and the things inside it (with warranties you can actually find).
- Health & insuranceOne folder per person, policies separated from claims, and doctor letters dated to the visit — so the history reads in order when you need it under pressure.