Conventions

Start from an example

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 archiveFor a family filing everyone's documents togetherOne folder per person, grouped by life area, with the document's own date leading each filename. The pattern most households converge on.Freelancer & small businessFor invoices, clients, and tax-ready booksSplit 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 & propertyFor a flat or house — papers, renovations, appliancesEverything 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 & insuranceFor medical records and policies, kept private and findableOne 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.