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Documents To File

Admin and General

Prompt

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Create a category for documents that need saving, filing, storing, or keeping for reference. Include signed documents, policy documents, certificates, statements, reports, agreements, receipts, and formal records. Do not include documents that need review, approval, or editing before they can be filed.

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Need help creating your own categories?

We can help you set up categories that match how your team works. If you’re not sure what to create, or how to word your category prompts, talk to us and we’ll help you get started.

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