Organization¶

Autofile provides cabinets and tags for organizing documents.

Cabinets¶

Cabinets are curated collections of documents. Use cabinets when a document belongs in a defined organizational grouping.

Tags¶

Tags are flexible labels. Use tags for cross-cutting categories, workflow states, or attributes that do not need a full document type or metadata field.

Choosing Between Cabinets and Tags¶

Use a cabinet when the grouping is a primary filing location. Use tags when the grouping is supplemental, temporary, or likely to overlap with many other groupings.