On arrival
A common reference links the document to its relevant process.
Workflows & automation
A file with a clear path
A simple document workflow showing where a file stands, which information is missing and what should happen next.
France · European Union · United Kingdom & international08:00–18:00 · Paris time
Organise, check, hand over
The need, before the tool.
A folder structure is not always enough to track processing. Documents arrive through several channels, versions become confused and the actual status stays in one person’s memory.
One file type is organised around useful metadata and a small set of processing states. The pilot distinguishes receipt, review and handover. It can support a small professional workflow or personal organisation without treating digitised documents as certified evidence.
A CONCRETE VIEWHow the pieces
How the pieces
connect.
01Receipt
→02Filing
→03Review
→04Handover
01
Receive
Identified input02
Review
Agreed criteria03
Hand over
Known destinationTrack a case, not only a file
During review
The status explains what is missing without erasing useful information.
At handover
The recipient knows which version and status are being handed over.
Separate three frequently confused ideas
Filing
Find a document using a shared organisation and criteria.
Approval
Record a processing decision with a clearly identified owner.
Retention
Apply an approved period; the pilot creates no new legal obligation.
WHAT IS HANDED OVERRecognisable
Recognisable
deliverables.
- 01A filing structure with defined metadata
- 02One workflow with clear owners and statuses
- 03Naming, version and access rules
- 04An example file and a handover guide
ILLUSTRATIVE SCENARIO — NOT A CLIENT CASEWhat could the
What could the
journey look like?
- 1
A document joins the intended file with its reference.
- 2
The reviewer flags missing information.
- 3
The completed file changes status and moves to the next stage.
Two points to clarify.
Does the pilot replace statutory archiving?
No. It organises document processing; evidential value and legal obligations require appropriate assessment and tools.
Will every document be analysed automatically?
Not by default. Any automated extraction or reading must be defined, limited and agreed separately.
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THE NEXT STEP STARTS WITH A QUESTIONLet’s make sense
Describe my need