Folders

A folder groups registers under a single identity. It serves two purposes, and you choose which one: tracking several companies without mixing them up, or filing your registers by topic.

A freelance administrator creates one folder per client company: “Dupont Ltd”, “Martin Contractors”. Each holds that company’s registers.
A manager creates a “Vehicles” folder and a “North Building” folder. Each holds whatever relates to it, whatever the register type.

Kimori does not decide for you: a folder is a container, and you give it the meaning that is yours.

A register sits in one folder, or in none

A register belongs to one folder, or to none at all. Registers you don’t file remain perfectly usable: they appear on the Folders page under “No folder”.

Nothing forces you to create folders. As long as you have none, Kimori behaves exactly as before.

Opening a folder

The Folders menu lists all your folders, each with its number of registers and its compliance status. You can see at a glance which one needs your attention today.

Click a folder to open it: you land on its page, which lists its registers. The breadcrumb at the top always tells you where you are.

You can also filter by folder without leaving your lists: the Registers and Deadlines screens have a Folder filter next to their other filters, with a “No folder” entry to find whatever isn’t filed anywhere. The dashboard always stays complete.

Finally, the search box at the top of the screen knows your folders: type “Dupont” and you’ll find its registers and deadlines, from any screen.

Archiving a folder

Archiving a folder removes it from the folder list and from the “Folder” field in forms. Its registers are not deleted: they simply become “no folder” again. Kimori tells you how many they are before asking you to confirm.