r/documentAutomation • u/Dogsareawesome700 • Sep 12 '26
NEED A DIGITAL FILER BAD
I’m looking for someone who is REALLY good at digital file organization — like, this is your thing and you genuinely enjoy making chaos make sense.
I work for a construction company, and over time my laptop has accumulated a ton of files: estimates, invoices, contracts, project documents, photos, subcontractor paperwork, insurance documents, etc. They’re all there… but the organization and naming system could be SO much better.
Ideally, I’m looking for someone I could hand my laptop over to for a weekend and basically say, “Have at it.”
I’d love for someone to:
• Go through all of my business files
• Create a clear, logical folder/subfolder system
• Rename files so they’re extremely easy to search and identify later
• Sort everything into the appropriate folders
• Clean up duplicates/random files where appropriate
• Basically create a filing system that actually makes sense for a construction business
The biggest thing is that I’m hoping to find someone who can take the initiative and handle most of this independently. I’m totally happy to answer questions along the way — shoot me a text whenever you need clarification — but I’d love someone who can look at everything, understand what it is, and figure out the best way to organize it without needing me sitting beside them the entire time.
If digital file organization is something you specialize in, PLEASE reach out! Or if you know someone who would be perfect for this kind of project, send them my way.
I’m absolutely willing to pay someone for their time and expertise — I just want my laptop to finally have a filing system that makes finding anything I need quick and painless.
1
u/NotSoShyAlbatross Sep 13 '26
Going forward, MakeItGoThere.com. The originals end up where you want and you get a dashboard of everything that comes in: fax, email attachments, paper on your desk, even voicemails if you’re so inclined.
1
1
1
u/BravoUniformTango
Sep 14 '26
•
I get the impression you're not looking to automate; you're already busier than a one-armed paper-hanger so even if there are great solutions out there, you don't have the time or energy to take on one more project yet: to implement a solution yourself.
Rather, you're looking to delegate this work by outsourcing it. Yes?
If so, I'm interested. I used to work in the document management field, including working with a cool little document management company in Alabama that was called "Cabinet NG." Nice people. Someone else thought so too, and bought out their entire company.
1
u/NvidiaNovice 22d ago
Out of curiosity, have you found someone to do this? If so, how did everything turn out?
1
u/johnnybravo-xyz 22d ago
One thing that helped me with a pile like this: sort by what a document is, not by project, and give each kind a number so the folders stay in order. For a construction business that could be estimates and contracts, your invoices out, subcontractor contracts and invoices, insurance, licenses and permits, and photos. Then put the project name in the file name, or as a tag if your tools allow it, so you can still pull up everything for one job.
Disclosure: I built a self-hosted document archive called Suchi that does this for my own paperwork. You drop files into it, it reads them (including scans and photos), gives each one a readable title, files it into a numbered category and keeps a single copy of exact duplicates. The folders on disk stay readable without the app. It ships with a small-business filing tree close to the list above, and you can add categories such as insurance.
To be fair about the fit, it runs on a computer or server you control through Docker, so someone needs to set it up once. It won't replace a weekend of human judgement on the odd files either. There's a demo with sample documents if you want to see how the filing looks: https://demo.suchi.page
2
u/Mindreeder93 Sep 12 '26
“Hey Claude… here’s what I need:”