domains / families / documents / source-document-filing

source-document-filing

authentic

Source document register: document type and number, party, amount, index key, storage location, retention period and verification. Use for document filing.

When to use

• source document filing
• document index register
• bill and voucher filing tracker
• supporting document audit trail

When not to use

• Empty template only. It does not compute payroll, tax, leave balances or KPIs.
• Notion relations need both databases imported before the link column resolves.
• Select options are a starting set. Rename them to match how the business talks.
• No automation, reminders or sync. Those need the integration layer.
• Does not scan, store or digitise documents, and does not set retention policy for the business.
• Legal, tax and HR review is still required before this drives real decisions.

Skill page

Source