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Define your folder structure

Updated over 8 months ago

This sheet will help you define the ideal structure for organizing your contracts on Tomorro, based on your organization, access and confidentiality needs.

A clear tree structure makes searching easier, secures access to sensitive contracts and simplifies day-to-day management.

Thinking through your tree structure today will guarantee you a fluid, scalable platform adapted to your growth, without having to rebuild everything tomorrow.


Background and important reminders


Four possible options for organizing your contracts

Option 1 - By Contract Type

Structure :

  • Level 1: NDA, Service, Partnership, etc.

  • Level 2: Project or counterparty name

Advantages:

  • Very easy to manage.

  • Intuitive structure for legal profiles.

Preferred if → You classify your contracts first by legal nature.

Option 2 - By Subsidiary

Structure:

  • Level 1: Entity / Subsidiary

  • Level 2 : Service / Department / Teams

  • Level 3 : Type of contract

  • Level 4 : Counterparty name

Advantages :

  • Strict confidentiality by file and access group.

Preferred if → Confidentiality between subsidiaries is a top priority.

Option 3 - Per Project

Structure:

  • Level 1: Major project (e.g. Project Alpha, Project Beta...)

  • Level 2: Contract type (NDA, Service, Partnership).

  • Level 3: Counterparty name

Advantages :

  • Natural structure for multi-entity contracts.

  • Highly flexible and scalable.

Preferred if → Your contracts are mainly linked to cross-functional projects.

Option 4 - By Business Scope

Structure:

  • Level 1: Business area (e.g. R&D, International Expansion, Strategic Partnerships).

  • Level 2: Type of contract

  • Level 3: Counterparty name

Advantages:

  • Allows grouping by business area.

  • Highly scalable.

Preferred if → Your organization is structured by business lines or functions.


How to choose easily?

Answer these 3 questions:

  1. Strong confidentiality between entities / subsidiaries required?

    • Yes ➔ Option 2 (By Subsidiary)

    • No ➔ Go on to the next question

  2. How will your users naturally find a contract?

    • By contract type ➔ Option 1

    • By project ➔ Option 3

    • By business activity ➔ Option 4

  3. Do you want an easily scalable structure?

    • Yes → All except Option 2 are suitable for growth

Quick comparison table

Criteria

Option 1 (Contract type)

Option 2

(By subsidiary)

Option 3

(By project)

Option 4

(By business scope)

Scalability

🌟🌟🌟

🌟

🌟🌟🌟

🌟🌟🌟

Strict confidentiality

🌟

🌟🌟🌟

🌟

🌟

Easy administration

🌟🌟🌟

🌟

🌟🌟🌟

🌟🌟🌟

Suitable for multi-entity contracts

🌟🌟🌟

🌟

🌟🌟🌟

🌟🌟🌟


Points of attention

  • Prioritize simplicity for the end user ➔ access in maximum 2-3 clicks.

  • Limit the number of levels to a maximum of 3 to avoid complicating navigation.

  • Anticipate growth ➔ Choose a structure capable of accommodating new projects, contracts or subsidiaries without redoing everything.

  • With Tomorro, you'll be able to arrange your contracts automatically. For each type of contract, you can define the storage path.


To sum up

Your organization must be natural for your users, adapted to your growth, and secure according to your need for confidentiality.

If you have any doubts, we can help you validate the best option during your coaching!

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