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Automate document archiving

How to enable automatic project filing in the Repository?

Updated this week

Tomorro allows you to automatically file your projects in the right folders, with no manual action required.

Configure your archiving rules once in your templates, and every project created from those templates will be automatically filed.

Configure automatic archiving from a template

Open the template to configure

From the Templates interface, select the one for which you want to define a target folder.

Choose the target folder

  • Open the Folder section.

By default, all projects are filed in the Repository.

  • Click Repository to select or search for a specific folder or subfolder you have access to.

  • Click store here to confirm the location.

Once the folder is selected, all future projects created from this template will be automatically filed in it.

Add a dynamic subfolder (optional)

Dynamic subfolders allow you to automatically create an additional filing level based on a smart field (e.g., Counterparty, Template, business field…).

  • Click Add a dynamic subfolder.

  • Type @ to insert a smart field.

Recommendation: avoid text-type fields, which are case-sensitive (e.g., Air FranceAIR FRANCE).

  • Select the desired smart field (e.g., Counterparty).

  • The structure is saved automatically.

It will apply to all future projects created from this template.

You can:

  • Add text before or after the field

  • Combine multiple fields in the same dynamic structure

Preview the filing in the Repository

Once the configuration is applied:

  • New projects, whatever their status, will automatically be filed in the defined folder.

  • If a dynamic subfolder is enabled:

    • Tomorro places each project in the correct subfolder based on the field value.

    • If the subfolder already exists, it is reused.

    • If it does not exist, Tomorro creates it automatically.

Example

Template → Folder Sales + dynamic subfolder @Counterparty

➡️ Tomorro automatically creates one subfolder per counterparty and stores the matching projects inside.

Manage folder access rights

If folders are created inside an existing parent folder, the parent’s permissions are inherited by all subfolders.


If the first level remains Repository, only the template owner will have access to the new folders (no permissions can be inherited from this level).

Tip: Create a dedicated parent folder (e.g., “Sales”), assign the appropriate permissions to it, and then use it as the first level for your dynamic folders.

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