Documents
Filing the documents of an estate, and exporting them
Regorus does not ask you where to put a document: it looks at what the document is and works out its place. The dossier's ZIP then gives you back the folders you had in front of you, under the same names.
- No filing to do
- an incoming document finds its place without you touching it
- To your habits
- you rename, reorder and hide your practice's folders
- No document lost
- what Regorus cannot file lands in « To file », and you see it
How it works
- 01The document arrives and Regorus looks at what it is
- 02It files itself, in several places at once where it belongs
- 03The dossier's ZIP gives you back the same folders
Each document files itself, according to what it is
Regorus does not ask you where to put a document. It looks at what the document is, who it belongs to and which institution issued it, and works out its place. An LCL statement in the deceased's name lands under Assets, then Banks, then LCL, without you doing anything.
And a document that belongs to two places appears in both. A bank statement is at once the bank's document and a supporting document for the tax return. Filing that forced you to choose would force you to remember that choice six months later, which is exactly the problem with paper filing.
File names follow your practice's own convention
You compose a document's name from six elements: the document type, the institution, the beneficiary, the deceased, the date and the year. You choose which ones, in what order, with which separator, and the preview rewrites itself while you set it.
Every document received then carries that name, inside the dossier and in the archive, without anyone renaming a file by hand.
The tree takes your practice's own labels and order
Rename a folder, move it up or down the list, hide the one your practice does not use: the tree of every one of your succession dossiers takes that shape, once and for all. « Banks » becomes « Financial institutions » if that is your word for it.
And nothing gets lost on the way, because documents are attached to the folder itself, not to its label. A hidden folder holding a document stays visible, in fact: hiding lightens the screen, it never mislays a file.
- Once for the practice
- your labels apply to every dossier, present and future
- A move is remembered
- a document you drop elsewhere by hand stays there
Getting started
- 01The standard filing applies from the first dossierRegorus
- 02You rename, reorder or hide the foldersthe practice, once
- 03You compose your file names, with a live previewthe practice, once
- 04Every document received files and names itselfRegorus
Both settings are optional: without them, the standard filing and our way of naming apply. A practice that already has its habits gains by setting them once, for every estate.
“Regorus simplifies how we investigate and follow up our succession files. Documents are managed in one place, and we save precious time every day.”
Frequently asked
What happens to a document Regorus cannot file?
It goes to « To file », and you see it. No file is lost or quietly set aside, and you move it wherever you want.
Can I move a document by hand?
Yes, and it stays where you put it: your choice comes before the computation. That gesture does not change what the document is, because dropping a statement onto a bank's folder can mean « this is a bank statement » as much as « attach it to this account », and guessing would produce wrong corrections.
Can we adapt the filing to our habits?
You rename, reorder and hide the folders as much as you want. What you do not redefine are the rules that decide where a document goes: they settle cases no setting would express, such as telling a gift between spouses from an earlier gift.
Does the archive contain the whole dossier?
It contains the dossier's documents, filed as on screen and named according to your convention. The structural folders are there even when empty, so that the archive has the shape of an estate file and not that of a pile of documents.
Can we get the documents into our deed-drafting software?
The ZIP archive is what does that today: it gathers the dossier's documents, filed and named according to your settings, and you upload them into your deed-drafting software. A direct link is in the works, and we will open it when it is ready.
Find in the export what you saw on screen.
A dossier's archive has the same structure as the screen, folder for folder, and its files carry your own naming convention. Nothing to re-file before handing it over.