Welcome, Contractor / VA!
To work with us, all files must be organized correctly. This folder is your single source of truth. Following this folder schema is not optionalβit's how we manage projects, track payments, and maintain compliance. Your organization is key to our process.
π piiFolder
This is for your "Know Your Customer" (KYC) and compliance documents. This folder has restricted access and is used for payroll and legal setup.
Your Action: Place your W9/W8BEN, ID, and signed NDA here once during onboarding. We will retrieve them to set you up in our payroll and legal systems.
β personalInfo (Tax ID, Address, Emergency Contact)
β contractsNdas (Signed Contracts, Non-Disclosure Agreements)
β payrollDocs (W9, W8BEN, Direct Deposit Forms)
β±οΈ trackingFolder
This is your complete financial ledger with us. This is how you get paid.
Your Action: At the end of each pay period, place your final timesheet in `timesheets` and your matching invoice in `invoicesSubmitted`. We will review these files and place a payment receipt in `paymentRecords` after processing.
β timesheets (Organized by YYYYMM format: 202501January)
β invoicesSubmitted (Drop new invoices here)
β paymentRecords (We place payment receipts here)
β hoursSummary
π― projectsActive
This is your day-to-day workspace. All active project assets, deliverables, research, and communications
must be organized here.
Your Action: Save all your work inside the correct `projectName` folder. Do not email files; place them in `deliverables`. Use `commLogs` for notes and `researchAssets` for your findings.
β projectNameA (contains: deliverables, researchAssets, commLogs)
β projectNameB (contains: deliverables, researchAssets, commLogs)
β projectNameC (contains: deliverables, researchAssets, commLogs)
π projectsFuture
A planning area for upcoming work. We will place briefs and resource materials here for your review before a project begins.
π reportsPerformance
This is where you
must upload your regular status reports.
Your Action: Place your weekly or monthly summary reports in the `weeklyReports` or `monthlyReports` folders so we can review performance.
π projectsArchive
A read-only folder. We will move completed projects here for your historical records.
Welcome, Vendor Partner!
This shared folder is our official B2B portal. All Purchase Orders, invoices, and compliance documents are managed here. Following this folder schema is essential for a smooth procurement and payment data flow.
π kybFolder
"Know Your Business" (KYB) documents for compliance and vendor setup.
Your Action: Before our first order, you must upload your W9, Certificate of Insurance (COI), and business licenses here. We cannot issue a PO until these are on file.
β businessRegistration (EIN, Tax ID, Business License)
β bankingInfo (W9 Forms, Account Details)
β insuranceCerts (Liability, Workers Comp)
π¦ ordersDeliveries
This folder manages the entire procurement lifecycle.
Our Action: We will place all new Purchase Orders (POs) in `ordersActive`.
Your Action: When you ship, you must upload packing slips and delivery confirmations to `deliveryConfirmations`.
β ordersActive (We place new POs here)
β deliveryConfirmations (You upload proof of delivery)
β shippingDocs
π° trackingFolder
Your accounts-receivable hub. This is how you get paid.
Your Action: To get paid, you must submit all invoices to the `invoicesSubmitted` folder. **Crucially, your invoice filename should match the PO number** (e.g., `PO-1052-Invoice.pdf`). We will place payment receipts in `paymentRecords`.
β invoicesSubmitted (Drop new invoices here)
β paymentRecords (We place payment receipts here)
β creditMemos
π productCatalog
A shared folder for your latest product sheets, pricing, and technical specs. Please keep this up-to-date.
Welcome, Valued Customer!
This is your secure client portal (e.g., for your self-storage unit or rental property). This folder schema organizes all your account documents, billing history, and contracts in one transparent place, so you can find what you need, anytime.
π€ kycFolder
Your account and billing information.
Your Action: Please upload your contact info here when you sign up. If you move or change your billing address, you can update the files here.
β contactInfo (Primary Contact, Phone, Email)
β billingInfo (Payment Methods, Billing Address)
π contractsAgreements
Contains all your legal agreements with us (e.g., your storage unit lease, service agreement).
Our Action: We will place your new lease or SOW here.
Your Action: Please sign the document and re-upload it to this same folder.
β serviceAgreements (Leases, SOWs)
β signedProposals
π° trackingFolder
Your complete billing history.
Our Action: We will place your new monthly invoices (e.g., for rent) into `invoicesReceived`. After you pay (via our payment portal), we will add your receipt to `paymentReceipts`.
β invoicesReceived (New invoices from us appear here)
β paymentReceipts (Your payment history)
β billingStatements
π¬ communicationFolder
A place for non-urgent communication. You can find meeting notes here, or upload feedback.
π projectsArchive
A read-only folder where we will place records of completed projects or past leases.