BinderBrown Family evidence system
Binder Home

Your documents, at your fingertips.

Home · Library · Review · Browse preserve the mobile Option A structure while desktop expands the workspace.

Binder Home

Workflow-focused, not menu-focused.

418Documents
6Banker boxes
22Originals
12Restricted

Recently touched

State Farm Auto DeclarationAug 20
Marriage CertificateVerified
Chevrolet Trax TitleReady
All Documents · 418
State Farm Auto Declaration — 2026Insurance · Trax · Current
Marriage CertificateIdentity · Banker Box 4
2020 Chevrolet Trax TitleVehicle · Banker Box 2
2025 Federal Tax ReturnTax · Restricted

Facets

Saved Views

2026 TaxesSaved
Chevy Trax RecordsSaved
Estate OriginalsSaved
Binder document preview

State Farm Auto Declaration — 2026

The actual preserved source document appears here. Desktop keeps full preview available while metadata and relationships stay editable beside it.

Review queue

12 scans need classification

OCR complete. Confirm type, date, owner and linked record.

3 possible duplicates

Compare title, issuer, date and extracted text.

2 broken external links

Repair source while preserving metadata.

Review health

38Inbox
7Review
2Broken links
3Requests

Categories

Identity · Money & Tax · Assets · Insurance · Household

Physical Storage

Banker Boxes 1–6 and physical originals.

Requests

Known evidence still to acquire.

Recent

A browse lens, not permanent navigation.

Archive

Superseded and retained evidence.

Saved Views

Power-user navigation without shell clutter.

BUILD REFERENCE — NOT PART OF SHIPPED PAGE

Binder Workflow Index

The simplified shell does not remove capabilities. Implementation must support all 22 workflows below.

1. Upload Document

  1. Create Inbox record.
  2. Detect type and extract metadata.
  3. Identify people, organizations and likely owning area.
  4. Check duplicates.
  5. Request confirmation.
  6. Store file/reference, route and publish readiness.

2. Add External Link

Dropbox, NAS, portals, Drive, attorney custody, government records.

  1. Capture title, URL/path, provider, related record and access class.
  2. Verify when possible.
  3. Store no credentials.
  4. Record last verified and route.

3. Scan Paper Document

  1. Capture image/PDF.
  2. Correct orientation and page order.
  3. Classify and extract metadata.
  4. Preserve physical-original location.
  5. Create digital record and scan-quality state.

4. Email Attachment Intake

  1. Create Inbox document.
  2. Link source email.
  3. Classify and identify related record.
  4. Route and preserve sender/date.

5. Classify Document

  1. Select type/category/date.
  2. Assign people/entities and owning area.
  3. Set access.
  4. Leave Inbox.

6. Link Document to Record

  1. Search Registry/area records.
  2. Attach without copying.
  3. Preserve existing links.
  4. Update document summary.

7. Duplicate Detection

Compare hash, title, date, issuer, amount, number and extracted text.

Choose same document, new version, separate, keep both, or delete duplicate.

8. Replace or Supersede

  1. Add new version.
  2. Link and mark prior superseded.
  3. Preserve both.
  4. Update current version and audit history.

9. Document Review

Triggers: review date, expiration, linked-record change, broken link, identity conflict.

Choices: confirm, replace, archive, change access, professional review.

10. Expiration

  1. Calculate warning date.
  2. Notify owning area.
  3. Publish Daily Command action.
  4. Preserve expired version after replacement.

11. Signature Required

  1. Mark ready to sign.
  2. Identify signers and witness/notary needs.
  3. Publish task.
  4. Record execution, store final, supersede draft.

12. Broken External Link

  1. Mark broken.
  2. Notify owner and preserve metadata.
  3. Request replacement.
  4. Update last verified after repair.

13. Access Request

  1. Request access.
  2. Evaluate role/rules.
  3. Approve or deny.
  4. Log decision and access.

14. Emergency Access

  1. Confirm authorized role.
  2. Reveal approved packet only.
  3. Log and expire access as appropriate.
  4. Preserve audit.

15. Archive Document

Archive when replaced, historical or inactive. Archive does not delete.

16. Delete Document

  • Show linked records.
  • Warn about historical impact.
  • Require confirmation.
  • Retain deletion audit.
  • Do not auto-delete external originals.

17. Missing Document

  1. Owning area identifies requirement.
  2. Create one task and likely source.
  3. Close when linked.
  4. Update readiness.

18. Document Request

Track requested from, request date, method, expected date, response, follow-up and received document.

19. Annual Records Review

Consolidated review by Tax, Insurance, Estate, Identity, Property, Employment and Credentials.

20. Export Packet

For tax preparer, attorney, insurer, lender, school, fiduciary, family member or government response.

Includes selected documents, metadata index, access expiration, purpose and audit log.

21. Physical Original Tracking

Store location, container, custodian, last verified and retrieval instructions.

22. Document Access Audit

Record user, document, action, date/time, purpose and result.