Platform · Organizing and finding
Library & Search
Keep material in order inside the work, and find it without widening who can see it.
Library & Search is the part of DocuPrivé designed to keep documents in order within a piece of work. Every document keeps a stable identity, folders place documents without granting access, names follow rules you confirm, dates keep their source, and finding material never widens who can see it.
Designed, not yet built: everything on this page.
The problem it is designed for
- statement_march.pdfstatement_march (1).pdfFINAL statement march v2.pdf
Three copies, three names, no record of which one the work relied on, where it came from, or who may open it.
D-1051 2026-03 Bank statement statement date · Example Trading year-end
Designed, not yet built
Arrange it any way. The document stays the same document.
Try the three controls. This example is built for this page to show the design. Nothing in it exists in the development build, and it does not search anything.
Documents keep their identity however they are arranged
Example Holdings matter
- D-1042 Engagement letter Example Holdings matter
- D-1043 Passport scan Example Holdings matter
- D-1052 Funds letter v2 Example Holdings matter
Example Trading year-end
- D-1051 statement_march.pdf Example Trading year-end
- D-1060 Minutes (final) Example Trading year-end
- D-1061 Proof of address Example Trading year-end
Six design rules.
Each one is designed and not yet built.
- 01
A stable identity for every document
Every document keeps a stable identity. Renaming or moving it changes how it is labeled and where it sits, never who can access it.
Designed, not yet built - 02
Folders place, they do not permit
A folder is where a document sits, not a permission. Access comes from the work it belongs to.
Designed, not yet built - 03
Names that follow your rules
Naming rules help documents arrive with consistent, readable names, and you confirm before anything is saved.
Designed, not yet built - 04
Dates that keep their source
A document's date is recorded with where it came from, and is never quietly set to today.
Designed, not yet built - 05
Finding only what you may see
Finding material is designed to respect the same boundaries as access: you find what you are allowed to see.
Designed, not yet built - 06
Suggestions, not silent moves
Automated suggestions can propose a name or place. They do not move documents on their own. Automated assistance will not decide on its own to hold, keep or dispose of material. Those decisions have an accountable person.
Designed, not yet built
Limits
Questions
4 answers. More on the questions page.
Does a folder control who sees a document?
No. A folder is where a document sits, not a permission. Access comes from the work the document belongs to, so moving it between folders does not change who can open it.
Will DocuPrivé rename my files automatically?
No. Naming rules and automated suggestions can propose a name or a place, and you confirm before anything is saved. Suggestions do not move documents on their own.
Can search show me documents from other work?
It is designed not to. Finding material follows the same boundaries as access, so you find what you are allowed to see and nothing beyond it.
Can I use Library & Search today?
Not yet. Library & Search is designed and not yet built. Today's development build covers Rooms, issued Requests and verified access to Request details.