Feature

Dossiers: the matter, not the folder

Folders describe where something is stored. A dossier describes what it is about. That is the difference between filing and an overview.

A dossier in BoxBee with messages, attachments and appointments for one matter

What a dossier is

A dossier is the bracket around a matter: a building site, a client, a dispute, a project. Inside are messages from several threads, the attachments, the appointments that came out of them and your notes. Messages from different senders belong there too, as long as they concern the same thing.

The autopilot files new messages into the right dossier by itself when the connection is unambiguous. Where it is unsure, it asks.

Archive instead of delete

Finished dossiers move to the archive. They leave the daily view but stay fully searchable. That matters, because the one message you need years later is always the one you thought was unimportant at the time.

For retention duties that means: nothing is lost just because you tidied up.

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