Institution Edition – Internal Reference
A practical internal reference document designed to record where important information, systems, files, and resources are located within an organization.
This document creates a single, reliable place to capture how information is organized—so staff can find what they need without relying on specific individuals or institutional memory.
Designed for environments where clarity, continuity, and onboarding matter.
What This Document Is For
Recording locations of key documents and records
Documenting shared drives, folders, and file structures
Listing systems, tools, and platforms in use
Noting where access credentials are stored (no passwords)
Capturing physical locations and storage
Explaining how information is organized in plain language
Designed For
Offices, clinics, studios, and service-based organizations
Teams with shared systems and files
Managers responsible for onboarding and continuity
How to Use
Fill once
Update when systems change
Keep accessible for staff reference
Format & Use
Internal reference document
No subscription
Pay once, update as needed
Designed for long-term use