Relations, Database

Free Notion Template: Simple Document Management

Sarah Brennan ·

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📂 Create Import Folders

If you’re planning to use Notion to organize a document wiki for your team, this simple document management template can be a great starting off point. Each entry into the document database is an import into the workspace with the ability to file documents into folders, identify who uploaded at what time, file types, and more.

How Folders And Docs Connect

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Using a relation property the entries labeled “Import” become children to entries labeled “Folder.” This relation is called a Parent-Child relation or a relation made in the same database.

The child relation is called “Imports” and the parent relation (after syncing both ways) is called “Folder.”

Both databases are part of one single database. The documents, however, is a linked database from the original and filtered to show only “Imports” from a select property.

The Filters

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  • Folder Database: Type is Folder

  • Documents Database: Type is Import

The Documents And Properties

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  • Type: “Import”

  • Folder: Relation to folders

  • Created: Time created

  • File: Upload file here

  • Uploaded by: User who uploaded file

  • File Type: Formula that finds the file extension name:

replaceAll(prop("File"), ".*[?!^.]", "")

The Folders And Properties

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  • Type: “Folder”

  • Imports: All documents associated with folder

  • # Of Documents: Rollup from imports to find the sum of all docs

  • Latest Added: Rollup from import’s created property to Latest Date.

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Extra: If you’re looking for different ways to identify documents, I have another database that finds only the number of certain types of file extensions here.

 

Further Reading

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