---
id: KB-ET-012
url: https://app.codecontract.io/help/your-workspace/where-everything-lives
idioma: en
categoria: espacio-de-trabajo
subcategoria: contactos
audiencia: usuario
nivel: basico
actualizado: 2026-08-13
tambienEn: [es]
relacionados: [KB-CC-006, KB-CC-003]
citadoPor: [KB-TD-005, KB-TD-012, KB-PR-026]
---

# Where does everything live?

_The map of what lives where, so you stop looking in the wrong place._

**Responde a:** where are documents stored · where do i see what i sent · i do not know which screen to look at · difference between case document and contact

Most of the time lost when starting is not learning how to do something: it is finding where it is. Here is the map, and with it nearly every navigation question disappears.

| If you are looking for… | It is in… | And it is organised by… |
| --- | --- | --- |
| A specific document | The case it arrived in, or search | Its content: search by tax ID or number, not filename |
| What you asked someone for | That matter's case | Who is involved and what they are missing |
| What you sent for signature | The request, under signatures | Its state: sent, opened, signed |
| A company's details | Its contact record | The organisation, with its people inside |
| What you signed for others | Your participations | The other party, not you |
| What is stuck | The list, filtered by age | Whatever has waited longest |

> [!IMPORTANT]
> The commonest confusion is between **case** and **document**. The case is the matter — onboarding a supplier, a site; the document is one of the things inside it. If you cannot find a loose document, look for the matter it belongs to.

## The rule that saves most time

Search by what the document says, not by where you think it is. Search looks inside content, so a tax ID, a registration or a policy number finds in a second what navigating takes half an hour to reach.

> [!WARNING]
> If you cannot find something someone swears they uploaded, check two things before searching harder: which organisation you are in, and whether you have permission to see it. Those are the two commonest causes and neither is a search problem.

> [!NOTE]
> What repeats weekly deserves a saved filter. Navigating to the same place five times is the sign it should be one click away.

**Can a document be in two places?**

It is linked rather than duplicated, and takes no double space.

**Where do I see what expires?**

By filtering on expiry date.

**What about what I deleted?**

It depends on your retention policy; do not count on recovering it.

## Ejemplos

**Someone new spends twenty minutes looking for a certificate by filename.**

- Searches the supplier's tax ID

→ Finds it in seconds, and from then on always searches by content.

**Nobody can find a document they know exists.**

- Searches by content rather than by folder

→ You get there without walking the structure.

**Each person files things wherever they think best.**

- Agrees where each document type goes

→ Anyone reaches the same place.

**A file exists in two places.**

- Checks which is the good one and merges

→ There stop being two versions.

**Somebody new does not know where to look.**

- Shows them the structure and the search

→ They find their way on day one.

**What is being looked for sits in somebody's inbox.**

- Uploads it to the file on receipt

→ Information lives where people look.