Can I sign documents in Cash Workspace?

No. Cash Workspace does not offer e-signature. It stores and organizes documents so you can find the right version quickly; signing happens wherever you already handle it.

Does it review my contracts?

No. Cash Workspace does not review contracts or provide legal advice. It keeps your agreements filed and easy to find so the right version is always at hand.

How should I name my documents?

Name each document with its date and a short description so the current version is obvious at a glance and older versions can be archived rather than deleted.

How do I keep document versions straight?

Put the date in the file name and archive superseded versions into a clearly-labelled “previous” folder, so the live version is never in doubt.

business document organization

Business document organization for motion designers

Contracts, agreements, statements, and receipts live in different apps and inboxes, so finding the right version of the right document takes far too long. For motion designers, documents like Client contracts and statements of work, Project estimates and change orders, and Creative briefs and moodboards end up spread across apps and inboxes. Cash Workspace gives you one place to record each item, attach its file, and keep it where you can find it. It is free.

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The problem

Why motion designers lose track

Contracts, agreements, statements, and receipts live in different apps and inboxes, so finding the right version of the right document takes far too long.

Buying stock footage or music for one campaign but not tagging the receipt to that project, making license scope impossible to reconstruct
Treating font and template licenses as generic 'assets' instead of recording their per-project usage terms
Not separating out-of-scope revision-round costs from the original project budget

The workflow

How motion designers keep it organized

A simple, repeatable way to document organization records without special software.

1
Decide the folders your documents fall into
Set up a small, stable set of folders that match the documents motion designers actually keeps — Client contracts and statements of work, Project estimates and change orders, and Creative briefs and moodboards.
2
File each document where it belongs
Put every document into one folder with a clear name, so there is one obvious home for each thing rather than five maybes.
3
Keep versions and dates straight
Name documents with a date so the current version is obvious and superseded ones can be archived, not deleted.
4
Review the structure each quarter
Every few months, clear the inbox of stragglers and confirm the folders still match how the business works.

Record structure

What each record holds

The fields that make a document organization record complete and findable.

Document type: Contract, statement, agreement, receipt, or record — the top-level sort.
Counterparty: The client, vendor, or institution the document relates to.
Date: The document's date, used in the name so the current version is obvious.
Folder: The single folder that document lives in.
Note: Anything you will want to remember when you find it again.
Project or campaign: The client project or campaign the cost belongs to
Deliverable: Which specific deliverable, e.g. 15s promo, title sequence, social cutdowns
License scope: Whether a stock, music, or font license is single-use, project, or broadcast-scoped
Round or version: The revision round a cost was incurred for, useful when scope creeps

Example setup

An example structure

One way motion designers can lay this out in Cash Workspace.

Contracts & agreements

Client contracts and statements of work and Client contracts and statements of work, named with dates.

Statements & records

Bank/card statements and supporting records, filed by period.

By counterparty

A subfolder per client or vendor where the volume warrants it.

Common mistakes

Common mistakes to avoid

Buying stock footage or music for one campaign but not tagging the receipt to that project, making license scope impossible to reconstruct
Treating font and template licenses as generic 'assets' instead of recording their per-project usage terms
Not separating out-of-scope revision-round costs from the original project budget
Letting plugin and subscription renewals pile up untagged so the monthly total is a surprise
Storing collaborator invoices in scattered email or chat threads instead of the project's record folder
Keeping five half-versions of the same document with no clear current one.

How it helps

How Cash Workspace helps

Record it, don’t re-key it

Enter each item once — date, vendor, amount, category — and attach the file to that record. No bank sync, no receipt-reading; the record is deliberate and yours.

One consistent structure

The same categories and folders every month, so motion designers always know where a record goes and where to find it later.

Find the right version fast

Documents filed by type and dated in the name, so the current version is obvious and nothing is lost to an inbox.

Expense & receipt organizer

The expense and receipt guide for motion designers.

Accountant handoff folder

The accountant handoff guide for motion designers.

Business document organizer

A related organization guide.