Truleno Docs

Split, classify and file mixed client document packages into the folder structure your firm already keeps.

Active filing scheme

  1. institution
  2. accountType
  3. accountLast4
  4. year

A March 2024 Chase checking statement files as

JPMorganChase/Checking/6027/2024/20240301_20240331.pdf

This hierarchy comes from FAC’s verbal description on 2026-08-04 and has not been confirmed against their binder. It is configuration, not code — see DOC-12.