Provider file organizer and evidence index
Index the files you already keep so the right document is quick to find and show.
At a glance
Who uses itAdministrator
AreaOffice operations · Ongoing
PriceIncluded in your membership
What goes in
- Approved OneDrive and SharePoint scope
- Folder and file IDs
- Document classification mapping
- Existing permissions
Steps
- Step 1Inventory only granted scope
- Step 2Propose classification and naming changes
- Step 3Detect duplicates without deleting blindly
- Step 4Apply approved reversible changes
- Step 5Maintain source and version pointers
Results
- Searchable file index
- Missing and misfiled queue
- Safe organization plan
- Evidence links
Where it stops
Keep existing provider storage authoritative; no wholesale migration by surprise.
Builds on
Official sources
- Overview of Selected Permissions in OneDrive and SharePoint - Microsoft GraphMicrosoftChecked Sep 29, 2026
- Guidance on HIPAA & Cloud ComputingU.S. Department of Health and Human Services, Office for Civil Rights
See it with your own recordsA 30 minute call about your office and the work it follows up on.
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