Folder Dashboard Naming standard Staff guide Downloads Contact

See what changed in the shared client folder.

One web page that shows what is in the folder, what was added or edited, and which files do not follow your naming standard. It reads the folder from each person's own computer, and nothing is uploaded.

Version 1.4.6, released 4 November 2026

Client folders and the files inside them are checked against a naming pattern like this one. Anything that does not match gets a Check name badge and the reason. The dashboard only flags; it never renames or moves a file. Why the standard matters

Why the naming standard matters

A shared folder is only as useful as its names. Names that follow one pattern keep every file findable, attributable and easy to move, years from now and for people who were never there when it was saved.

The standard on one page

Client folderC00123_Nel_Johan
C00124_Kalahari-Greens_PTY
File<ClientCode>_<DocType>_<YYYY-MM-DD>_<descriptor>[_vNN][_signed].<ext>
  • The client code (C and five digits) comes first, never changes, and is repeated in every file name.
  • Underscores separate the parts. Hyphens join words inside a part. No spaces, accents or symbols.
  • The date is the date of the document itself, year first.
  • The descriptor is short, lowercase and neutral: no diagnoses, ID numbers or other sensitive details.
  • Version numbers (_v02) go only on editable files. Never "final" or "new".
  • A signed copy is a PDF ending _signed, with no version number, and is never saved over.
  • Allowed types: pdf, docx, xlsx, jpg, jpeg, png, webp, in lowercase. Keep the whole name under 80 characters.
  • Never put an ID number, policy number, date of birth or status in a name.

Document types

CodeUse for
KYC-ID, KYC-POAIdentity document, proof of address
MANMandate or consent
FNA, ROANeeds analysis, record of advice
QUO, APPQuotation, application
POLPolicy schedule or contract
CHGChange request
CLMClaim
CORCorrespondence
PHOPhotographs
OTHAnything else

What slipping costs. Every name that drifts makes the next one easier to let drift. Correcting thousands of files later takes far longer than naming each one properly today.

What it does

Shows the whole folder
Totals, main folders, client cards with the most recently active first, and search across file names and tags.
Flags changes
New and Updated badges for the last 24 hours, an activity list, and what changed since the last visit. It rescans on its own, from every 5 seconds to every 5 minutes.
Checks names
Lists client folders and files that break the naming standard, with the reason, so staff can correct them in File Explorer.
Opens folders in File Explorer
One click from the dashboard to the folder that holds a file. Needs the one-time installer on each Windows PC.
Tags files
Staff add tags that everyone using the same folder can see and search.

Needs: Chrome or Edge on a desktop or laptop. No server and no administrator rights on staff PCs. Open in Explorer is Windows only; other systems keep Copy path.

Set up on your server

  1. Make a folder for the kitOn the network, outside the shared folder the dashboard monitors. Staff get read-only access; only you can write to it.
  2. Unzip the kit into itDownload it below and copy every file across.
  3. Edit config.jsonbasePath is the folder staff select in the dashboard. allowedRoots lists the only folders Open in Explorer may open. The file in the kit holds example paths, so change both.
  4. Test on one PCUse a normal, non-admin account and work through the pilot checklist in README-DEPLOY.txt.
  5. Tell staff to run the installerThey open the kit folder and double-click Install-FolderDashboard.bat. It installs for that user only.

To install for everyone at logon, use the silent command in README-DEPLOY.txt.

How the version check works

  1. Each dashboard asks this site for version.jsonWhen it opens, then every 12 hours. Staff can also click Check for updates at the bottom of the dashboard.
  2. A banner appears when a newer version existsIt lists what changed. It only informs: nothing on the PC is replaced.
  3. You download the new kit from this pageReplace the files in your kit folder and keep your own config.json.
  4. Staff update from the Start menuFolder Dashboard, then Update Folder Dashboard. A logon script does the same silently.

The address every dashboard checks:

https://folder-dashboard.ntsutech.workers.dev/version.json

If a PC cannot reach this site, the dashboard says so and keeps working.

Host the files on your own server instead

Copy version.json and the two dashboard files to your server, then change UPDATE.url near the top of folder-dashboard.html to your own https address and set the files addresses in version.json to match. The dashboard opens from a file on the PC, so your server must send Access-Control-Allow-Origin: * for version.json. The _headers file next to this page does that on Cloudflare.

Downloads

Administrator kit, version 1.4.6

Everything in the lists below in one zip, ready to unpack into your kit folder.

Download .zip (136 KB)
SHA-25683afd3091496ed4b4cfb864b1cd72e20e408aa2d86df712101fc99db9a8bee45

Dashboard

  • folder-dashboard.html65 KBThe dashboard. One file; open it in Chrome or Edge.Download
  • folder-dashboard-guide.html24 KBQuick guide for staff. Keep it next to the dashboard.Download

Installer kit

  • Install-FolderDashboard.bat461 BStaff double-click this to install or update.Download
  • Install-FolderDashboard.ps19 KBThe installer the .bat runs; also behind the Start menu Update shortcut.Download
  • FolderDashLauncher.ps15 KBOpens one existing folder in File Explorer when a dashboard button is clicked.Download
  • Uninstall-FolderDashboard.ps11 KBRemoves the per-user install from Apps & features.Download
  • folder-dashboard.ico97 KBShortcut icon.Download
  • config.json434 BTemplate with example paths. Set basePath and allowedRoots before use.Download

Update feed and notes

  • version.json1 KBThe file every dashboard checks for a newer version.Download
  • README-DEPLOY.txt5 KBAdministrator notes: set-up, pilot checklist, silent install.Download

Check a download

Compare the checksum on this page with the one Windows calculates for your file. They must match exactly.

Get-FileHash .\folder-dashboard-kit.zip -Algorithm SHA256

Before you roll it out

  • Keep the kit folder read-only for staff. Everyone who runs the installer runs whatever is in that folder, so anyone who can change it can run code on staff PCs.
  • List every route to the share in allowedRoots, for example a drive letter and the network path. If it is empty or wrong, Open in Explorer opens nothing, which is deliberate.
  • Unblock the files once on the share (right-click, Properties, Unblock) so Windows does not show a protection warning to each user.
  • Pilot on one PC first. PCs with AppLocker, Constrained Language Mode or Defender attack-surface rules need the launcher confirmed.

Recent changes

  • Guide: new section on why the naming standard matters.
  • Change: the sample ticker arrows now sit right beside the sample text on any screen size.
  • Change: .jpeg and .webp are now accepted file types alongside .jpg and .png in the naming check.
  • Fix: the naming-standard ticker no longer stops. New: previous/next buttons to find a specific sample; automatic scrolling resumes 8 seconds after your last click.
  • New: naming-standard samples roll through the top bar, one every 8 seconds (pauses while the pointer is over it).
  • Change: clicking a file row opens its folder in File Explorer (when the installer has been run). Use the new Open file button to open the file itself.
  • New: Open in Explorer buttons (top bar, file rows, Needs attention list). Needs the one-time installer from your shared folder; Copy path still works without it.
  • New: installer kit for deployment from a shared folder (shortcuts, default folder path, update and uninstall).

Built by AI-John

Folder Dashboard is made by AI-John. For questions about set-up, the naming standard, or changes you would like to see in the dashboard, write to aijohn@xeric.co.za.

Email AI-John