How can I organize and manage all campaign-related documentation within the platform?
Quick answer
The honest split first: a discovery platform is not a document management system, so briefs, contracts, invoices and reports live best in your document stack, one campaign folder template, same subfolders every time, brief, agreements, content, finance, reporting, cloned per campaign so nothing gets invented under deadline. What belongs with the platform is the creator-linked layer: the vetting evidence, the rate history, the collaboration notes and the shortlist decisions, since those records gain their value from sitting attached to the creator they describe rather than buried in a folder named Q3. The connective habit is a link line: each creator record carries the path to that campaign folder, so the two systems reference each other instead of competing. Scattered documentation is rarely a storage problem, it is a decision nobody made about where each thing lives. Make the split once, template the folder, link the layers and the scavenger hunts end because every document type finally has exactly one home. Keep the creator-linked layer in the database, attach the vetting evidence from analytics where it stays with the name it describes and let creator search feed new creator records that arrive pre-organized.
Briefs, contracts, invoices and reports are scattered across drives, inboxes and chats. How can I organize and manage all campaign-related documentation within the platform or wherever it should actually live?