4.1

File Naming That Actually Works

30 min

  • The anatomy of a good file name: Client_Project_Type_Date
  • Examples across roles:
    • Consultant: Acme_StrategyReview_Deliverable_2024-03-15
    • Paralegal: Smith_v_Jones_DiscoveryMemo_2024-03-15
    • Claims Analyst: CLM-2024-1847_MedicalReview_2024-03-15
    • Financial Analyst: Q1-2024_RevenueAnalysis_Report_2024-03-15
    • Operations Manager: Hiring_SOPUpdate_Process_2024-03-15
  • What to avoid: vague names, version sprawl, special characters
  • Quick wins: batch renaming your most-used files this week