- 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
- Consultant:
- What to avoid: vague names, version sprawl, special characters
- Quick wins: batch renaming your most-used files this week