This serves, in essence, as a rudimentary tagging system in addition to a naming convention.Ģ. You could code documents as proposals, offers, contracts, marketing, or any other sort of document you routinely bump into. ![]() would be named – area51 – service agreement.pdf. If you are in the service business for example, you could add the client name after the date: The February 7 service agreement for a company named Area 51, Ltd. So, for example, a letter from Brett Terpstra to me on May 16 about a new iPhone gets named – terpstra->sparks re-iphone 7.pdf. For example, – property insurance declarations page or 2012-05 water bill.įor correspondence, I put the name of the sender and recipient after the date separated by an arrow (->), followed by re- (for regarding) and a brief explanation. ![]() You could skip this and simply use a space, but I prefer the extra space for readability. For recurring monthly invoices, I leave off the day and use a yyyy-mm format: 2012-05 – electricity bill, for example.Īfter the date, I place a space followed by a hyphen followed by another space. For example, someone may sign a letter to me on May 18, which gets delivered May 23, and gets scanned on June 5. ![]() That date may not correspond with the actual document date. The file-creation date is the day that you scan the document or save the PDF file. One possibility is the date the file was created. Now that I have a date format, the next question is which date to use. ![]() Longer filenames can make those files easier to find and to manage.
0 Comments
Leave a Reply. |