Name Your Files So They Are Easier To Find
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File management is not just about creating folders and organizing your files within them. Part of file management is about developing a good naming convention for files. In doing so, you do not have to open countless documents but rather just look at the file name to identify the contents.
So what is a good naming convention? Although there is no one method to use, there are some tips to follow that will help you establish a good naming convention that works for you.
- Include the date in the file name
By including the date that the file was created in the file name, you can easily identify when a file was composed, thereby narrowing down your search when you are looking for specific files. - Include the receiver’s name in the file name
By including the receiver or recipient’s name in the file name, you can easily identify for whom a file is written. Pair the recipient’s name with the date of creation and you will have no problems finding specific files.This is more applicable to files such as memos, letters, notes, contracts, etc.
- Specify the document type in the file name
This is one file naming tip that I consistently use. If I am creating a template, I include the word “template” in the file name. If I am creating a contract, I include the word “contract” in the file name. I’m sure you get the picture. - Use version control
If you have multiple versions of the same file, be sure to use some kind of numbering so you can identify which one is the most recent. A simple method is to simple include “v1, v2, v3, etc.” in the file name, depending on which iteration you are working on.
By following some of these tips, you should be well on your way to establishing a good file naming convention.

2 Comments
JOHN
October 1st, 2008
at 10:10am
Skip adding the date. Hard to keep date formats consistent. Use the detail view and let the OS reveal the date.
Tom
October 5th, 2008
at 1:45pm
I would actually not trust the OS date as much. I’m all for putting the date in the file name but in one condition: is has to be in the format: YYYYMMDD and start the file name. This will ensure that sorting alphabetically will automatically sort by date as well.
I sometimes use the date as version control which works pretty well; otherwise I use “Rev 01,” etc.. I always include the leading ‘0′ as this will allow correct OS sorting when more than 9 revisions exist.