Consistent naming is paramount for easy identification and searchability. We suggest the following guidelines:
For Folders:
•Main Folders: Use PascalCase or Title_Case for top-level and major sub-folders (e.g., ActiveClients, Project_Management).
•Sub-Folders: For sequential or categorised sub-folders, use a two-digit prefix followed by snake_case (e.g., 01_Contracts, 02_Project_Files). This ensures logical ordering.
•Client/Project Specific: Use a clear, concise short code or full name (e.g., AcmeCorp, ProjectX_Phase1).
•Date-Based: For folders organised by year or period, use YYYY_Description (e.g., 2026_Financials).
For Files:
•Standard Format: YYYYMMDD_Description_Version.ext
• YYYYMMDD: Date in year-month-day format (e.g., 20260226)
• Description: A concise, clear description of the file content (e.g., Q1Report, MeetingMinutes)
• Version: Optional, for version control (e.g., v1.0, v2.1)
• ext: File extension (e.g., .docx, .xlsx, .pdf)
• Example: 20260226_Q1Report_v1.0.docx
•Character Usage: Avoid special characters (e.g., !@#$%^&*()) except for hyphens (-) and underscores (_).
•Conciseness: Keep file names descriptive but as short as possible to avoid truncation issues in various systems.
