Tips for naming and filing documents

The following tips are just some ideas to help. They are not mandatory and need to fit in with the policy at your centre

  • Use Key words (consistency is important) on services that have attachments e.g. hasAttachment - as this is easily searchable in Services Search.
  • If the document is useful for multiple services - then attach the doc to the client  instead of attaching to multiple services. Alternativley - use a placeholder doc in 'other' services - telling them where the main docs are attached. 
  • Use naming conventions in document names to help identify and sort documents for quicker retrieval - eg use date in reverse order and develop a naming convention that ties in with the filing policy at your centre.