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.
