Site Tools

User Tools

Search

Trace: • file-naming

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Next revision		Previous revision
firm:sop:file-naming [2024/07/24 03:23] – created adamfirm:sop:file-naming [2026/02/09 21:28] (current) – admin
Line 8: Line 8:
  
 Digital files should bear names that include the following categories of information, in descending order,  Digital files should bear names that include the following categories of information, in descending order, 
-  - the client and matter number to which the file belongs (omit placeholder zeroes); 
   - a word or characters that describe the file's purpose;   - a word or characters that describe the file's purpose;
-  - an abbreviated date of the file's creation (where applicable or useful);  +  - a short description of the file's contents; 
-  - a short description of the file's contents; and+  - an abbreviated date of the file's creation (where applicable or useful); and
   - the file extension (which is automatically generated by the computer--do not manually change file extensions).   - the file extension (which is automatically generated by the computer--do not manually change file extensions).
  
Line 18: Line 17:
 === Punctuation === === Punctuation ===
  
-File names should not contain blank spaces. Punctuation must be used to separate information in file names. Punctuate a file name using an underscore ( ''_'' ) or a dash ( ''-'' ). Do __not__ use a period in any part of the file name, save to separate the name from the file extension.+Elements of a file name should be separated by a dash ( ''-'' ). Do __not__ use a period in any part of the file name, save to separate the name from the file extension.
  
-An underscore ( ''_'' ) should be used to separate the above categories of essential information. +Use a period ( ''.'' ) to separate the file extension from the rest of the string. 
  
-A dash ( ''-'') should be used to separate information or words that fall within the above categories of essential information. If many words are used in a description, the dash may be omitted in favour of initial capitals for each new word in the string.+=== Rendering dates in file names ===
  
-Use a period ( ''.'' ) to separate the file extension from the rest of the string. +Dates are rendered in file names as DAY-MONTH-YEAR.  
 + 
 +The day is always represented numerically using two digits. A placeholder '0' must be used if the day does not include a second digit (i.e. 1-9).  
 + 
 +The month is rendered as the first three or four letters of the month, all capitalized: 
 + 
 +  * JAN 
 +  * FEB 
 +  * MAR 
 +  * APR 
 +  * MAY 
 +  * JUN 
 +  * JUL 
 +  * AUG 
 +  * SEPT 
 +  * OCT 
 +  * NOV 
 +  * DEC 
 + 
 +The year is represented with the four numbers that together make up our Arabic notation for the year.
  
 ==== Examples ==== ==== Examples ====
Line 31: Line 49:
 //Pleadings may not require a description, for, in many cases, the file's purpose is sufficient. If, however, a pleading serves dual purposes (e.g. a defence and counterclaim), provide the main purpose (in our example, a defence) and indicate that a counterclaim is included in the description.// //Pleadings may not require a description, for, in many cases, the file's purpose is sufficient. If, however, a pleading serves dual purposes (e.g. a defence and counterclaim), provide the main purpose (in our example, a defence) and indicate that a counterclaim is included in the description.//
  
-''34-1_APPL_FEB-2-23.odt''+''STATEMENT OF CLAIM - WILLIAMS AND HARVEY - 02-FEB-2023.odt''
  
-''43-1_DEFENSE_MAR-12-23_w-counterclaim.pdf''+''STATEMENT OF DEFENSE - HARVEY ATS WILLIAMS - 12-MAR-2023.pdf''
  
 === Matter journal / notes to file === === Matter journal / notes to file ===
 //Files included in the matter journal folder of a matter file do not require the client and matter numbers in the file name. They are instead sequentially numbered to preserve a chronological order of files in the matter journal.// //Files included in the matter journal folder of a matter file do not require the client and matter numbers in the file name. They are instead sequentially numbered to preserve a chronological order of files in the matter journal.//
  
-''1.MEETING_APR-18-23_attendance-resto.md''+''1.MEETING - attendance-resto - 18-APR-2023.md''
  
-''2.NOTES_APR-25-23_initial-review.md''+''2.NOTES - initial-review - 25-APR-2023.md''

Page Tools