File Naming Conventions: How to Optimize Document Management

file naming conventions

It’s all too common to find yourself wading through your organization’s shared folders in search of the file you’ve been asked to review:

  • PROJECT-PROPOSAL-NEW-v5.doc
  • Project_proposal_2020_final+edits.doc
  • THIS_is_the_final_proposal_(old-version).PDF

Why does this happen? Why can’t everyone just use proper file naming conventions? The reasons can be lack of proper internal policy or procedure for naming and organizing files, lack of any consideration for folder or information architecture, and just plain carelessness.

With a small amount of effort, you can establish proper file naming conventions and avoid this kind of document spaghetti. The more organized you can be with your internal information, the more efficient and effective you can be in your business goals.

Just imagine – seeing neat, intuitively named folders, knowing which folders contain the documents you’re looking for, and – take a seat – having confidence that the file you’re about to click on will be what you expect it to be.

In this Process Street article, we’ll cover:

  • File naming conventions: Best practices & tips
  • The Dewey Decimal file naming convention
  • Process standardization vs process harmonization
  • How we organize internal processes at Process Street
  • How to organize the perfect process library
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