The following metadata should be recorded before filing a document
If you no longer knew the name of the document, what would you need to know about it? You may see from the content what the document is about but,…
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Designing a Lightweight Document Register: What You Actually Need
A document register must let you answer certain simple questions: Which document is it? When was it created? Who is involved? What is its current state? Where is it? If…
File naming conventions that last as your documents pile up
Open a folder full of materials from a few months ago and it’s easy to see how vague file names fail. File names such as report, new report, final report,…
How to Differentiate Between a Draft, a Copy, and the Official Record
It is possible for three different documents to share almost the same words but perform entirely different functions. One may be a draft, one may be a copy, and the…