Document Management

Contains articles on the Document Management Policy, naming conventions, bulk file renaming, and other document management topics.

Document Management Policy
This article has been moved to Jostle. To view it, click here See also: Intro to File Naming http://help.centurygroup.ca/support/solutions/articles/10...
Thu, 27 Dec, 2018 at 11:07 AM
Bulk File Renaming
This article will guide you through one way of doing this using a program called: A BETTER FILE RENAME Downloading the software Navigate to the do...
Tue, 7 Feb, 2017 at 6:54 PM
File Naming Conventions Introduction
Naming conventions are a common set of rules you use when you create a document on the computer. It's a set of rules to follow that enables everyone...
Fri, 10 Jan, 2020 at 1:07 PM
File Naming Conventions: Part 1- Title
The first part of every file name is the Title. This answers the questions: Where? Who? The title is usually the abbreviations of the Place or Proje...
Fri, 10 Jan, 2020 at 1:09 PM
File Naming Conventions: Part 2 - Subject/Keywords
The second part of the file name is the Subject. This answers the question: WHAT? Here, you describe the contents of your document. Let people kn...
Fri, 10 Jan, 2020 at 1:18 PM
File Naming Conventions: Part 3 - Document Type
The third part of the file name is the Document Type. This answers the question: WHICH? Here, you choose what type of document you are creating. Use...
Fri, 10 Jan, 2020 at 1:17 PM
File Naming Conventions: Part 4 - Date of the document
The fourth and last part of the file name is the Document Date. This answers the question: WHEN? Here, you type in a useful and relevant date using ...
Fri, 10 Jan, 2020 at 1:16 PM
Don’t create duplicates
A file should have one place. For instance, do not create a copy of a contract to store in another folder. Duplicates slow down your search with similar...
Fri, 10 Jan, 2020 at 1:57 PM