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NT-075 / Focused tool

Customer document naming guide

Name documents so the next person can identify them.

Name documents so the next person can identify them. Connect document category, proposed naming pattern, findability check with responsibility and evidence. An action closes only when all task fields, owner and target date are entered, its state is Complete and an evidence reference is recorded.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which document category lacks a tested and agreed naming rule?

Administrators agreeing a simple client-document naming convention.

From input to next step.

  1. 01

    Set the boundary

    Define the categories and storage constraints before choosing a pattern. Use non-sensitive references rather than personal identifiers.

  2. 02

    Work through the record

    Test representative fictional filenames with actual users and target systems. Keep one clear convention for version and period.

  3. 03

    Confirm the next step

    Record agreement and the location of the current guide. Do not rename operational files without owner review.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Reference
NM-01
Document category
Monthly submission
Proposed naming pattern
ClientRef_Period_Type_Version
Findability check
Find the correct period
Owner
Coordinator
Target date
2026-11-12
State
Complete
Evidence reference
Example record 1
Open action
0

Before you use the result.

  • Avoid sensitive personal details in filenames.
  • Check actual system character restrictions.
  • A name does not establish document authenticity.

A naming-convention preparation tool, not a document-management system.

A few useful answers.

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What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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