Here’s a structured approach for organizing files into folders with suitable filenames and extensions for each of the six categories:
1. Invoices from Clients
- Invoices Folder
Invoice_ClientA_2023_10.pdf
Invoice_ClientB_2023_09.pdf
Invoice_ClientC_2023_08.pdf
2. Contracts to Send to Clients
- Contracts Folder
Contract_ClientA_ProjectX_2023.pdf
Contract_ClientB_ServiceY_2023.pdf
Contract_ClientC_AgreementZ_2023.pdf
3. Final Drafts of Documents for Projects
- Final Drafts Folder
Final_Draft_ProjectX_2023.docx
Final_Draft_ProjectY_2023.docx
Final_Draft_ProjectZ_2023.docx
4. PowerPoint Presentations
- Presentations Folder
Presentation_ClientA_ServiceOverview_2023.pptx
Presentation_ClientB_MarketingStrategy_2023.pptx
Presentation_ClientC_QuarterlyReview_2023.pptx
5. Client Orders
- Orders Folder
Order_ClientA_2023_10.csv
Order_ClientB_2023_09.csv
Order_ClientC_2023_08.csv
6. Tax Return Files
- Tax Returns Folder
Tax_Return_ClientA_2023.pdf
Tax_Return_ClientB_2023.pdf
Tax_Return_ClientC_2023.pdf
Summary
Organizing your files with clear and systematic naming conventions helps in efficient retrieval and ensures clarity in document management. Each filename includes relevant details such as the client name, date, project name, or document type, which can be essential during auditing or quick searches.