Now it’s time to fill it with files! You need to come up with suitable filenames and extensions for your files and put them in the right folders. Create at least three files for each of the following six categories: invoices from clients, contracts to send to clients, final drafts of documents for projects, PowerPoint presentations, client orders, and tax return files.

1 answer

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.