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Version ControlMicro SOP

Name and Version Draft Documents

Keep one authoritative working document with a clear name, recoverable history, controlled review copies, and protected record milestones.

Core lesson: 3-8 minutes Reviewed against 8 official and supporting sources

Goal & what you need

Goal

Make the current document easy to identify without creating FINAL, FINAL2, or conflicting draft chains.

What you need

  • Correct matter and approved repository access
  • Document purpose, owner, and current stage
  • Any required naming fields or document profile
  • Knowledge of the repository's history and collaboration tools
  • Authority to create, rename, edit, compare, restore, or preserve the document

Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.

Step-by-step preview

Members can open all 15 steps.

  1. 1Confirm the client or matter, document purpose, responsible owner, deadline, and current review stage
  2. 2Open the approved matter repository instead of working from Downloads, Desktop, email, or a personal location

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Sources & references (8)

Preview two sources. Members can open the complete source list.

OfficialNational Archives and Records AdministrationPrimary source

NARA: Establish Naming Conventions for Electronic Records

Job aid

OfficialNational ArchivesPrimary source

U.S. National Archives and Records Administration, Bulletin 2015-04 Appendix B: file and folder naming

Source reference