Practical skills for legal teamsLaw Firm Training Manual
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Document NamingMicro SOP

Rename and File a Downloaded Document

Open, verify, rename, and move a downloaded document into the correct matter folder without leaving duplicates.

Core lesson: 3 minutes Reviewed against 5 authoritative and vendor sources

Goal & what you need

Goal

Create one clearly named, verified copy in the correct location.

What you need

  • Downloaded file
  • Correct client folder access
  • Firm naming convention

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

Founding members can open all 7 steps.

  1. 1Open the downloaded file
  2. 2Verify document and client

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Sources & references (5)

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 Institute of Standards and TechnologySupporting source

NIST Electronic File Organization Tips

Guide