Then type in a date of the document at the beginning of the document name in yyyy-mm-dd format (and if necessary amend the description) as shown below
Select OK to rename the file.
Then left swipe (or click Next button on the right hand side of the screen if using a mouse) to go to the next document and rename that if necessary, and carry on until all documents are correctly named.
When renaming documents, the objective is that the name should be concise but should be sufficient to enable anyone to identify the document.
So in the case of a letter, a concise description would indicate that the document is a letter and give the name of the sender and addressee:
2015-08-22 Letter John Smith to Paula Jones
The concise description just includes key identifying information from the document - such as "Letter",sender, and addressee - to enable the precise document to be identified. Don't include the subject or attempt to summarise the gist of a letter or email - e.g. don't say "letter querying outrageous delay"
When typing in the document name bear in mind that you may be providing copies of documents if you correspond with other parties (and if there is litigation the same description will eventually be used when documents are listed in a court/tribunal hearing bundle which contains both your documents and the other side’s documents) so use an objective description which will be meaningful to others and not just a description which is meaningful to you. For example do not use
See here for a more detailed description of the names to use for different types of document.
The information on this page about specific computer techniques is provided for information purposes only. Every reasonable effort has been made to ensure that the information is accurate and up to date at the time it was written but no responsibility for its accuracy, or for any consequences of relying on it, is assumed by me. You should satisfy yourself, before using any of the techniques, software or services described, that the techniques are appropriate for your purposes and that the software or service is reliable.
Any explanation about naming conventions or other matters in the context of tribunal or court procedure is only an overview and in order to be reasonably concise I have had to leave some details out - details which are likely to affect what the procedural law would say about your own situation. So please do not rely on the above but contact me for advice.
This page was lasted updated in December 2016. Disclaimer