Good filenames save time and reduce mistakes. Clear, consistent patterns improve searchability and make automation easier.
Principles to follow
- Be consistent: pick a pattern and stick to it.
- Be descriptive: include issuer, date (ISO), and type.
- Avoid spaces and special characters; use hyphens or underscores.
- Use ISO dates (YYYY-MM-DD) for correct lexical sorting.
Recommended patterns
- issuer_YYYY-MM-DD_type_subject.pdf
- type_issuer_subject_YYYY-MM.pdf
When AI helps
AI can infer missing context from document content, reducing manual effort and inconsistencies—especially in large backlogs.