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file-naming

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Mis à jour12 juillet 2026 à 22:05

File naming conventions. MUST load before writing, creating, renaming, moving, or saving any file anywhere — vault, repo, cloud storage, or local disk. Triggers: write file, create file, rename file, move file, save file, save as, name this, export, new document, new note, generate pdf, generate report, save report, file name, filename, what should I name, where should I save

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Elnora-AI

Elnora-AI/knowledge-vault

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Métiers associésSOC

Basé sur la classification professionnelle SOC

Éditeurs PAOBureau et soutien administratif·SOC 43-9031

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name	file-naming
description	File naming conventions. MUST load before writing, creating, renaming, moving, or saving any file anywhere — vault, repo, cloud storage, or local disk. Triggers: write file, create file, rename file, move file, save file, save as, name this, export, new document, new note, generate pdf, generate report, save report, file name, filename, what should I name, where should I save

File Naming

Three rules. No exceptions.

All lowercase — never uppercase except preserved vendor IDs (inv120251045)
Hyphens not spaces — pilot-proposal not pilot proposal or pilot_proposal
Self-explanatory — someone finding this file cold understands what it is

Date Position: Always Front

Dates go at the start. Always. This sorts files chronologically.

Granularity	When to use	Format	Example
Full date	Meetings, transcripts, receipts, daily events	`YYYY-MM-DD-`	`2026-03-10-jane-x-sam.md`
Month	Invoices, monthly reports, investor updates	`YYYY-MM-`	`2026-02-investor-update.md`
Quarter	Quarterly financials, quarterly reviews	`YYYY-qN-`	`2026-q1-accounting-audit.md`
Year	Annual reports, tax docs, yearly summaries	`YYYY-`	`2025-cash-flow.md`
No date	Templates, policies, reference docs, agreements	—	`master-service-agreement.docx`

When does a file get a date? If it describes something that happened or was produced at a specific time → date it. If it's a living/reusable document → no date.

Suffixes (End of Filename, Before Extension)

Suffixes tell you the document's state at a glance. Stack them in this order:

[name]-[status]-[variant].[ext]

Suffix	Meaning	Example
`-signed`	Legally executed	`2026-03-01-agreement-acme-globex-signed.pdf`
`-draft`	Not final	`pilot-proposal-draft.docx`
`-reviewed`	Reviewed but not signed	`agreement-reviewed.docx`
`-vN`	Version number	`project-proposal-v2.docx`
`-eng`, `-est`	Language variant	`annual-report-2025-eng.pdf`
`-redlined`	Has tracked changes	`msa-redlined.docx`
`-cleaned`	Cleaned/processed data	`inventory-acme-cleaned.xlsx`

Multiple suffixes stack: 2025-10-13-agreement-acme-globex-signed-eng.pdf

Document Type Patterns

Business Documents

Type	Pattern	Example
Meeting transcript	`YYYY-MM-DD-participants-topic.md`	`2026-03-10-jane-x-sam.md`
Proposal	`YYYY-MM-client-document-type.docx`	`2025-12-acme-pilot-proposal.docx`
Agreement	`parties-agreement-type.docx`	`acme-and-globex-pilot-agreement.docx`
SAFE	`YYYY-MM-DD-safe-company-investor[-signed].pdf`	`2025-10-13-safe-acme-globex-ventures-signed.pdf`
Invoice	`YYYY-MM-vendor-invoice-vendorID.pdf`	`2026-02-acme-invoice-inv120251045.pdf`
Receipt	`YYYY-MM-DD-vendor-receipt-amount.pdf`	`2026-01-11-acme-receipt-13-68.pdf`
Order form	`order-form-OF-CLIENT-YYYY-NN.md`	`order-form-OF-ACME-2026-01.md`
NDA/CDA	`parties-nda.docx` or `parties-cda.docx`	`acme-and-globex-nda.docx`
Board resolution	`YYYY-MM-DD-NN-board-resolution-description[-signed].pdf`	`2026-03-01-01-board-resolution-founder-share-purchase-signed.pdf`

Financial Documents

Type	Pattern	Example
Bank transactions	`bank-transaction-type-YYYY.csv`	`acme-bank-all-credit-transactions-2025.csv`
Quarterly financials	`company-entity-financials-qN-YYYY.xlsx`	`acme-inc-financials-q1-2025.xlsx`
Tax forms	`form-number-YYYY-entity.md`	`1099-nec-2025-globex-consulting-inc.md`
Investor update	`YYYY-MM-investor-update.md`	`2026-02-investor-update.md`

Compliance & Evidence

Type	Pattern	Example
ISMS policy	`NN-isms-title.pdf`	`01-isms-scope-of-the-isms.pdf`
Customer policy	`policy-name.pdf` (no number)	`acceptable-use-policy.pdf`
Compliance evidence	`NN-description-YYYYMMDD.png`	`01-autoscaling-frontend-service-20260204.png`
Audit report	`YYYY-MM-standard-audit-type.md`	`2026-01-iso27001-internal-audit-report.md`

People & HR

Type	Pattern	Example
CV	`cv-person-name.pdf`	`cv-jane-doe.pdf`
Contact	`first-last.md`	`sam-rivera.md`
Contract template	`agreement-type.docx`	`employment-agreement.docx`

Vault Notes

Type	Pattern	Example
Research note	`YYYY-MM-DD-topic.md`	`2026-01-26-vector-databases.md`
Reference doc	`topic-name.md` (no date)	`onboarding-guide.md`
Daily log	`YYYY-MM-DD.md` (date only)	`2026-02-26.md`
Blog post	`YYYY-MM-DD-slug.md`	`2026-03-25-product-launch-blog-post.md`

Entity Markers

Entity markers are optional. When a document involves specific legal entities, use the full entity name so it is unambiguous:

Marker	Entity
`your-company-inc`	Parent entity (e.g. US C-corp)
`your-company-ltd`	Subsidiary or other legal entity

Folder Naming

Same three rules apply. Common patterns:

Location	Pattern	Example
Vault top-level	`category/`	`projects/`
Accounting year	`YYYY-document-type-entity/`	`2025-quarterly-financials-inc/`
Events	`YYYY-event-name/`	`2026-industry-conference/`
Invoice months	`YYYY-MM/`	`2026-01/`
Investor folders	`partner-name/`	`globex-ventures/`

Participant Naming in Transcripts

Two people: name-x-name → jane-x-sam
Multiple parties: org1-org2-topic → acme-globex-pilot-call
Use first names when unambiguous, full names when needed

Never Do

Spaces in filenames
Mixed case (Acme-Proposal.pdf)
Underscores (except legacy scientific data — leave those alone)
Possessives (jane's-laptop)
Missing dates on dated documents
Dates at the end (always front)