~ General: Dating Documents

On iShare

Do not include a version number or date in the filename.  iShare automatically maintains a version history of every document and adding a version number / date to the filename will create a new version rather than update the version history.

For Client Distribution

I will generally add a date (and sometimes a version number) when I send a file to the client.

• Always format the date as YYYY-MM-DD.  This will help sort for the most recent version of the file.
• Only add a version number if you send multiple versions of the file on the same date.
• I also like to add a comment in the version history on iShare to track the date/version that was sent to the client.  That makes it easier to find if we’re still actively modifying the document.