Naming Documents
The document's name is the primary means used to identify documents within Primafact's BInder View. Ideally the name is sufficiently detailed to make identification quick and intuitive. We recommend that firms adopt document standardized naming conventions to keep document names consistent throughout a file.
Document Date
Including a supported document date to the document name allows documents to be easily grouped and sorted by date without additional administrative effort. See Supported Date Formats for instructions creating recognized date formats.