TIP: Click on subject to list as thread! ANSI
echo: ms_word
to: BARRY KOHLER
from: LAWRENCE KELLIE
date: 1997-03-04 18:12:00
subject: Naming Word Documents

 > LK>Word does not have a one-to-one command to WP's Indent (F4) or
 > LK>double-Indent (Shift-F4).
 >    Isn't Ctrl + M the equivalent of WP's F4?
Barry, I am more than happy to answer this here.
Technically (and from my experience) the CTRL+m is not a one-to-one 
correlation.  WP's "indent" is really a very specialized tab.  It moves in 
conjunction with the tab settings and therefore can be made to handle some 
very interesting scenarios.
 > However, I am not certain, so I decided to send this to you netmail.
 > If
 > appropriate for the list, please post it there or simply reply there
 > and
 > we can take the thread public.
Good practice.  However, I don't see anything wrong with the question in this 
forum.
 >    I, too, work in a law office, and wonder if you (or anyone on the
 > list if this is not off-topic) have discovered, invented or stolen a
 > "great" way to name documents in Word so they can easily be found
 > again.
As you pointed out a little later, naming according to the client matter is a 
very appropriate way.
The firm I work for has been working on using Word for production of all 
manner of documents since 1991.  Therefore, they (we) have created some very 
elegant macros.
Our file naming schema is based on the client matter.  We have a three-part 
client matter number.  It starts with a 4-6 alpha client acronym, followed 
1-digit number (1-8) depending on the nature of the file, and then a 5-digit 
unique matter number.  Therefore, a if I were to have a file opened for me on 
a U.S. patent issue, it might be something like this:
    LARK-1-13500
Each country that I would want patent protection in would cause another file 
to be opened.  Therefore, each client matter number is very unique and 
specific to the type of intellectual property that is being handled in that 
particular file.
Now, when we start creating documents for that file, a new directory is 
created "LARK."  This is a subdirectory under the "L" directory, which in 
turn is a subdirectory under the "CLIENTS" directory.  When the patent 
application is first created, the template has an autonew macro which 
automatically names the document.  We use the third group of numbers as the 
base for the file name (e.g. 13500).  We then have several suffix codes (1 or 
2 letters) to notate what type of document it is.  For a patent application, 
it is AP.  We then have the 8th allowable character in the filename as a 
numeric 1-9, for multiple iterations or actual documents.
Obviously, that scheme would run into problems with high volume same-types- 
of-documents, such as letters.  Therefore, a letter only has one character 
after the the matter number (i.e., 13500l.doc for the first letter).  Even 
that could "run out" (100 letters) after time.  However, with a vigorous 
archiving and deleting program (once a month on the minimum) that has not 
happened.
Therefore, all documents dealing with LARK-1-13500 will be named 13500nnx or 
13500nxx where n = a number and x = a letter.
As I stated above, this has worked quite nicely since 1991.
This is all handled quite automatically and very much behind the scenes.
If you want, I would be more than happy to even get a little more specific 
via Internet e-mail:  kelliel@cojk.com.
Others, what schemes do you use?
Have you set it up for Word to handle all the hard part?
Lawrence
... Actions are usually right, but the reasons seldom are.
--- FMail 1.0g
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* Origin: Cala Creek Resort (in seclusion) (1:343/70.164)

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