Document Filing & Naming Procedure
Document Filing & Naming Procedure
A premium guide to organizing your files, systems, and sanity.
Cluttered files = scattered focus.
This SOP gives you a clear, repeatable structure for naming, organizing, and storing your business documents—so you spend less time hunting and more time doing.
Whether you're a VA, legal admin, consultant, or small business owner, this guide helps you transform your file chaos into an elegant, easy-to-follow system.
What You’ll Learn
This isn’t just a "put it in a folder" tutorial.
It’s a full logic-based method for working cleaner, faster, and with consistent professionalism across tools, teams, and platforms.
You'll learn how to:
Create smart, searchable folder structures
Name files in a way that explains exactly what they are
Avoid the dreaded Final_v3_for_real.pdf spiral
Build reusable templates and file rules
Keep consistency across devices, assistants, and clients
Save your future self from chaos
Includes:
Chapter-by-chapter structure with reflection and application prompts
Naming conventions and versioning rules that sort themselves
Printable naming reference and sample file table
Team-ready naming policy guide
“Apply It” checklists and system reset templates
Pro tips for shared drives, cloud syncing, and file etiquette
Who This Is For
Virtual Assistants managing client files
Admins and Executive Assistants standardizing ops
Freelancers and consultants juggling multiple deliverables
Creative pros, legal teams, or solopreneurs needing structure
Anyone tired of “where did I save that?”
Why It Works
This SOP doesn’t teach minimalism—it teaches clarity.
It helps you work faster, communicate cleaner, and create systems that scale.
Because clean files don’t just look better—
they build trust, reduce rework, and keep your brain calm.
File Details
Format: PDF
Length: 25 pages
Created by: Joanna Pennino, JPP Administrative Solutions
License: Personal or internal team use only
Document Filing & Naming Procedure
A premium guide to organizing your files, systems, and sanity.
Cluttered files = scattered focus.
This SOP gives you a clear, repeatable structure for naming, organizing, and storing your business documents—so you spend less time hunting and more time doing.
Whether you're a VA, legal admin, consultant, or small business owner, this guide helps you transform your file chaos into an elegant, easy-to-follow system.
What You’ll Learn
This isn’t just a "put it in a folder" tutorial.
It’s a full logic-based method for working cleaner, faster, and with consistent professionalism across tools, teams, and platforms.
You'll learn how to:
Create smart, searchable folder structures
Name files in a way that explains exactly what they are
Avoid the dreaded Final_v3_for_real.pdf spiral
Build reusable templates and file rules
Keep consistency across devices, assistants, and clients
Save your future self from chaos
Includes:
Chapter-by-chapter structure with reflection and application prompts
Naming conventions and versioning rules that sort themselves
Printable naming reference and sample file table
Team-ready naming policy guide
“Apply It” checklists and system reset templates
Pro tips for shared drives, cloud syncing, and file etiquette
Who This Is For
Virtual Assistants managing client files
Admins and Executive Assistants standardizing ops
Freelancers and consultants juggling multiple deliverables
Creative pros, legal teams, or solopreneurs needing structure
Anyone tired of “where did I save that?”
Why It Works
This SOP doesn’t teach minimalism—it teaches clarity.
It helps you work faster, communicate cleaner, and create systems that scale.
Because clean files don’t just look better—
they build trust, reduce rework, and keep your brain calm.
File Details
Format: PDF
Length: 25 pages
Created by: Joanna Pennino, JPP Administrative Solutions
License: Personal or internal team use only
Document Filing & Naming Procedure
A premium guide to organizing your files, systems, and sanity.
Cluttered files = scattered focus.
This SOP gives you a clear, repeatable structure for naming, organizing, and storing your business documents—so you spend less time hunting and more time doing.
Whether you're a VA, legal admin, consultant, or small business owner, this guide helps you transform your file chaos into an elegant, easy-to-follow system.
What You’ll Learn
This isn’t just a "put it in a folder" tutorial.
It’s a full logic-based method for working cleaner, faster, and with consistent professionalism across tools, teams, and platforms.
You'll learn how to:
Create smart, searchable folder structures
Name files in a way that explains exactly what they are
Avoid the dreaded Final_v3_for_real.pdf spiral
Build reusable templates and file rules
Keep consistency across devices, assistants, and clients
Save your future self from chaos
Includes:
Chapter-by-chapter structure with reflection and application prompts
Naming conventions and versioning rules that sort themselves
Printable naming reference and sample file table
Team-ready naming policy guide
“Apply It” checklists and system reset templates
Pro tips for shared drives, cloud syncing, and file etiquette
Who This Is For
Virtual Assistants managing client files
Admins and Executive Assistants standardizing ops
Freelancers and consultants juggling multiple deliverables
Creative pros, legal teams, or solopreneurs needing structure
Anyone tired of “where did I save that?”
Why It Works
This SOP doesn’t teach minimalism—it teaches clarity.
It helps you work faster, communicate cleaner, and create systems that scale.
Because clean files don’t just look better—
they build trust, reduce rework, and keep your brain calm.
File Details
Format: PDF
Length: 25 pages
Created by: Joanna Pennino, JPP Administrative Solutions
License: Personal or internal team use only