Has anyone made a whiteboard for this? I do not see a template.

Hi! Has anyone come up with a best practice format for how document uploads should be labeled for ease of access and would you be willing to share? Currently we are doing it "LASTNAME_FIRSTNAME_DOCUMENT OR COMPANY NAME_ACCOUNT#_DATE" While this works fine, it is a bit inconsistent and I'd like to create an across the board process for onboarding new staff etc. Thanks in advance!