The file names of correspondence should include the following elements so that the record can be easily identified and retrieved:
- Name of correspondent (sender or receiver as appropriate)
- Subject description (where it is not given in the folder title)
- Date of letter/email/memo
- If incoming correspondence, include ‘rcvd’
You should normally order the elements in the same order listed above, as it is likely that correspondence will be retrieved on the basis of the correspondent. However, order elements in the most appropriate way, and avoid repetition.
Order elements appropriately
Avoid repetition and redundancy
The sender is responsible for filing correspondence and any attachments or enclosures. In the case of incoming correspondence, the first named recipient is responsible.