- #Rename a document in word for mac pdf
- #Rename a document in word for mac install
- #Rename a document in word for mac code
Automating the processĬonsistent file naming is a big deal.
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Changing filename conventions mid-stream is a lot harder than doing so at the beginning. Make sure you are comfortable with your rules because you are going to be living with them for a long time. Take some time setting up your own filename taxonomy. Just always use lower case and forget about it. Your files will have inconsistent names or you’ll spend a lot more time than necessary keeping it straight. Use Lower Case: If you start capitalizing letters, you will not remember when to capitalize. Putting the date first guarantees your documents are date-sorted, no matter what platform they eventually land on.ģ. This serves, in essence, as a rudimentary tagging system in addition to a naming convention.Ģ.
#Rename a document in word for mac code
You could code documents as proposals, offers, contracts, marketing, or any other sort of document you routinely bump into. would be named – area51 – service agreement.pdf. If you are in the service business for example, you could add the client name after the date: The February 7 service agreement for a company named Area 51, Ltd. So, for example, a letter from Brett Terpstra to me on May 16 about a new iPhone gets named – terpstra->sparks re-iphone 7.pdf. For example, – property insurance declarations page or 2012-05 water bill.įor correspondence, I put the name of the sender and recipient after the date separated by an arrow (->), followed by re- (for regarding) and a brief explanation. You could skip this and simply use a space, but I prefer the extra space for readability. For recurring monthly invoices, I leave off the day and use a yyyy-mm format: 2012-05 – electricity bill, for example.Īfter the date, I place a space followed by a hyphen followed by another space. For example, someone may sign a letter to me on May 18, which gets delivered May 23, and gets scanned on June 5. That date may not correspond with the actual document date.
#Rename a document in word for mac pdf
The file-creation date is the day that you scan the document or save the PDF file. One possibility is the date the file was created. Now that I have a date format, the next question is which date to use. Longer filenames can make those files easier to find and to manage. ( 01 for January, not just 1.) If you don’t use leading zeros, the sort order gets wonky. If the date or month is a single digit number, I always use leading zeros. I’ve also seen people use blank spaces ( 2012 11 12), which gets confusing when combined with other data. Some people use underscores ( 2012_11_12), which I find harder to read. I use a hyphen between the year, month, and date. If you have thirty files named this way then sort them by name, your computer will automatically sort them in date order. The first part in a filename is always the date in a YYYY-MM-DD format. The fact that I am a reformed sinner explains why I’m about to get all anal retentive about naming files. So I had multiple documents from about the same time with exactly the same name. To make matters worse, my telephone, electrical, and waste management folders for the same year also had files in them called Invoice.pdf. What was I thinking, naming a file Invoice.pdf? Looking at my water bills folder, there was no standard naming format for some files, such as Invoice.pdf, there was no way to tell if it was even related to the water utility.
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I once actually named my scanned water bill Invoice.pdf. File-naming is just one part of that workflow, but it enables him to find files and to automate the process of managing them.
#Rename a document in word for mac install
If you install Office Tab in your computer, it will be easy and quick to rename documents by right click on the document tab.The following is an excerpt from David Sparks’s ebook, Paperless (2012, available from iTunes or as a PDF from the author’s website), in which he explains his “paperless” workflow.
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It will rebuild a new document after renaming the document. Select the type you need from Save as type drop-down list.Ģ. Choose the folder you want to save to and rename it on the File name text box, click Save button. Click in Word 2007 or in Word 2010/2013, and select Save As. Kutools for Word, a handy add-in, includes groups of tools to ease your work and enhance your ability of processing word document. Go to the folder you save the document to right click on the document and select Rename in the Menu context.