Tips for Mastering Document Management

How do you keep all your files in order?

I standardize filenames like BorrowerLast_First-DocType-YYYYMMDD-v1 and do a 10-minute end-of-day “sweep” from a 00_Inbox into borrower folders — like sorting laundry… If your LOS has tags, lean on those instead of deep folders; what are you using?

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