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TakeTurns Tips: How to name your files, folders, & requests

At Every Turn TakeTurns Blog
|  by
Clare Nosowitz
Clare Nosowitz
Customer Success Manager
TakeTurns Tips
TakeTurns Tips: How to name your files, folders, & requests

You’ll be adding folders, documents, files, and/or requests to your collaborations, which all need to be named. We have some suggestions on how to name your files so that they make sense to all participants throughout your collaboration. 

Follow these simple suggestions for maximum clarity in your file names. 

How to name your files

  1. Use concise filenames that will help your participants understand what’s been uploaded to the collaboration.
  2. It’s okay to use spaces! Short file names with spaces between words are easily readable in the card and list views.
  3. You don’t need to keep the original filename. If you rename a file when you upload a revision, version history will still be preserved. 
  4. You don’t need to keep the file extension (such as .docx or .pdf). It will automatically be available when a participant downloads the file.
  5. Avoid use of the following characters, < > : " / \ | ? * , in your filenames.

Closing Thoughts

TakeTurns makes collaboration on documents and files with your clients, vendors, partners —or any party— structured, secure, and transparent. To make sure you get the most out of TakeTurns, we’ve produced these articles detailing the most important tips and tricks. As always you can check out the help center to obtain full details on any feature mentioned in this article. If you’re not already a TakeTurns subscriber, when you’re ready for chaos-free collaborations click here to see TakeTurns in action, request a demo, or start a free trial.

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