Redtail Uploads · RIA Operators

Redtail Uploads

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!

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