Professional Foundations (DOI)
Module 10 · File and document management
File and document management
Naming, versions, sharing and where things live.
Reading ~6 minLesson 15 of 23
DOI-native
- Name files so anyone can find them: 2026-09-23_ClientName_WeeklyReport_v2
- Keep work files in the shared drive, not your downloads folder
- Share links with the least access needed (view vs edit)
- Mark a final version clearly — do not keep five 'final' copies
Key takeaways
- Date_Client_Doc_version
- Shared drive, not personal folders
- Least access needed
Preview · Sample data — Demo course content authored by DOI for this prototype. Signed in, progress is saved to your DOI account; otherwise it stays on this device. Finishing lessons records learning; it does not prove competence — that comes from reviewed practical evidence and DOI assessment. DOI claims no accreditation for this course.