Scans, best practice - naming a scan, tags etc

What do most folks do …

Use Case: Scan Series of Invoices from several vendors

Electricity May 2009
Electricity June 2009
Telephone April 2009

What do most of you do?

a). name the PDF following the OCR process … something like …

Electricity May 2009.pdf

b). name the PDF following the OCR process … something like …

Electricity May 2009.pdf

and Copy the Name to the tags?

name the PDF following the OCR process … something like …

Electricity May 2009

What do most folks do?

I like to have things sorted by date, so I name them YYYY_MM_DD_Vendor. I group invoices/receipts by year, so 2009 has its own group. I replicate receipts that have tax implications to another group for taxes, “2009 Taxes.” I also replicate major purchases or anything with a license warranty to other groups.

Good Luck!

I’m not a tagger so I do (a) but I’m also a date person like Karen, so I have a similar naming convention as she using the YYYYMMDD scheme to prefix all my names.

There are many possible variations on a theme.

When I scan my electricity bill I rename the searchable PDF after it has been saved in my database by selecting the vendor name (SCI REMC), Control-click on it and choose Set Title as. Then I add ‘0906’ (June, 2009) so that the PDF will sort with other electricity bills by year/month.

I see no need for additional tags, as I can quickly pull up electricity bills by content or Name without the time and effort of adding keywords, for example.

Bill …

I am with you … I too saw no reason for the additional tags for this use case.

Thanks for your insight.

Steve