Version control and document management policy
Version control and document management policy

The following Risk & Compliance precedent provides comprehensive and up to date legal information covering:

  • Version control and document management policy

    1. 1

      Introduction

      This policy sets out how [we OR the legal team] ensure[s]:

      1. 1.1

        a consistent naming convention is applied to all[ matter and non-matter] [paper and ]electronic files

      1. 1.2

        all electronic documents are appropriately stored and accessible

      1. 1.3

        staff have the most up-to-date version of a document

      1. 1.4

        document changes can be tracked through a system of version numbering

    1. 2

      File naming convention

      1. 2.1

        Matter files must be named to indicate [state file naming convention, eg the matter type and unique file reference number], eg the file for the acquisition of KMF Ltd should be named: [insert example following your file naming convention.]

      1. 2.2

        Files for non-matter related documents should also be appropriately named, eg [internal policies and procedures, pro-bono initatives.]

    1. 3

      Document naming convention

      1. 3.1

        Each electronic version of a document must be named in a way that allows it to be easily identified and, if necessary, searched for.

      1. 3.2

        Each document name sh

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