Assignment: E-Filing and Naming Protocol

The following documents have been filed with the court. As the case manager, the attorney has asked you to download and save the documents to the case file. Refer to the Naming Protocol in Appendix B - Creating a Document or File Naming Protocol of your textbook. Please name the following documents and do a list for submission. Please use the Protocol in the textbook to name the following files:

1. Doc 001 - Complaint - Doe v. Dan (filed on Dec. 28, 2023)
2. Doc 005 - Amended Complaint - Doe v. Dan (filed on Dec. 31, 2023)
3. Doc 020 - Motion for Extension to Answer (filed on Jan. 4, 2024)
4. Doc 030 - Order regarding Motion for Extension to Answer Complaint (filed on Jan. 5, 2024)
5. Doc 031 - Answer to Amended Complaint (filed Feb. 5, 2024)

Appendix B Creating a Document or File Naming Protocol A File Naming Protocol is a firmwide guideline requiring all staff to name saved files in a consistent manner, thus making it easier for users to identify, locate, and sort documents. We have used the following suggested File Naming Protocol for more than a decade; it was also featured in the ABA book Paperless in One Hour for Lawyers. Before implementing a File Naming Protocol, it is important to have a ed blu directory structure and substructure in order for files to be located in the appropriate directories rather than willy-nilly or in one large directory. Thus, many firms have separate directories for client files and firm busi- ness files, with each client file divided into subdirectories. : Suggested Directory/Folder Names * COR: Correspondence, Letters, Faxes, and Email 9180 boll EXP: Expenses and Bills to 19wantA--inisimio) MED: Medical Records MEM: Memoranda, Notes, Research, Interview Records, Fee Agree- ments, HIPAA Authorizations, etc. PLD: Pleadings and Discovery (some firms use a DISC directory for discovery) * TRL: Trial and Pre-Trial-Related Documents * Placing Dates on File Names * The most effective way to determine when a document was created is to place the date on which it was created in the name/description of the document. Doing so makes searching for documents easier and eliminates the need to examine the file's properties. When naming files, dates should always be entered YEAR- MONTH-DATE (YYYY-MM-DD) (e.g., 2006-12-25) so that similarly named documents will sort alphabetically in date order. If dates are listed in any other manner, they will not sort chronologically properly.222 THE ULTIMATE GUIDE TO ADOBE ACROBAT DC *Suggested File Naming Protocol * A File Naming Protocol should reflect how your office operates and, when possible, use universally understood naming conventions. These examples are intended as a starting point and should be adapted to each firm's specific needs. 1 Correspondence 1 Letters from the Firm * Ltr to Name Date Subject E.g., Ltr to Atty Scott 2005-01-25 With Doc Requests 1 Letters to the Firm * Ltr from Name Date Subject * E.g., Ltr from Atty Scott 2005-01-25 With Doc Requests Faxes I Fax to Name Date Subject howre aman of I Fax from Name Date Subject One 1016pot, 1 Email 1 Email to Name Date Subject Email from Name Date Subject I Memoranda s evet of lost Memo to Name Date Subject end ri bedsoo, E.g., Memo to JDF 2001-05-25 re Expert Witness | Pleadings and Discovery: Documents in this directory should be -laud mill bus named based on the type of document/filing-or the response to the document/filing-and the date created/filed, such as: I Complaint-Answer of Party Filed Date I Complaint (Amended)-Filed Date Complaint Filed Date Complaint-Answer of Party to New Matter of Party Filed Date I Interrogatories (Set XX) of Party 2005-01-10 Interrogatories (Set XX) of Party-Answer of Party Date Motion to/for Subject 2005-01-10 Motion to/for Subject-Answer of Party Filed Date Order Subject of Order Date Request for Admissions (Set XX) of Party Date Request for Production (Set XX) of Party Date Other pleadings should be similarly named. Generally, do not name documents starting with "Plaintiff's, " for example, because of the large number of documents that will be named that way. | Trial Documents: This directory should contain only pretrial documents and documents intended to be used at trial, including transcripts, depositions, and CaseMap summaries, such as: 1 Deposition Witness Name Date I Expert Witness Report of Witness Name for Party DateAppendix B Creating a Document or File Naming Protocol 223 Proposed Jury Interrogatories of Party Date Proposed Points for Charge of Party Date Transcript Description/Subject Date Medical Records: Name documents based on the provider's name, with dates of treatment or other identifying information, such as: Lankenau Hospital Records, Date(s) In-Patient Hospitalization Lankenau Hospital Records, Various Emergency Room Visits William Smith, M.D., Treatment Records 2005-2006 John James, D.O., Office Notes 2005-01-23 to 2006-02-02 for Selecting To