When saving customer documents, follow specific naming rules like using customers' names, document id, and date received for clarity and organization.
When saving customer documents like a bank statement, it is important to follow specific rules for naming the files to ensure organization and clarity. For example, using the customers' first name, last name, document id, and date received separated by dashes (-) or using the customers' last name, first name, and document type can create unique identifiers for each file.
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