ORIGIN Onboarding Tests
Act 07, How ORIGIN runs Section 03 of 11

A file nobody can find is a file that does not exist. ORIGIN names every file the same way and keeps every client's work in the same structure.

5Parts in every file name
2Parts that never change: initials and date
9Folders, the same for every client
Name a file
Part 1

How every file is named

CLIENT NAME - DOCUMENT TITLE - INITIALS - DDMMYYYY - VERSION

One standard for every file

Your file nameCLIENT NAME - WEBSITE PROPOSAL - AB - 11072026 - V1

Try it with your own file

For an internal document, the client name is ORIGIN: ORIGIN - COPYWRITER JOB DESCRIPTION - AB - 11072026 - V1.

What stays fixed, and what moves

The initials are those of the person who created the file.

The date is the day it was created, written day, month, year: 11 July 2026 is 11072026.

Initials and date never change, even years later. Only the version moves.

In practice

Before you save a file, read its name aloud. If a colleague who has never seen it could not tell the client, the content and the version, rename it.

A colleague created a proposal in July. Today you edit it and save your work. What changes in the file name?

Initials and date never change.

Remember

Initials and date lock, only the version moves.

Part 2

Where client work lives

Every client has a folder on OneDrive built from the same template, the folder named 00. Template. It gives every client the same nine folders in the same order.

FolderWhat goes in it
01. Client Proposals & ContractsProposals, the contract, the signed brief
02. FinancialsInvoices and payment records
03. DeliverablesFinal work, as delivered to the client
04. Client AssetsWhat the client gave us: logos, photos, documents
05. ProductionWork in progress
06. Case StudyMaterial for telling the story of the work
07. Credentials Vault & AccessesThe record of which accounts and accesses exist for this client. Passwords are never written in a file; they stay in the password manager.
08. AdminAdministrative documents
09. CSATThe monthly client satisfaction reviews

Do not invent a tenth folder, and do not put a deliverable in the assets folder because it was quicker.

You open a new social media account for a client and set its password. Where does the password go?

Passwords are never written in a file.

A client with more than one engagement

Each engagement gets its own sub folder under the client's name, and inside it the same structure. For example: in a client's folder, one sub folder named 01. Website and one named 02. Branding.

Remember

One naming standard, one folder structure.

Your part

Before you move on

Three questions before you move on. Type your answer, send it, then check it.

Your answers stay on this device.

1How is every file named?

The answerCLIENT NAME - DOCUMENT TITLE - INITIALS - DDMMYYYY - VERSION.

2Which parts of a file name never change?

The answerThe initials and the date. Only the version moves.

3A client has two engagements. How are its folders arranged?

The answerEach engagement gets its own sub folder under the client's name, and inside it the same structure.

Answer all three and this section is yours.
ORIGIN

Only the version moves.

Same names, same folders: any colleague can find your work. That is one team. Next: who can open what.

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