Practical review guide · Free worksheet

Name supplier files for reliable retrieval

Direct answerUse stable product and document identifiers in filenames, while keeping status and review history in a register. Avoid relying on words such as final or approved alone.

Reviewed by ComplyFolio. Sellers and reviewers maintaining product evidence and preparing publication decisions.

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Review procedure

These are suggested operational checks to apply to your own evidence. They are not additional legal requirements or claims that the workspace automates this entire task.

Step 1

Choose a pattern containing supplier reference, model, document type, revision and date.

Step 2

Keep the original filename in the register before creating a normalized sharing name.

Step 3

Check for collisions and preserve distinct originals when names would otherwise match.

Step 4

Test retrieval by asking another reviewer to find the current manual for one specific model.

Worked example

Three suppliers each deliver a file called certificate-final.pdf for different product models.

What the reviewer finds

  • Identical filenames refer to unrelated products.
  • A renamed copy has lost its connection to the original attachment.

Resulting record

A filename convention and a cross-reference table for original and normalized names.

Boundary: A descriptive name helps retrieval but says nothing about document validity or approval.

This scenario is fictional. It illustrates a review decision, not a customer outcome or a compliance determination.

Download the blank working record

The Markdown worksheet includes the procedure, the fields below, and space for findings, evidence, owners and retests. It contains no pre-approved findings. Edit it locally without an account.

Download review worksheet (.md)

Record what you observed, including unknowns. Link each decision to a source and keep unresolved questions assigned to an owner. Share completed records only through an appropriate authorized route.

Primary references and scope

The references provide the legal or technical context. The procedure and worksheet are ComplyFolio working suggestions, not official forms or a certification standard.

A descriptive name helps retrieval but says nothing about document validity or approval.

Editorial and correction policy

Connect the review to your product record

Use the free workspace for an initial public product-page review, then add the manual evidence and decisions this guide requires. A page scan cannot inspect private supplier files or complete every user journey.

Start with a public product page

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