Folder & Form - Blank document index specification
Suggested preparation worksheet | folderandform.com
Guide: https://folderandform.com/resources/document-index-template

Choose fields that answer actual retrieval questions. This text worksheet can
be used to define a spreadsheet; it is not an automated indexing application.
Do not include passwords, access tokens or private upload links in the index.

INDEX RULES
Collection boundary:
What one row represents (file / document / packet):
Stable reference convention:
Primary retrieval questions:
Audience and approved destination:
Person responsible for updates:

SUGGESTED COLUMNS - adapt to the agreed need
RecordReference | OriginalSourceReference | ProjectReference | DocumentType
KnownDocumentDate | CurrentLocationReference | DisplayName | Revision
ReviewStatus | OpenQuestion | DecisionOwner

FIELD DEFINITION - repeat as needed
Column name:
What it means:
Where its value comes from:
Allowed values / type:
Unknown-value representation:
Who may confirm or change it:

IMPORTANT DISTINCTIONS
Document date is separate from received date and file-modified time.
Current location is separate from stable record identity.
Revision is separate from business approval.
Unknown is separate from not applicable.
An index entry does not grant access to the referenced record.

RETRIEVAL CHECK
Records tested:
Person checking:
Could the intended recipient locate and access the records?
Labels or locations that need correction:
Outstanding questions:
Index revision and handoff date: