A title such as “Screenshot 17” is easy to save and difficult to recognize later. Name the record for its real subject while keeping sensitive details out of unnecessary labels.
Write the title for the moment when you return to the record.
Start with the source
Use the provider or sender, the document type and a useful period. “Water bill, August” tells you more than a file name. If several accounts share a provider, add a short account label that you can distinguish without exposing the full number.
Make the review useful
Correct the record date separately from the title. Dashboard month selection uses reviewed record metadata, not a month you happened to type in the name. Search can also use provider, patient label and summary, so consistent metadata matters.
Keep the next step clear
Keep action titles focused on the next step rather than copying the record name everywhere. A record can be called “Laptop warranty” while its linked task says “Check coverage before the repair appointment.”
One step at a time.
- 01
Replace generic file names during capture review.
- 02
Use a provider, document type and relevant period.
- 03
Check the separate provider and record-date fields.
- 04
Name linked actions for what you actually need to do.
A little reference.
Keep the context and your next action together.
| Check | Example | Your next step |
|---|---|---|
| Record | Water bill, August | Use a stable document name |
| Provider | City water service | Keep the searchable sender clear |
| Action | Check the meter reading | Describe the next step |
Does changing a record title change its date?
No. Review the record date itself when you need the entry to belong to a different month or historical period.
These guides explain product workflows. Review extracted names, dates and amounts. Features depend on your device, permissions and optional service setup.
A little more clarity, in your pocket.
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