NamingKit
Standardized document naming across all systems
AFO Files
Clade
Luminary
Client Code Name
Select...
Document Type
Select...
Description
0/16
Date
Generated Name
AFO_____
Copy
GP Name / Direct Investment
Select...
Fund Reference
Select...
Description
0/16
Date
Generated Name
CLA_____
Copy
Family Entity Name
Select...
Trust/Estate Action
Select...
Description
0/16
Date
Generated Name
LUM_____
Copy