NamingKit generates standardized document names for Angeles Family Office — ensuring every file follows the same naming convention across all systems.
1
Choose Your System
Client management documents (statements, tax docs, agreements)
SMITH + TAX + AnnualReview
→
SMITH_TAX_AnnualReview_2026-01-10
Investment tracking (capital calls, K-1s, fund reports)
BVCP + III + CapCall
→
BVCP_III_CapCall_2026-01-10
Estate & trust documents (distributions, amendments, filings)
JONES + DIST + Q4Payment
→
JONES_DIST_Q4Payment_2026-01-10
2
How It Works
Pick system tab
→
Select/type in dropdowns
→
Add description
→
Click Copy
The name copies to your clipboard. Form clears automatically for the next document.
3
Pro Tips
Start typing to search existing values. Saves time and ensures consistency.
Description is 16 chars max. Use abbreviations: "Q4Dist" not "Fourth Quarter Distribution"
New dropdown entries save automatically for the whole team. No duplicates.
Copy button only enables when all fields are filled. Paste directly into your filename.