Format |
Purpose |
Microsoft Word Document (.docx) |
- Letters
- Faxes
- Forms
- Other lengthy documents
Do not use for e-mails. |
| Microsoft Word Template (.dotx) |
Use to create templates for the above.
Do not register documents in this format. |
| Microsoft Word (97-2003) Document (.doc) |
Do not use.
Save a copy of a document in this format if requested by the client. |
| Microsoft Word (97-2003) Template (.dot) |
Do not use. |
| Microsoft Excel Document (.xlsx) |
- Spreadsheets
- Large tables
- Graphs
Do not use for letters or forms. |
| Microsoft Excel Template (.xltx) |
Use to create templates for the above.
Do not register documents in this format. |
| Microsoft Excel (97-2003) Document (.xls) |
Do not use.
Save a copy of a document in this format if requested by the client. |
| Microsoft Excel (97-2003) Template (.xlt) |
Do not use. |
| Outlook Item (.msg) |
Where possible, register attachments separately. |
| Outlook Item Template (.oft) |
Use to create templates for the above. Do not register documents in this format. |
| Portable Document Format (.pdf) |
- Incoming documents
- Scanned documents
Do not register outgoing documents in this format if an editable version is available.
Prefer PDFs containing machine-readable text over scanned text.
Do not duplicate documents of this type. |
| Hypertext Markup Language (.htm, .html) |
- Documents saved from the World Wide Web
Avoid registering HTML documents which are available publicly on the web. |
| TIFF Image (.tif, .tiff) |
- Incoming faxes
- Scanned documents
Do not register copies of outgoing documents.
Do not duplicate documents of this type. |
| Image Files (.jpg, .gif, .bmp, .png) |
- Incoming faxes
- Scanned documents
- Photographs
Do not register trivial e-mail attachments, such as company logos. |
| ContactsLaw SMS Document (.cl-sms) |
Do not register files of this type.
Do not upload outgoing documents of this type.
Do not duplicate documents of this type. |
| ContactsLaw SMS Template (.cl-smst) |
Use to create templates for the above. Do not register documents in this format. |
| Open XML Paper Specification (.xps) |
Follow the same guidelines as for PDF documents. |
Rich Text Format (.rtf)
Plain Text (.txt) |
- Incoming documents
- Outgoing documents created by other packages
Prefer other formats if available. |
Microsoft PowerPoint Presentation (.ppt, .pptx)
Microsoft Publisher Document (.pub)
Microsoft Visio Drawing (.vsd)
XML Files (.xml) |
Suitable for internal use.
Avoid use on client files. |
Audio Files (.wav, .dss, .mp3)
Video Files (.avi, .mpg, .mp4, .mov)
Archive Files (.zip, .rar)
Executable Files (.exe, .bat, .com) |
Do not register files of this type. |