Thank you for your effort for all of us.

One thing, that is necessary for me, is naming the document so t is easy to find if you cannot be in the software for some reason.

I have numerous people, and I try to spread out the versions I put them in, as much as possible, since only (2) can be opened in each version. 

The situation may be I will need to quickly locate a document for a company I cannot easily open, witout closing someone else.  (Another point of pain, especially avoiding 2022+ without the scanner, and 2023 with the subscription)

This is why I name them with the company/invoice #/and at least the month.

Just a thought, that may apply to no one. Thank you for your help:)