Upload and attach sales documents

Upload the signed SOW and the customer's redlined terms to the opportunity record BrightPath - 2026-Q3. Attach each file to the record and to the account folder, set document type to 'Contract', and add a short note naming the signer and execution date so legal can find it during audit.

Before I upload these sales documents, make it easy for others to find and trust them: standardize filenames with customer, year, and document type; add a two-line summary in the description stating status (draft, signed), signer name, and execution date; and flag if the document contains non-standard legal terms.

I received a signed SOW via email for BrightPath but the customer has two open opportunities and the filename doesn't say which quarter it's for. I'm worried attaching to the wrong opportunity will mislead forecasting. What's the safest way to determine where it belongs before uploading, and what note should I add so the forecast owner isn't surprised?

Over many deals I keep uploading files named things like final V2 and attaching without status, so legal and ops waste time searching. Where am I losing rigor — naming, metadata, or timing — and what single habit will remove this friction so documents are audit-ready every time?