Thank you for the helpful response. One additional question regarding the naming convention that I did not see covered was the possibility of not including indication information but potentially having the study name instead.
For example, if a brand is indicated across different therapeutic areas is it possible to include the study name as part of the naming convention e.g. (FOREST_Study_Leave_Behind). I ask as this does not include any claims information but I was unsure if this would be generic enough to be included in a generic email template if potentially used across brands.
I'm thinking if there were say two or three different brands and the email was structured to be a genericized template and the attachment appear as below (assuming FOREST, BEACH, MOUNTAIN are trials belonging to 3 different brands);
FOREST_Study_Efficacy
BEACH_Study_Safety
MOUNTAIN_Study_Efficacy
Is this brand agnostic enough that a generic template could still be used?