Organize Company Document For Free

How to Keep Client Information Organized Keep Copies of Important Documents. ... Keep Client Information in Separate Files or Folders. ... Use a Consistent Onboarding Process. ... Regularly Touch Base. ... Use a Digital Calendar. ... Use Existing Email Platform Features. ... Store Information on a Secure Platform. ... Consider a Master Index.

Key Points Avoid saving unnecessary documents. Follow a consistent method for naming your files and folders. Store related documents together, whatever their type. Separate ongoing work from completed work. Avoid overfilling folders. Organize documents by date. Make digital copies of paper documents.

Here are a few tips and best practices to help you do this: Store documents in a shared location, NOT on your personal computer. ... Don't mix business and personal files. ... Group by category. ... Group by date. ... Don't be afraid of subfolders. ... Use Final, Draft and Archive folders. ... Use good file naming conventions. ... Create folder templates.

Organizing Your Drive/Directory Create a folder structure. Don't let your shared drive become the wild, wild west. ... Use a consistent file name. All files on a shared drive should have a consistent file name so they are easily searchable and findable. ... Document your decisions.

This article explains seven best practices for organizing company files. Figure Out Location. Click to view the infographic. ... Organize by Folders. Do not leave your company files scattered all over your computer. ... Organize by Subfolders. ... Format and Group Files. ... Name Files Strategically. ... Document the Process. ... Maintenance Is King.

Option 1: Hierachical Method Be consistent. Structure your hierarchy logically. ... Keep folders and subfolders separate to reduce overlap. ... Keep subfolder categories narrow to restrict the number of files in each. ... Your Desktop is meant to be temporary storage.

Here is a step-by-step way to do it: Determine Which Paper Documents You Must Keep. ... Shred Sensitive Documents. ... Expand Your Filing Area. ... Adjust Your Methods for Organizing Files. ... Communicate Your System to Others.