In many ways, organizing e-files will be similar to organizing paper files. There are also some very important differences in organizing your e-files that don’t apply to paper files.
As with paper, first establish broad categories
, and then determine specific details.
To facilitate retrieval of information in the future, create a consistent naming scheme.
Start by taking a good look at your current file system. Determine if there exists a consistent method to store information. Are things easy to find, are there unnecessary duplicates, or are items stored in more than one place? How much time is spent searching for things? If more than a couple of minutes it’s time to re-organize.
Below is a sample system to get started. Businesses may need more or fewer than what is provided here. A well-functioning file system needs to be customized to individual business needs.Continue reading “How to Organize Your E-Files”