Now that we have access to better file storage
and management than the file cabinets that we’ve historically utilized, our
capabilities have increased exponentially… assuming, of course, that our better
file storage and management solutions are kept organized. As this organization
is so crucial to successfully undergoing your operations, we’re offering a few
tips to help you keep your files in order.
Organization like this is best accomplished
through the strict adoption of certain file management practices on your
network. We recommend the following:
Keep All Documents Within a Root
Whether you’re organizing documents on your
own workstation, or are developing a file sharing environment, every document
should be contained in a single folder (known as the root folder) and divvied
up into various sub-folders to keep them organized. This will simplify the
process of finding your files later.
Use Folders to Your Advantage
As mentioned, you will want to create various
sub-folders to create a more granular organizational system. Let’s say you keep
your contracts with your clients in a particular folder. Calling this folder
“Contracts” lets you know what it contains and can be divided up into folders
for each of the years that these contracts were agreed upon. All of your files
should be easily located based on the folders you create.
Determine Specific Naming
You will want to make sure that all of your
files are given descriptive names to simplify finding them later on. Simply
naming a file ‘invoice’ will not be enough to help you identify which invoice
is contained in that file and will only make it more difficult to find at a
This is why it is so important to be specific
as you name your files. The Windows operating system allows a total of 260
characters to be used - including the name of the drive, all folders, and the
end file name. Therefore, being succinct while specific is crucial. Try to name
your files in a way that clearly communicates what their contents are, so that
both you and anyone you share a file with can get a clear sense of what it
contains at a glance - even without the path hierarchy to tell them what it means.
You can also use your file names to make it
more convenient to find the ones you need. Adding a character to the beginning
of the name will make it default to the top of the list of files.
Create Files Where You Want Them
It is far easier to initially create a
document where you want it stored than it is to relocate it later. Don’t
hesitate to do so, using the naming conventions that you established.
In today’s cooperative business environment,
the capability for your entire team to accomplish productive work in a shared
digital workspace is key. This is why it is strongly encouraged that businesses
utilize the cloud for these file management capacities.
For assistance in creating this kind of hierarchy, supported by the capabilities of cloud technologies, reach out to Emerge. Our IT experts can help you design a workable and intuitive resource for your business to leverage. Call 859-746-1030 to learn more.