I was talking with my client last week about his newsletter. While we were on the phone, he began struggling to find a document I had sent a few months ago. He looked in his email,he searched his hard drive, he even looked through a pile of papers he had stacked on his desk.
After roughly 3 minutes I asked, “How do you organize your digital files?” He said he just keeps them in the “My Documents” folder of his computer.
And it turns out that’s exactly what he meant. He has everything, thousands of files spanning years and years, sitting there, completely unorganized, in one big bin. It’s the digital equivalent of “filing” your documents by opening the basement door and throwing them down the stairs. No wonder he was frustrated!
So, here are my 3 Tips to save time and frustration:
1. Think in terms of categories. When setting up a new file structure, think about the different buckets you’ll need to store your information. Then make a separate folder for each. In my case, for example, my main categories are:
Clients – all client related files are found here
Business – this is where I store the information used to run my business
Personal – everything else – photos, family documents, etc.
Categorizing is more efficient than organizing filing by date (as you might with paper files). This way, you’ll never have to remember “when,” just the more obvious “what.”
2. Make use of sub-folders. Within each primary folder I create sub-folders – again grouped by category. So, for example, within my “Clients” folder, I have additional sub-folders by client name. Inside each of those, I have more sub-folders (e.g., newsletter drafts, logos, projects).
3. Choose meaningful file names. To make finding documents as easy as possible, make sure to give a meaningful name to each one. Not only does this allow you to find what you need quickly (without having to keep opening documents and looking to see what’s in there), it makes searching your folders quicker, too!
According to Newsweek, the average American spends 55 minutes a day looking for things they can’t find. I can’t help you with those lost sunglasses, but if you follow these simple digital filing concepts, you can definitely bring that number down!!
