Save Time With These 3 Filing Tips

I was talking with my client just before Christmas about her newsletter. While we were on the phone, she began struggling to find a document I had sent her a few months ago. She looked in her email, she searched her hard drive, she even looked through a pile of papers she had stacked on her desk.

After approximately two minutes, I asked, “How do you organise your digital files?” She said she just keeps them in the “My Documents” folder of her computer.

And it turns out that’s exactly what she meant. She has everything, thousands of files spanning years and years, sitting there, completely unorganised, 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 she was frustrated!

So, here are my 3 filing 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.

Categorising is more efficient than organising 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 person 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!!

So, the next time you’re doing the spring cleaning for your business (check out my blog on downtime for advice in this area), make sure these 3 filing tips are on the list!

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