That way, you'll be much faster finding documents for a particular project.Ĥ.

Store related documents together, whatever their type.įor example, store reports, letters, presentation notes, spreadsheets, and graphics related to a particular project in a single folder – rather than having one folder for presentations for all projects, another folder for spreadsheets for all projects, and so on. You can even use color coding to make it easier to identify different categories of folders.ģ. Use shortened names to identify what or who the folders relate to. Follow a consistent method for naming your files and folders.įor instance, divide a main folder into subfolders for customers, vendors, and co-workers. Having too many unnecessary documents adds to clutter and makes it harder to find things in the future.Ģ. Take a few seconds to glance through the content, and keep a file only if it's relevant to your work activity, or required by your business. Here are seven ways to manage your documents and files efficiently and effectively:ĭon't make a habit of saving everything that finds its way to you. So why not take a different approach, to ensure that you're always confident of finding things when you need them? Effective File Management Meanwhile, you can spend lots of precious time searching for documents that have got lost in all the mess. And it becomes less and less likely that you'll ever find time to go back and get all of that information organized. Looks interesting, but I'll take a closer look at this later, when I've got more time.' Sound familiar?Īfter a while, many such documents build up, leading to clutter. When you receive a document from a co-worker, vendor, or customer, it's tempting to 'just put it away' in a pile on your desk or drawer, or to keep it in your email inbox or downloads folder. That way you can save time looking for things, and always have the right information to hand when you need it. Whether you work with paper documents, electronic files, or a mixture of both, it's vital to keep them organized and accessible. Have you ever kept someone waiting while you searched the piles of papers on your desk for an important document? Or struggled to meet a deadline because you've lost a vital computer file?

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