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Save Time With These Three Filing Tips

Updated: Jul 10, 2023

Rows of colorful file folders

I was on the phone last week with my client, and while we were talking, she began struggling to find a document I had sent a few weeks 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 roughly 3 minutes I asked, “How do you organize 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 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 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.

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!


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