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Organizing Your Files: Home

7 THINGS you can do to organize your files. For records you already have...
1. Inventory. Know what you have and where it is located.
2. Identify your most important files and ensure they are backed up.
3. Organize. Keep files orderly and use file names to adequately describe them.
4. Purge. Following the retention schedule, make records destruction a routine activity.
As you create new records...
5. Save Appropriately. Know what should be saved to shared folders and what may be saved to your personal drive.
6. Name Carefully. Follow best practices for file-naming.
7. Think Long Term. Select file formats that will outlive software trends and boutique tools.

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