QUESTION: Paper Clip Day - How do you keep your files organised?

Forum|Forum|8 years ago
May 29, 2018
2 replies
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Today is National Paper Clip Day! A day to remind yourself that those documents on your desk… Yeah, they definitely need organising.

As the world begins to go more digital, are we leaving these great organisational tools behind?

How do you organise your files? Comment your tips and tricks below!

J

Jess WAuthor

I use traditional techniques (filing cabinets and paper clips!).

However, I am now going more digital and encouraging myself to keep things backed-up on the web to be 100% safe. Google doc is a great app and it has transformed the way I produce documents! I also like emailing my work to myself and organising it in corresponding folders.

@EmilyMockett and @CoherentCreativ how do you organise your files?

EmilyMockett

Hi Jessica,

Google Drive is my go to! I store all my important documents, templates and media within this. Even better - its completely free (to a certain storage space limit).

In regards to emails I create sub folders for a lot of things. I have all my clients organised in folders within Office 365 in alphabetical order.

As an office we also use Acuity to book in client meetings. This integrates with Office 365 meaning seamless organisation of the office and its meeting room availability and other staff members. Acuity also allows us to send a link to our clients so they can choose a day that is best for them to come in for a meeting based on our availability.

Saying this, I do also like to keep a hard copy diary on my desk which I scribbles notes, to do lists and reminders for myself on a daily basis!

As a firm we use Virtual Cabinet to store all of our documentation. It also allows us to be able to view emails sent by other members of staff to clients so in their absence we can pick up where they left off.

Kind Regards,

Emily

J

Jess WAuthor

Wow, @EmilyMockett your organisation is amazing! Some great tips too.

Subfolders in your emails is a great idea, I will definitely have to try that one.

Have you always been this organised regarding your work? And have you always used online apps? I think for some people, transferring their work to the 'digital world' can be daunting and seem like a time-wasting activity. However, it offers many benefits.

I like using online apps to back-up my documents too! Better to be safe than sorry.

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