How to Organize an Electronic Filing System

Organising an electronic filing system is a great innovation in any field. People nowadays prefer organising electronic filing system as it is quite an easy process which helps find data within seconds. Many organisations which have tons of data to take care of always prefer electronic filing system. In this system, the only effort you need to make is to have the appropriate software installed and then add all the files. Put all data into right files and create sub folders. If you want to organise an electronic filing system then follow the techniques given to help get you started.

Instructions

  • 1

    Start with my documents files

    Start with files you have saved in your computer’s my documents files. You should name different folders with different unique names like “home budget” or “bank expenses”. You can put different information in these folders including bank statements, credit card statement and actual budget files. It is also important that if you want to change the name of any file, you should change it before finalising the folder. The key concept is to label and maintain the proper folders on your computer. You can always use a combination of dates and names to help you stay organised.

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    Making sub folders

    Making sub folders is also a very good idea as it helps you find any sort data within seconds. For example, you have put necessary information in a specific folder; you can make a sub folder to find the exact information. Bank named folder can have sub folders like bank statement or credit card. Home budget folder can have sub folders like grocery etc. By making sub folders you can organise your data even further to assist in finding or storing everything efficiently. You do not want to spend countless minutes just searching for something that you need.

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    Deciding other folders to create

    It is up to you as to how you want to see the folders in the computer.  If your computer is for personal use, you do not need to create any tricky names or signs. If your computer is for business purposes, you can name the folder business. After creating two main personal and business folders, you can then create sub folders accordingly. Try to make a combination of various terms and dates that will definitely help you stay organised.

  • 4

    Continue creating new folders as you work

    This is a very good idea to organise an electronic filing system that you should add data on a daily basis. If you maintain this habit of adding data on daily basis, your information will be automatically saved as electronic filing system. The folders you have already created while now you just need add important data accordingly.

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