Keeping Large Folders Organized

As the number of clients, prospects, and purchased e-books increases, file management becomes increasingly critical.

Here are a couple of simple tips to keep things organized:

Divide each large folder into just two major subfolders. Title one A-M, the second N-Z. Create a separate folder for each client, and store everything associated with them in a separate folder. Every time you add or delete a folder, select View>Arrange Files by> Name. This will keep the files in each folder alphabetically arranged.

Create a new folder for each project associated with each client. This makes it easy to keep track of multiple projects for each client.

Remember to omit words like "The" from firm names and titles. Otherwise "The Lebow Company" will appear with the T's, rather than the L's, which is where you would logically expect to find it.