Do you have documents, images, and all of your digital information everywhere? I know it can get out of hand really quickly.
I like to keep everything I can on my Google Drive so that I can access it wherever I am and allow others to have access.
Keeping everything organized is essential and can save you a ton of time (and aggravation).
First, determine your high level folders. Examples are shown below such as Admin Docs, Blogging, and Clients.
After you’ve determined your high level folders, start creating your subfolders. I like to add numbers in front of my folders so that they stay in a logical order. Examples of subfolders for Admin Docs could be website copy, finances, and freebies.
You can create as many subfolders as you’d like, but make sure it makes sense to you. For example, don’t make a folder 5 deep if you know you’ll never search that far for something. My rule of thumb is to refrain from making subfolders until I feel I have too many documents in one folder, or if I begin to feel overwhelmed. I used to only have my blogging folder, but I found I was confused by the blog posts I was working on and the ones that were finished, so I separated them! Then I realized that I had too many graphics for each completed post, so I added more subfolders for each blog post.
Here is an example of what my digital filing system looks like:
- Admin Docs – Contains all miscellaneous documents and some subfolders when I see there is a lot of one subject.
- Website copy
- Blog posts – Completed
- Subfolders for each post to include all images for different platforms
- Blog posts – Not completed
- Blog posts – Completed
- 0000 – Templates (contains things like contract and proposal templates, questionnaires, welcome packet)
- 0001 – Almost Client
- I create a folder for someone as soon as I have a discovery call. This is where their info goes while I’m waiting on the contract (then dragged and renamed to the client folder)
- 0002 – Past Clients
- Move all past client folders here
- 1000 – Client 1
- 1001 – Client 2
What does your digital file system look like?
Amanda Leigh, with her business savvy tools and upbeat attitude, helps entrepreneurs develop systems that work for, not against them. By setting up project management systems and email management protocols curated specifically for each business, Amanda’s dedication to helping others thrive means making sure nothing is forgotten.
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