All documents which you prepare should be in a folder or sub folder, appropriately labelled so you will, at a glance, be able to know what is in that folder. This also applies to incoming documents that are downloaded to your computer.

Example : The subject is Accounts

Within the Accounts folder you could have a sub folder labelled ' Accounts 2017' or other year. Inside of this you could have a further subfolder 'receipts' or 'tax returns'.

With this arrangement, no documents should be outside of a folder.

When you open the document library you should only see a collection of folders.

The question arises "How do we search efficiently when we keep adding items to these folders and subfolders?"
Read on



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TMalinga1 Premium
Very good information
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FKelso Premium Plus
Good pointers in here. You are right on -- easier to work if we can find things and have an order for replacing everything. I'm working on it.
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ElizabethRo2 Premium
Thanks Joy, good reminder, I have been cleaning up because of unorganized desk.
To your success.
Elizabeth
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SamiWilliams Premium Plus
Joy,
Thank you for your words to remind me of what I know already. Your suggestions and guidelines are surely practical and not hard. Thanks for making them and allowing me to be reminded again of the value of the network in Wealthy Affiliate.

Have you been seeing the responses I have been adding to the "join the discussion" lately? The things catching my eye have to do with weeding out and organizing/.
Thanks again for your clearly written, easy to understand suggestions.
Sami
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Joy3 Premium
You are welcome Sami
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timstime20 Premium
Very good information
TIM
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