While digital filing systems have additional benefits such as the availability of longer file names, OCR technology to help with searching and the ability to nest information more cleanly than paper files, digital file organization strategies are still surprisingly similar to paper file systems.

Here are a few first steps to getting your digital files organized in a way that will allow you to find what you are looking for quickly and easily.

First, develop a record retention schedule that is specific to your business or home office needs.  Second, Opt-Out of unwanted email and other digital solicitations.  Third, create a digital filing structure using appropriate folder and file naming conventions.  Fourth, don’t forget to implement appropriate security and backup measures for your digital information.

Below you will find some free downloads to help you create a digital file system.  If you need additional assistance, The Streamlined Office is here to help.  Contact us today for a free phone consultation and we’ll help you get started.

Digital Files – Security and Backups

Digital Filing – Naming Conventions

Opt-Out of Unwanted Solicitations

Record Retention Schedule