what is best way to name and save documents for future reference?

  • Thread starter Suzanne S. Barnhill
  • Start date
S

Suzanne S. Barnhill

Whatever is logical for you. I highly recommend setting up specific folders
for documents that belong together. This can include all the documents
relating to a specific subject, legal case, etc., or an alphabetical or
chronological subdivision of similar documents.

For example, for one of my clients I have a Correspondence folder with
subfolders divided alphabetically (just as you would arrange file folders in
a file drawer). For my Rotary bulletins, I have a Bulletins folder with a
separate subfolder for each chronological year. For another client I have a
folder for each consulting case he works on or client he serves.

Within those folders, I use a filename that will identify the file relative
to the folder: just a date for the Rotary bulletins, addressee and date for
the letters, short name of the document (such as "Jones Q&A") for the client
files, and so on.

--
Suzanne S. Barnhill
Microsoft MVP (Word)
Words into Type
Fairhope, Alabama USA
http://word.mvps.org
 

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