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Managing Documents and Files – Steve’s Blog Week 24

This week, we are talking about managing documents and files. As previously mentioned, having  “one place to go” is a key element to greater personal business productivity. Having “one place to go” for your documents and files should be based on a method that:

  • is easy to maintain,
  • can searched quickly,
  • a new file/document can be added or shared within seconds
  • works on all your devices (computer, smartphone, tablet)

We recommend storing the files that are not confidential/proprietary via a cloud storage service such as OneDrive for Business (NOT OneDrive personal*) or Dropbox.  There are other services available; however, OneDrive for Business includes 1 TB of storage for all Office 365 customers. Dropbox only includes 2GB of storage at no charge. Here are some keys to getting started:

  • On your PC, MAC, Android or iOS, download and install the OneDrive for Business app https://onedrive.live.com/about/en-us/download/
  • Insure you move (not copy) files from your “Documents” on your computer
  • Set up primary “top level” folders in your cloud storage
  • Make the top level folders match your key storage categories
  • We recommend 5-15 ‘primary’ (top level) folders
  • “Drill down” to sub-folders with more specific information

*Note:  If you have OneDrive – Personal and need assistance transitioning to OneDrive for Business, don’t’ hesitate to email or call/text me at 630-774-7944. Answers to your time/technology management questions are always complimentary.

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