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Digital File Organization

Get Directions

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Digital File Organization — Get Directions original artwork

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  1. StepChoose one manageable collection

    Start with Downloads or a small document collection. Confirm scope and what must remain untouched.

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  2. StepUnderstand how the customer searches

    Ask about frequent files and whether they think by project, client, topic or date. Agree on a simple structure.

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  3. StepBack up and inventory

    Confirm a usable backup. Record original filenames and locations to track changes.

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  4. StepOrganize with approval

    Apply agreed folders and naming rules. Flag duplicates; do not delete them. Avoid files software depends on.

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  5. StepVerify and hand over

    Check files open, links work and everyday files are easy to find. Leave rules for future files.

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