Feeling overwhelmed by digital clutter? 

With just 5 minutes, you can establish a document organisation system that streamlines your workflow and boosts productivity. Here’s how:

File Naming Convention

2 Minutes: Standardise Your Naming

• Develop a consistent file naming convention that includes key details like date, project name, and version number.
• This helps you quickly locate files and understand their contents at a glance.
• For example, use a format like “2025-01-25_ProjectName_V1” for easy sorting and retrieval.

Cloud Storage Structure

2 Minutes: Organise Your Cloud Space

• Create a clear folder hierarchy in your cloud storage, categorising files by project, client, or department.
• Use subfolders for specific document types such as reports, invoices, and correspondence.
• This structure ensures that files are logically organised and easy to access from anywhere.

VA Document Management Value

1 Minute: Enhance with a VA

• A Virtual Assistant can maintain this system by regularly updating file names, organising folders, and ensuring everything is backed up.
• I specialise in document management, allowing you to focus on your core business activities while we handle the details.

Ready to declutter your digital workspace? 

Discover how I can optimise your document management system. Book a free 15-minute consultation today!

Virtual Greetings, Rachel