Join Suzanna Kaye for an in-depth discussion in this video Organizing and naming virtual files, part of Going Paperless: Start to Finish.
- Your virtual files can be organized…much like your paper files in your file cabinet.…On a PC, the main program for storing your files…is Windows Explorer.…For Mac, it's Finder.…Your cloud storage options, which I talk about later…in this chapter, also work based on the same principles.…You have main file folders, which contain subfolders.…And then these subfolders hold your individual files.…I'll use Windows Explorer as an example.…Much like your home filing cabinet, you start with…main folders made up of broad categories.…
Categories such as Personal and Work…may be your first level of folders.…Your next level of subfolders is where…the category gets narrower.…In this example, in the Personal folder,…there are the folders Finance, Health and Hobbies.…Each next level of subfolders contains…more narrow categories than the folder that contains it.…The nice thing about organizing virtual files in this way…is you can create many more subfolders…with narrower categories than you would want to do…in a paper filing system where space would become an issue.…
Author
Suzanna Kaye
Updated
10/19/2017Released
1/9/2015Then explore password management and how to manage paperless lists, notes, calendars, and contacts. The course also covers electronic file and document storage, including how to scan paperwork into various e-friendly formats. Last, Suzanna shares some smart strategies for reducing incoming papers and keeping your email inbox organized.
- Backing up and maintaining information
- Purging and archiving
- Managing passwords
- Creating storage policies
- Stopping junk mail
- Using Dropbox for online storage
- Scanning paperwork
- Managing calendars, contacts, and to-do lists
- Organizing email in Gmail
Skill Level Appropriate for all
Duration
Views
Q: This course was updated on 07/25/2016. What changed?
A: We updated four movies to reflect changes to Acronis, Dropbox, Milk, and Evernote.
Q: This course was updated on 10/16/2017. What changed?
A: We updated four videos featuring apps that had changed substantially since the course was originally recorded, including Dropbox, Evernote, and Week Calendar.
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Introduction
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Welcome1m 1s
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1. Backing Up and Maintaining Your Information
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2. Password Management
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Password concepts5m 48s
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3. Managing Incoming Papers
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Stopping unwanted junk mail5m 15s
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4. File and Document Storage
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5. Scanning
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Understanding scan settings3m 27s
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Using PDF printers3m 21s
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6. Calendars
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Using the Week Calendar app3m 32s
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7. Contacts
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Managing contacts2m 54s
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8. Managing To-Do Lists and Other Kinds of Lists
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Using the Clear list app3m 56s
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9. Saving Notes
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10. Organizing Bookmarks and Email
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Organizing email using Gmail3m 26s
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Flagging emails in Gmail2m 45s
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Conclusion
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Paperless review1m 55s
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Next steps1m 25s
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Video: Organizing and naming virtual files