What to consider when saving naming and storing documents?

What to consider when saving naming and storing documents?

Keep file and folder names short, but meaningful. Avoid unnecessary repetition and redundant words in file names and file paths. Use capital letters to delimit words, not spaces. When including a number in a file name always give it as a two-digit number rather than one, i.e. 01, 02 …

What is the best way to indicate proper names and dates in a file name?

Probably the best file naming convention ever

1. Use capital letters to delimit words, not spaces.
2. Keep file names short, but meaningful.
3. If using a date in the file name always state the date ‘back to front’ and in this format: YYYY or YYYYMM or YYYYMMDD.
4. Order the elements in a file name in the most appropriate way to retrieve the record.

What is the easiest way to rename a folder?

Renaming a folder is very simple and there are two ways to do so.

1. Navigate to the folder you want to rename.
2. Click on the folder you want to rename.
3. The full name of the folder is automatically highlighted.
4. In the drop-down menu, choose Rename and type in the new name.
5. Highlight all the folders you want to rename.

How do I organize my computer files and folders?

Best Practices For Organizing Computer Files

1. Skip the Desktop. Never ever store files on your Desktop.
2. Skip Downloads. Don’t let files sit in your Downloads folder.
3. File things immediately.
4. Sort everything once a week.
5. Use descriptive names.
6. Search is powerful.
7. Don’t use too many folders.
8. Stick with it.

What means save locally?

The Local Save As option allows you to save the document in the local system or in the network share. Select the document you want to send and click the icon. …

How do I find a file I saved on my computer?

How do I find a file saved on my computer?

1. Click the Home button at the bottom left corner.
2. Then choose File Explorer.
3. Click documents, then double click on the folder you saved the file in.
4. Your file should appear. Double click on the file to open it.
5. If you saved the file on your desktop, you do not need to go through your home button to access it.

How do I organize my business files on my computer?

Here are a few tips and best practices to help you do this:

1. Store documents in a shared location, NOT on your personal computer.
2. Don’t mix business and personal files.
3. Group by category.
4. Group by date.
5. Don’t be afraid of subfolders.
6. Use Final, Draft and Archive folders.
7. Use good file naming conventions.
8. Create folder templates.

How do you organize personal documents?

Instructions

1. Gather All of Your Papers in One Spot.
2. Separate Your Papers Into 5 Categories.
3. Discard Documents You Don’t Need.
4. Organize the Archive File.
5. Arrange the Household File.
6. Set Up the Action File.

Where should you keep important documents?

Your best bet with storing important documents is a safe deposit box. Most banks or credit unions offer safe deposit boxes.

What are the most important documents to have?

What Are Important Documents?

• Legal identification documents. Social Security cards. Birth certificates.
• Tax documents. Tax returns. W-2s and 1099 forms.
• Property records. Vehicle registration and titles.
• Medical records. Wills, powers of attorney or living will.
• Finance records. Pay stubs.

How do you protect documents?

Click the File menu, select the Info tab, and then select the Protect Document button. Click Encrypt with Password. Enter your password then click OK. Enter the password again to confirm it and click OK.

What important papers should I keep and for how long?

How long should you keep documents?

• Store permanently: tax returns, major financial records.
• Store 3–7 years: supporting tax documentation.
• Store 1 year: regular statements, pay stubs.
• Keep for 1 month: utility bills, deposits and withdrawal records.
• Safeguard your information.
• Guard your financial accounts.

How many years should you keep bank statements for?

two years

Can I throw away old insurance policies?

Once you sign and pay for a new policy, the old one ceases to be valid, so unless you are interested in comparing the rates/coverages over time, [copies of old insurance policies] will provide very little value.” While you can toss old insurance policies, you’ll want to keep these financial documents forever.

Should you keep old bills?

Utility Bills How long to keep: One year. Keep for one year and then discard — unless you’re claiming a home office tax deduction, in which case you must keep them for three years.

Is it safe to throw away old bank statements?

You may be ready to throw them out, but you’re not sure how. Is it safe to throw away old bank statements, or do you need to shred them first? According to the Federal Trade Commission, you should shred documents containing sensitive information, including bank statements, to protect yourself from identity theft.

Should you keep old car insurance documents?

You do not need to retain old bills. Current insurance policies for building and contents. Outdated policies should be discarded. You should ,however, keep together the vehicle registration form, MOT certificate, car insurance policy and any loan documentation relating to the purchase of the vehicle.

When can I destroy tax records?

Time Requirements for Tax Records The rule for retaining tax returns and documents supporting the return is six years from the end of the tax year to which they apply. For example, a 2015 return and its supporting documents, are safe to destroy at the end of 2021.

How long should you keep utility bills and bank statements?

Chart: What records to keep, how long to keep them

Document	How long to keep it
Credit card statements	One month
Pay stubs	One year
Bank statements	Keep monthly statements for one year. Keep annual statements related to your taxes for at least seven years.
Utility and phone bills	One month

How long must you keep financial records?

6 years

What financial records should you keep and for how long?

Keep records for 7 years if you file a claim for a loss from worthless securities or bad debt deduction. Keep records for 6 years if you do not report income that you should report, and it is more than 25% of the gross income shown on your return. Keep records indefinitely if you do not file a return.