File Management Best Practices List

 Group related files into the same folder to facilitate easy identification and retrieval of the
files.

 Group project files to enable ease of archival and purging of files.

 Place all data in one branch of your directory tree - to facilitate backup.

 Place all executable programs on a server and not on individual client machines - to facilitate
ease of upgrading and version changes.

 Use cloud service to sync important folders.

 Consistent Folder/File names.

 Customize folder icon for important items.

 Backup on a regular basis. Set regimented schedule.

 Password protect/encrypt sensitive documents.

 Backup to an external physical location – Business Continuity Planning

 Your best practices must have “buy-in” from your users.