Tips on How to Name and Organize Digital Files
It's important to name digital files correctly and place them in an organized manner to locate files when you need them.
Nothing is more frustrating when you can’t find a file on your computer! You go through folders, do name searchers in the finder with no results. From time to time, we’re all busy and sometimes when we’re in a rush we don’t completely think about how important file organizations is. Here’s a few tips outlining how to properly label and organize your digital files.
Place your Digital Files in One Place
It’s important to have one central location for all your folders. Use your documents to place all folders that are categorized by Business, Work, Photos, Personal, Music, etc. This way it’s easy to locate specifically what you are looking for later. it also makes it easier to go back to a Main Folder and start a search for the file in question. This is also convenient when you do a backups.
Create Nested Folders
When you create your Main folders you’ll want to create nested folders within your main folder. Nested folders help you keep organized and keeps your desktop and other areas of computer free of orphan digital files. An example for nested folders is:
Work > Clients > Your Client Name > Invoices > 2021 > Invoice001000.pdf
Use Simple Language
Don’t get fancy when naming your folders or digital files. It’s best to keep your labels simple because you might not remember the abbreviation you made up at the time of creation for a particular file. Plus it will be easier to locate the file in a search tool by using basic and simple keywords.
Be Specific when Labeling
I’m not kidding when I say be specific because it will help you locate files easy and fast later on. For example, a client may ask me to send them past quarter page newsprint ads for a particular campaign, and this file can be located easily because I named my files in an easy to organizational system. I don’t ever worry about accessing information quickly a year or two later because I label my files and documents specifically, ie. The path looks like this:
<Actually>
<Client>
<Campaign-Name>
<Ads>
<The Globe and Mail>
<Quarter Page Ads>
Label your projects by Versions
As a Graphic Designer sometimes the need to create multiple revisions of a document is required, and it’s best practice to save versions and name them properly for version control. If you don’t and a client comes asks you for a reproduce a certain look from a specific file it will become a daunting task to locate and produce the requested version. You can use file name structures like:
client-name-quarter-page-v1
client-name-quarter-page-v2
client-name-quarter-page-v3
And once there’s more than 3 versions you might want to start incorporating dates:
client-name-quarter-page-07012021
client-name-quarter-page-07012021
And marking a document as final can also be important: client-name-quarter-page-final
The order system of month date year can vary depending on your filing system, just make sure to keep it consistent, universally across the organizational system of your digital files.
When you save your files think of these little tips because trust me you’ll be thanking yourself later when you need to locate a document quickly or validate a final version.
Do you have any labeling tips you’d like to share? We’d love to hear them. Leave your comments on Twitter or Instagram.