How do you keep your docs organized on your PC? By client, industry, technology, function, source, or what? I feel like searching for content can be a mini-project of its own sometimes!

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client and then workstream

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also have a “tips and tricks” folder with different sections (change management, comms, etc.) for things that i know i’ll want to reuse and easily find!

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Folders are old school... Put them online, tag with categories and filter, doc can show up in more than one category sometimes so this works better (unless you work at Deloitte, no more internet access for them since breach).

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Client >workstream> date_filename

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Fiscal year - client - project + folders for internal and a template folder organized by topic area a la D1

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Year>Nature (e.g., billable, not billable, trainings, etc)>Client>Workstream>Type (Models, Client Decks, Client Data)>Name of file

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Save everything to desktop

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Great idea D1/PwC1 - my “topics” folders aren’t sufficiently granular.

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O365, document library items let you create categories (many), then just tag documents after drag/drop to folders, works great. Same features in SharePoint 2013 or 2016, I can't live without it anymore.

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Even better EY2

Is there a way to tag them in folders? Aside from naming the file? I hope this isn’t a dumb question because this one trick would help immensely

What cloud storage solution do you use EY2?

Jk but some people’s computers look like that’s what they do

E2- I have mine on google drive where they are tagged but that doesn't negate the need to store locally/organize as well.

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