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Where to start when you need to organize your files

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Q. I really need to get my files organized. Do you have any strategies I could follow to get started?

A. One of the biggest missteps here is trying to change history. While it’s good to do some file cleanup, the first strategy to develop is what you will do going forward. I recommend not changing anything for one week but merely observing how you search for and locate the documents you need. Your first goal should be to reduce the number of steps. I’m a big fan of using Favorites and keeping it trimmed to just the projects I have on my table at any given time.

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