Top 7 Tips for Working with Virtual File Cabinet

Organization of work with documents is an important part of the overall workflow in any company. That is why it is so important to develop an efficient and user-friendly system for storing documents in a file cabinet. We offer you some simple but effective tips on how to organize a virtual file cabinet in your company.

What to begin within organizing a system of storing corporate data?

To begin with, you need to find a reliable place to store corporate documents. More and more companies use remote file storage, which provides the most reliable method of data protection. Such storage has long ago proved its effectiveness in comparison to traditional physical data rooms. Organizing and maintaining remote file storage is less expensive than traditional file systems.

In addition, file storages offer the opportunity to organize a more efficient process of working with documents – including the organization of the storage system. Various data room tools are available that can be adapted to meet the individual needs of a company.

How to use data room software to organize a file system?

In order to maximize the usefulness of a remote file storage system for the company, we recommend adhering to some simple tips:

  1. Separate documents. To avoid overloading the system, all files should be divided into two categories – particularly important and streaming. The latter category may contain various files concerning the solution of current issues of life in the company, some notes, or unimportant records. Therefore, their storage may be outside of file storage.
  2. Develop your own system for organizing documents. Such a system of data storage organization may use various criteria of data grouping and storage – the main thing is that this system should be understandable to all employees of the company.
  3. Avoid unsystematic storage. Simply uploading files to the storage is quite easy, but it is inefficient for further use of the documents. That’s why experts recommend placing files into folders based on common characteristics – such as creation date, content specifics, addressee, or other – before uploading. This will make storage easier and not interfere with future searches.
  4. Choose the principle of systematization. Another way to organize data storage is to organize it in a certain order. This can be alphabetical or chronological principle – whichever is more convenient for your company. It is recommended to use it not only for organizing folders in the storage but also for their contents.
  5. Separate the documents you use. You can put not only documents that relate to completed cases, but also files that are currently in use in your work in the file storage. To avoid creating chaos and looking for the right document every time, divide completed and flowing documents into different folders or groups of folders, making sure to specify their status.
  6. Don’t forget to clean up the storage. To avoid overloading the storage system, you should periodically clean it of irrelevant files. But don’t thoughtlessly delete old files – make sure you won’t need them in the near future.
  7. Be consistent in organizing your data storage. It is important that all employees of the company adhere to the principles of working with documents. This way you can avoid file storage overload and ensure efficient use of files.

You should not ignore the file storage capabilities of your workflow. Therefore the more thoughtfully you approach the organization of data storage, the more successful your company will be.