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.