Organizing files
Master file organization strategies to keep your documents accessible, searchable, and well-structured as your startup grows.
Organization Methods
Folder Structure
Create a logical hierarchy of folders to categorize your documents
- Department-based folders (Marketing, Legal, Finance)
- Project-specific organization
- Date-based archival system
- Client or customer-specific folders
Tagging System
Use tags to create flexible, cross-cutting organization
- Priority tags (urgent, important, routine)
- Status tags (draft, review, approved, archived)
- Content type tags (contract, proposal, report)
- Custom tags specific to your business needs
Search and Filters
Leverage powerful search capabilities to find documents quickly
- Full-text search across all document content
- Filter by file type, date, author, or tags
- Saved search queries for frequent lookups
- Advanced search operators and syntax
Common Folder Structures
By Department
Organize documents according to business functions and departments
By Project
Create project-specific folders for all related documents and assets
By Date
Use chronological organization for time-sensitive documents
By Document Type
Group similar document types together (contracts, reports, presentations)
Organization Best Practices
Plan Your Structure
Design your folder hierarchy before uploading large numbers of documents
Use Consistent Naming
Establish naming conventions that your entire team can follow
Regular Maintenance
Periodically review and clean up your document organization
Train Your Team
Ensure all team members understand and follow your organization system