Organize an Electronic Filing System

Much as you might use a filing cabinet and file folders to organize paper documents, you can use your computer as an electronic filing system to manage digital files including photographs and documents.

Steps

Creating a File System on Windows

  1. Choose what files you want to organize. To select multiple files that are listed together in Windows Explorer, click the first file you want to select and then hold Shift and click the last file.
  2. Choose a location for the filing system. Windows has default main folder names such as My Documents, My Pictures, and My Music or you can choose where to create the folder.
  3. Create a new folder. This folder will serve as your filing cabinet, holding other organized subfolders.
    • In Windows Explorer, right click where you want to create the folder.
    • Click New .
    • Click Folder . The folder name New Folder is highlighted.
    • Type the folder name you want to use.
    • Press Enter.
  4. Add subfolders to your main folder. Double-click the main folder name to open that folder. In the same way you created the main folder, create subfolders to organize your files.
  5. Move the files into the new folders. You can open two versions of Windows Explorer side by side and then drag files from the original location to the new folder.
  6. Backup your organized files. Use Windows Backup to regularly copy them to an external hard drive or to a cloud server. If your computer hard drive fails, you can use your backup to restore the files to a new hard drive.
    • Click Start.
    • In the search box, type Backup.
    • Click Backup and Restore.
    • Click Set up backup and follow the steps in the wizard.

Creating a File System on Mac

  1. Choose what files you want to organize. To select multiple files that are listed together, click the first file you want to select and then hold Shift and click the last file.
    • Control-click one of the files and then click New Folder with Selection .
    • Type a name for the new folder.
    • Press Return.
  2. Add subfolders to your main folder. To open the main folder, press and hold Command while you double-click the folder. In the same way you created the main folder, create subfolders to organize your files.
  3. Backup your organized files. Use Time Machine to copy them to an external hard drive, to Time Capsule, or to an OS X server an your network. If your computer hard drive fails, you can use your backup to restore the files to a new hard drive.
    • In the Time Machine menu, click Time Machine Preferences.[1]
    • Click the Select Backup Disk button.[1]
    • Choose where you want to backup your files. This may be an external hard drive or Time Capsule. Select the drive and click Use Disk.[1]
    • If you want to backup on multiple drives, you can select Add or Remove Backup Disk and this will give you the option to add another backup device. This is an optional, additional safety step.[1]

Tips

  • You may want to rename the files to include the date the file was created so that you can easily sort the files alphabetically to see them in the order of their creation. When renaming your files to include the date as part of the filename, use the format YYYY.MM.DD, for example, 2010.09.29. You can skip the century and the dots and simply use 100929.
  • To sort the files by name in Windows Explorer, click the Name header.
  • When you connect an external hard drive to your computer, you may be asked if you want to use the drive for backup, using either Windows Backup or Mac Time Machine.

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Sources and Citations