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Protocols to Make Computer File Folders

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How many subfolders under a main folder in software programs such as Word, Excel, etc. I have searched the internet and libraries for setting up files in the programs and can't find information. We are writing up guidelines for the department to use and need some help. Thank you for any guidance or suggestions.

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by curlergirl

There's really no universal rule on this, since it completely depends on how the users use the information. Many firms will set up one network-wide shared "documents" or "users" folder and then put subfolders in that for each user. Or if you're a larger company, and/or if users don't really share documents that much between departments, you would want to divide the network-wide folders into a folder for each department. From there on the user is responsible for adding subfolders to his/her owndocuments folder. A usual guideline for this would be to have a separate subfolder for each "client" (this could be external clients or it could be internal clients, such as other departments within the company). Within each "client" folder, they could have subfolders for types of docs, such as correspondence, contracts, quotes, etc. Another approach, in a smaller company environment where perhaps many different departments work on projects related to the same client or contract, you could have the topmost level organized by client instead of by user. Like I said, the structure of the tree depends almost entirely on how the users use and share information. Hope this helps!

by curlergirl

PS - Another general guideline is to keep the folders levels to no more than 3. If you get too vertical a structure, where people have to open more than 3 or 4 folders, it's too cumbersome.

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