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Additionally, you can go a step further and include the name of the person who signed it in the file name.

To name your contracts effectively, particularly if you have multiple files, start with the date you got the contract file. Also, feel free to keep all the different contract revisions if there were ever any negotiations or changes made. You might have multiple contacts with the same client, especially if they are repeat clients. It’s a great idea to keep contract files with each company for when you need to look them up. Within each company’s folder, you will want to create three separate subfolders: Start your organization by creating separate files for each client. If you’re a freelancer, you most likely work with many different companies. They allow you to edit, add or remove files after you’ve shared a link with someone.They allow you to access your files remotely from anywhere.They have backup logs for if you ever encounter a corrupted file or delete one by accident.Cloud services are fantastic for four reasons. Consider storing them on Dropbox or Google Drive. You can do so on your desktop or an external hard drive. 19 Tools to Help Designers and Developers Stay OrganizedĬonclusion Pick the Right Place for Your Files.Best Websites to Find Design Freebies: The Ultimate Collection.Time-Saving Tools and Resources for Freelance Designers.And, it takes into account limiting the access to sensitive files such as contracts on invoices. Adjust it for your team or yourself as needed.Īnother great asset of the system below is it allows you to share your design files with other designers, collaborators, or the client with ease. Below I’m going to describe a file system I’ve been using for many years. However, the system gets its biggest test when you can find a peculiar file many months after working on a project too. As long as you can find what you’re looking for quickly, you’re good. There is no right or wrong way to go about file organization. It can be a lot to handle if you don’t have a proper system in place. Each client has their own way of project management, too.

How to Create a Well-Organized File Management System for Designersįile organization for designers can be tough since we work on so many different projects, with a variety of clients and teams.