Most uniform way of dating documents

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For example, if your document resides in My Documents\Invoices17\Customers\Doe_John_20180416and the file is shared or emailed all the recipient will see is the Doe_John_20170416and may not be able to tell that the file is a customer invoice without opening it.

The best time to file a document is when you first create it.

Most business folks have at one time or another been in the embarrassing position of having a customer call and not being able to quickly locate the relevant invoice or other important customer documents.

If you follow these file management tips consistently, even if you don't know where something is, you know where it should be - a huge advantage when it comes to finding what you're looking for.

Good file management practices will ​save your business time and money.

Profiles are moderated and your personal data is protected. The sense of trust and security you acquire is the biggest positive.

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