adding productivity to your filing methods


Having a paperless office is a concept that was the aim and dream of every organisation and company. We now have the tools to go straight from tablet to cloud filing .

Cloud-based file storage has made the dream a reality. It offers the following

  • Direct posting from a source device to the cloud
  • Handwriting recognition software can translate any writing on a tablet into an electronic document.
  • Having a sensible and clear filing method can enable work to be stored directly into a folder accessible to not only you but your PA’s and support assistants.
  • Saves space rather than physical filing cabinets.
  • Important to have a backup drives to avoid any loss of data and system of backuop- form daily through to monthly backups.
  • Most cloud-based storage systems have their own backup systems.

Examples of cloud-based systems are:- Dropbox, Google Drive, Microsoft OneDrive would be the main contenders and of course their other cloud-based systems to use the above are the most popular.

Security of data is extremely important and good systems have the ability to encrypt the data so one can access it without the proper authentication. This usually referred to as two-step authentication . One example of this would be Microsoft Authenticator which uses your mobile phone to verify a number visible on the cloud=based storage before accessing your files.

Without these methods data would be less secure. We have all heard of data being leaked by the use of USB devices, They can get lost and if not password protected will be a security risk. This is another reason for using the cloud. Even hard disks are not totally secure and safe. I have had hard discs fail and lost data that I cannot retrieve. Devizes that fail also can cause a data lost that is not recoverable.

So the ideal would be for mobile devices to connect to the cloud with automatic backup and linking directly to the folders you need your entries to go into.

Things to avoid are nesting. That is the creation of folders within folders. Losing your way around an electronic filing system. Having a clear understanding of your organisations filing system which could be done via a mindmap software that can show you the filing structure and ways you can access the folders. Such cloud-based systems are hierarchical and that suits the way mindmaps can be viewed – top down, left to right, etc. .

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