Digital filing: What it is and why you need it.

September 4, 2019 10:23 am Published by Leave your thoughts

It starts off as those bits and pieces on your desktop that you want to keep but don’t really know where to put them.

Photos that you love but can never find, info that is rarely to hand when you need it.

It moves on to your business back office that’s starting to look a little untidy but you don’t really know where to start – and do you actually have time for that?

Suddenly you find that you’re starting to feel disorganised and there’s a genuine risk of losing clients due to the lack of a simple filing structure. Traditional offices were paper-based, offering up a visual reminder of when there was a stack of filing to be done. Now we’re more dynamic, working remotely across several platforms and managing most, if not all of our business on our various devices.

This leaves a gap to fall into; a murky grey area where you know your items exist, but you’re just not sure where. You have a search function but can you remember where to start looking, and is this something you want to be doing while your client waits? It’s not a good look.

Building a digital filing system to comply with your own policies will lead to a well-structured back office and enhance your management system.