How to Create an E-File Management Chart

Messy and mismanaged files when your schoolwork, business, and personal life revolve around your computer leads to messy and mismanaged class assignments, business records, and personal records. Fortunately for you, there is a solution to this problem. That solution calls for you to create an E-file Management chart. The E-file Management chart allows you to shorten the time you take performing the same daily activities that you do on your computer. It allows you the opportunity to perform more tasks and lessen the burdens you have in your schoolwork, business, or personal life events. It also allows you to keep track of your work that you save on your computer more efficiently. This is especially important with financial documents and records that could mean the difference between you keeping your business and building your home or losing your business and your home. Following these simple steps will ensure that you reduce the time that you waste opening up files and documents that you use consistently. Let’s begin.

Instructions

Difficulty: Moderately Challenging

Things You’ll Need:

• A manual
• A computer
• Microsoft Word
• a crash course on creating tables and charts
• a crash course on creating hyperlinks

1. Simple File Management
   1. Move the mouse to the “Start” button
   2. Click the “Start” button.
   3. Move your mouse to “My Computer“.
   4. Next, click on the icon “C: / Drive or your computer’s hard drive“.
   5. Once the files you created appear on the screen, scroll down to see how many files you have. If you more than 100 files, then this procedure will a godsend to you.
   6. Check the end of each file name along with the icon that accompanies it.
   Look to see if your files have “.wps,” “.xls,” “.jpeg, “and “.txt.”
   7. Make easy names that you can understand for each file folder you create. For example, “Jones’ Writing Projects,” “Jones’ Family Pictures,” or Jones’ Financial Records.”
2. Creating the E-file Chart
   
   Start your E-file management chart by going through Microsoft Word, according to the E-file Management Packet: Basic Level by Delores Reeves. In of this program, you can create chart and move it to other programs like Microsoft Excel, Access, or Power Point. It is also easier because the typed text is more visible to the normal viewer. Here are the following steps:
   
   1. Click on the icon “Table“.
   2. Click on the icon “Insert“.
   3. Click on the icon “Table.”
   4. Create your table according to the specific size that you want.
   5. Make sure you click the Enter button before you create the chart.
   6. Type in your title of your E-file Chart
3. Creating hyperlinks for the E-file Chart
   
   According to the American Heritage College Dictionary, hyperlinks are “links to electronic documents or files.” In these hyperlinks, you create a short cut which allows you to go directly to the file without have to take long steps or approaches. For example, to open a file in Microsoft Word, you can click File; click Open; click on the drop down window until you get to the disk drive you want, such as A:/. Click on A: /; go down the list of files until you find the one you want. Click on the file and immediately afterwards, it appears on the screen. This was a very long process to open one file. Image if you had to open hundreds or thousands because your job depended upon it. This is why hyperlinks are important. They shorten your work. Let’s create some to fill in the chart.
   
   1. Move the mouse to the textbox in the chart.
   2. Click on the icon Insert.
   3. Click on the icon Hyperlink.
   4. Go to the Drop down window.
   5. Click on the file folders that you created.
   6. Click on the file that you work on daily.
   7. Click on the OK button.
4. Creating a shortcut for your E-file Management Chart
   
   Once you have completed these steps successfully, repeat them for each item of the chart until you filled the chart completely. Save the E-file management chart either in your Microsoft Word file or create a shortcut for it.
   
   1. Click on the Start button.
   2. Move the mouse up to Documents, click it.
   3. Move the mouse down to the file you want, click it.
   4. Right click the file.
   5. Move the mouse down to Send To, click it.
   6. Move the mouse down to Desktop (shortcut), click it.
   7. You have now created the shortcut for the E-file Management Chart.

Tips & Warnings

• Test your steps as your use them.
• Ask for help if you need it.
• Refer to a manual if necessary.
• Do not assume you will be successful on your first try.
• Do not try this unless you are somewhat computer literate.