How to Set Up an Electronic Filing System

Going paperless in your home or workplace and switching to an electronic filing system has its benefits. You save space in your home office or at your business, because you can replace oversized file cabinets with a single hard drive. You also have easy and quick control over the organization of files and folders by simply creating and deleting objects from the computer. You eventually see a cost-savings by not having to purchase printer paper, ink and toner, as well as file folders. Setting up a paper-based filing cabinet system is daunting, but converting to electronic filing is virtually effortless with Microsoft's Windows 7 operating system.

Instructions

    • 1

      Click "Start." Type "Libraries" in the search box at the bottom of the "Start" menu. Press "Enter."

    • 2

      Right-click on a blank area in the right pane. Select "New" and then "Library" from the menu. Type in a name for the new library, such as "Group and Project Management." Press "Enter."

    • 3

      Right-click on the newly created Library folder and then select "Properties." Click the "Include a Folder" button. Click on the folder or drive letter, such as C or D, in the left pane that you want scanned by the Library. For example, connecting a USB flash drive to the PC sometimes creates a temporary driver letter, such as "E." Click "Include Folder."

    • 4

      Click the drop-down menu under "Optimize This Library For" and select the file type that best matches that Library. For example, select "Documents" if the Library will store portable document format (PDF) or Word (DOC) files.

    • 5

      Click a check mark in the "Shown in Navigation Pane" box, if it is not already. Click "Apply" and "OK" to save the changes and close the dialog box. This is the start of the electronic filing system.

    • 6

      Bring the Libraries window back to the front if it is minimized or hidden. Double-click to open the new Library. Click on a blank space and select "New" from the menu. Choose any of the options on the submenu, such as creating new "Folders." Create and name new folders as needed to build up your electronic filing system.

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  • Photo Credit Three office workers image by Vladimir Melnik from Fotolia.com

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