Folder structure for document management
Posted on 2014-09-30
We would like to convert our paper filing system to a simple electronic filing system using Adobe on Windows PC's. Several people have offered input into the folder structure for the system. We would have a folder for each of our customers that would contain a folder for each job we are doing for that customer. Within each job folder, there would be other folders for different classifications of documents. One group within our company is proposing that the folders for different classifications should remain in a set order within the parent folder. To accomplish this, they want to begin each classification with a letter in the format "a.quotes" for example and the next folder might be "b.submittals" and the next "c.revised,submittals". The files will be kept on a network share that is accessible by seven users. Our question is, although a period is not an illegal character, is it a good practice to use periods in a folder name? And, is there a better method for keeping the folders within the job folder in a specific order?