File Management: Organizing and Finding Files

  1. Using File Explorer (PC) or Finder (Mac):

    • File Explorer (on PC) and Finder (on Mac) are essential tools for navigating through all the files on your computer.

    • You can access them by clicking the folder icon in your taskbar (PC) or the Finder face icon on the dock (Mac).

    • Tip: Create specific folders inside Documents or Downloads to keep your files organized.

    • Visual Example: Using File Explorer on Windows.

  2. Naming Conventions for Files:

    • A consistent naming convention makes it easier to find files later.

    • Example: Name a document “2024_Tax_Return” rather than just “Document1” to make it identifiable.

    • Tip: Include dates or descriptions in your file names for easier searching later on.

  3. Searching for Files by Type:

    • In File Explorer or Finder, you can search for files by type. For example, if you know the file is a PDF or Word document, type in “.pdf” or “.docx” to narrow down your results.

    • Tip: Use the search filter to narrow down results by file type, date modified, or size.

    • Visual Example: How to Search for Files by Type.

  4. Quick Access and Recent Files:

    • Both File Explorer and Finder have a Quick Access or Recents section where you can see files you’ve recently worked on.

    • This can save time when you need to revisit files you’ve worked on in the last few days.

    • Tip: Pin important folders to Quick Access in File Explorer by right-clicking the folder and selecting “Pin to Quick Access.”

SIDE BOX: What to Do When You Lose a File in a Folder

Scenario: You’ve saved a file in a folder, but you can’t find it among a large number of files.

Solution:

  1. Open File Explorer (PC) or Finder (Mac).

  2. Use the search bar within the folder and type part of the file name.

  3. If that doesn’t work, sort the folder by Date Modified to see the most recent files, making it easier to locate.

  • This link contains help documents and an approachable strategy to file management.