Wherever the documents are stored it is important to keep them organized and up-to-date. The goal of electronic file management is to ensure that you can find what you're looking for, even if you're looking for it years after its creation. Proper organization of digital documents is especially critical in a shared environment - if one of your colleagues is absent (temporarily or permanently!) you should be able to easily locate any documents created or managed by that person.

Sorting and Grouping Files

In Explorer windows, files and folders appear sorted or grouped by different attributes, such as name or type, in the different views, such as Icons (Extra large, Large, Medium, or Small), List, Details, Tiles, and Content

Sort Files and Folders
  • yellow-1.jpg In the desktop, click or tap the File Explorer button on the taskbar.
  • yellow-2.jpg Open the folder that contains the files you want to group.
  • yellow-3.jpg Click or tap the Sort by button on the View tab.
  • yellow-4.jpg Select a sort by the option on the menu.


Group Files and Folders
  • yellow-1.jpg On the desktop, click or tap the File Explorer button on the taskbar.
  • yellow-2.jpg Open the folder that contains the files you want to group.
  • yellow-3.jpg Click or tap the Group by button on the View tab.
  • yellow-4.jpg Select a group by the option on the menu.



Sort Files and Folders 


  1. Click the File Explorer button on the taskbar.

  2. Open the folder that contains the files you want to sort.

  3. Click or tap the Sort by button on the View tab.

  4. Select a sort by an option on the menu.

Options. Select an option, such as name, Date, Size, Type, Date Modified, and Dimensions.

The available options vary depending on the selected folder type.

Ascending. Select to sort items in ascending order A-Z.

Descending. Select to sort items in descending order Z-A.

Choose columns. Select to customize the columns shown in Details view.





View files in different ways


  1. Click the File Explorer button on the taskbar.

  2. Open the folder that contains the files you want to group.

  3. Click the View.

  4. Select a change in views by the option on the menu.

Toolbar menu:


1. Panels

a.Navigation Pane control view of navigation in left sidebar


b. Preview Pane adding sidebar on right to preview files


c. The Details pane is added to the right side of the File Explorer window. to see a file's details

These file management tips will help you keep your files accessible:

1. Use the Default Installation Folders for Program Files

Use the default file locations when installing application programs. Under Windows, by convention application program files reside under the (Drive Lettersorriso->Program Files directory. Installing applications elsewhere is confusing and unnecessary. 

2. One Place for All Documents

Place all documents under a single "root" folder. For a single user in a Windows environment, the default location is the My Documents folder.2

In a file-sharing environment try to do the same. Create a single root folder (called "Shared Documents" for example) and store all documents in subfolders inside the root folder. Having a single location for all electronic documents makes it easier to find things and to run backups and archives.
3. Create Folders in a Logical Hierarchy

These are the drawers of your computer’s filing cabinet, so to speak. Use plain language to name your folders; you don’t want to be looking at this list of folders in the future and wondering what “TFK” or whatever other interesting abbreviation you invented means.

4. Nest Folders Within Folders

Create other folders within these main folders as the need arises. For instance, a folder called “Invoices” might contain folders called “2018”, “2017” and “2016”.

5. Follow the File Naming Conventions

Use descriptive file names for easy identification and retrieval but don't go overboard - file/path names have length limits which vary between operating systems.

6. Be Specific

Give electronic files logical, specific names and include dates in file names if possible. The goal when naming files is to be able to tell what the file is about without having to open it and look.

7. File as You Go

The best time to file a document is when you first create it. So get in the habit of using the "Save As" dialogue box to file your document as well as name it, putting it in the right place in the first place.

8. Back up Your Files Regularly

Whether you're copying your files onto another drive, it's important to set up and follow a regular backup. 

Please refer to chapter 1.1.5 in course 1 to find more information on how to back up your files"

You can also select various ways how to display the contents of the folder.

  • instructions

When using a detailed view, you can also select what type of information about the files you want to display

details


Practical exercise: 
please try to sort your photo files by date.  You will be asked about it during the assessment later at the end of this module.


Última alteração: quinta-feira, 31 de março de 2022 às 01:43