3.2 — File & Document Management | Newbie VA Course (Free)

Files are only useful when you can find them again.As a VA, part of your job is not just storing documents — it’s organizing them in a way clients trust.

Best practices:

Use consistent folder structure (e.g. /Projects, /Archives, /Client Files)
Name files clearly: include date + description (e.g. 2025-10-17_ProjectProposal.pdf)
Limit depth: don’t nest too many folders
Maintain an index or README file so anyone knows where to look

💡 If you open your file system and can’t find something in 30 seconds — that’s a sign your system needs overhaul.

💬 Let’s Talk

What’s your biggest pain point with managing files?Folders too deep? Mixed file formats? Hard to search?

Drop your struggle (or a tip) below 👇

🔗 Classroom Lesson: Go to Lesson 3.2 — File & Document Management

⏭️ Next Lesson: 3.3 — Passwords, Logins & Access Management

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