Process

Digital Record Keeping for Freelancers

6 min read

A messy desktop often leads to a messy mind. Keeping your digital life organized allows you to focus on your craft rather than hunting for lost PDFs.

1. The "Project Folder" Hierarchy

Don't just dump everything in "Downloads". Create a standard folder structure for every new client:

/Client Name
  /Assets (Logos, Images)
  /Drafts (v1, v2)
  /Final (Deliverables)
  /Admin (Contracts, Invoices)

2. Naming Conventions

Future-you will hate "Untitled1.pdf". Use a consistent format like `YYYY-MM-DD_ProjectName_Description_v1`. This makes searching for files instantaneous, regardless of what folder they are in.

3. Centralizing Contracts & Invoices

Keep a master folder for all signed contracts and sent invoices. This is crucial for quick reference if a client asks a question about terms or past work.

Generate Clean Documents

Create standardized, professional invoices that are easy to file and organize.

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