Annette Lawrence , Palm Harbor, FL 727-420-4041, Making FLORIDA Real Estate EZ  (ReMax Realtec Group)

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Jennifer Mackay
Counts Real Estate Group, Inc. - Panama City, FL
Your Bay County Florida Realtor 850.774.6582

I have an expert who helped me sort this out - I had the same issue as you years ago.

I setup my email folders EXACTLY the same way as my hard drive folders.  That way once I know where a document or email goes I file it easily.

Using widnows explorer (NOT Internet explorer) I keep my main folder on my desktop - for exampke: Real Estate - from there it's easy to navigate where I need to file something

Good luck

Oh, and as far as your newsletter - mine would go in my newsletter folder

May 20, 2016 01:01 AM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

Windows Explorer has always served me well

my docs

   Community info


            East Lake Woodlands


May 20, 2016 12:15 AM
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Windows exploere is what I use and occasionally misfile a document!

May 20, 2016 12:39 AM
Kristen Correa, Broker
Kristen Correa Real Estate & Reedy Creek Realty Services - Keller, TX
I love coffee & real estate. I am out of coffee!

Let it crash. Start over. Just kidding. Sincerely. Everything for me is neatly in the cloud. Not difficult, but certainly does take a few steps to place items in the correct place. Like dishes, they don't wash themselves or put themselves away. Take a bit of thought, not a lot.

May 20, 2016 12:13 AM
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

Thank you for the question.

May 20, 2016 09:10 PM
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

I save everything to the Cloud in folders, clearly labeled with some files being stored in 2 or more folders that may be pertinent. I can readily find anything I am looking for on any device.

May 20, 2016 09:52 AM
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

There are some utilities that will allow you to index everything and then be able to retrieve easily, but I would go with a system that you can remember that will work for you.

May 20, 2016 06:06 AM
Ryan Huggins - Thousand Oaks, CA - Thousand Oaks, CA
Residential Real Estate and Investment Properties

For me, newsletters get stored on Mailchimp and referenced on my website.  I don't keep any secondary copies.

Items are stored by property name and offers are in a subfolder by agent name.

Misc. stuff is in the root folder.

May 20, 2016 03:11 AM
Lyn Sims
Schaumburg, IL
Real Estate Broker Retired

Maybe I'm not the person to help but it would go in my newsletter pile/folder.

I file everything by the property address itself.

May 20, 2016 02:25 AM
Candice A. Donofrio
Next Wave RE Investments LLC Bullhead City AZ Commercial RE Broker - Fort Mohave, AZ
928-201-4BHC (4242) call/text

I have my own system which I basically taught myself. To answer your Q -- newsletter hard copy in property file (I would keep one rep sample if all digital copies are filed.) Digital copy in a subfolder for that community. Main folder 'newsletters' would be my way of doing it.

May 20, 2016 02:00 AM
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

Different folders and run backup...... Never had issues.

May 20, 2016 01:57 AM
Toronto, ON

It should be setup in the way that you think.  With your example, I would put it into the Newsletter folder.  If you have a lot of newsletters to several communities, have separate newsletter subfolders for each community.  Alternatively, have separate newsletter subfolders by month.  I would probably do it by month myself.

You also need to have standardized filenaming conventions and standardized dating conventions in the filename so that sorting can be done fast so you can find what you need fast.

May 20, 2016 01:20 AM
Matthew Pratt
Ameripro Home Loans - Greenwood Village, CO
wants to make your loan process the easiest ever

I file things the same way I remember things.  My desktop consists of primary subject folders (Personal, Customers, Forms, Social and Compliance folders).  These seem to tbe the five topics I deal with on a daily basis.  In each on of these, there are additional folders based on more specifics.  This keeps my desktop fairly clean and organized.  Think of it as having a drawer at home for your underwear, socks, t-shirts, shirts, etc.  I think that it is the natural way that most people store memories and information in their noggins as well.

I do the samesame file folder structure in my Outlook email and Internet Explorer 'favorites" list.

But then again, some people need to have their desktop/noggin completely filled with stuff.  It just works for them.

May 20, 2016 01:18 AM
Carol Williams
Although I'm retired, I love sharing my knowledge and learning from other real estate industry professionals. - Wenatchee, WA
Retired Agent / Broker / Property Manager

I'm beyond help but am reading answers!  

May 20, 2016 01:08 AM