The Best Way to Organize Your Files and Folders - YouTube

Channel: Thomas Frank

[3]
- Welcome to the most exciting video
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that you are ever going to watch.
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Yes, it is.
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And what will we be covering you ask?
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Sports cars, explosions,
[12]
the top 10 most dangerous bees?
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Even better, file organization.
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Oh yes friends.
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Buckle up because this is going to be one wild ride.
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And especially I have access to all this explosion footage
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which I am going to apply liberally throughout this video.
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(explosion)
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Now I should say that this is 1/2 of a wild ride
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because there are in fact two halves to your file system.
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The files that exist in your computer,
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and the ones that exist here in the real world.
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And if you're anything like me,
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most of the files exist digitally.
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And we're gonna cover exactly how to organize them
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in the next video in the series.
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But due to my very intense study
[49]
on game design principles, I have learned
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that it is best to start off with the easier stuff.
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So today we're gonna focus on your physical file system.
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Now my personal physical file system is pretty small
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and that is because whenever I get a piece of paper,
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my first instinct is to either recycle it immediately
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or digitize it and then of course recycle it.
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And later on on this video, we're gonna talk
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all about digitization and how to do it easily.
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But sometimes you're gonna have physical files
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that you just need to keep for one reason or another.
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Perhaps, it's your birth certificates or your passport.
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Or that clipping of a newspaper article that mentioned you
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back in the eighth grade.
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Gotta keep that for posterity's sake.
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Whatever it is, it is time to organize it.
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So when it comes to storing physical files,
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I use a simple system that consists of three locations.
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The main file box,
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the inbox and a portable file folder.
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The main file box is the place where the majority
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of your physical files should eventually end up,
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if you're not going to digitize them.
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And if you have a lot of papers you need to store,
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you could buy a multi-drawer filing cabinet
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for this purpose.
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However, I find that a single file box
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is more than enough for me.
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And this is what it looks like.
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And now you know why the continuity arrow was there.
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Now this file box, and pretty much every single
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other one like it is built to store hanging folders,
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each of which gets a label.
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And that's how you can easily see what's in them.
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Now when you're creating your structure here,
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I think it's a good idea to try to adhere
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to a tree structure where you have a top level
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of organization, which is essentially your root
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and then for which you can create
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multiple, deeper sub-levels or branches.
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And personally, I use these hanging file folders
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as the top level of my organization system.
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I don't really have a whole lot of files
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so that's really all I need.
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Though there are ways that you could go deeper
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if you need to.
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The first is to simply put multiple, regular folders
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within your hanging folders.
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And I actually do have an example of this
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because my landlord left this entire file box
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with the house that I'm renting
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because she is supremely organized.
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And honestly, she should be making this video instead of me.
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But within her box, each hanging file folder
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is actually just a repository for multiple, regular folders.
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And each of these folders in here is a place to store
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all the manuals and instructions for all kinds of stuff
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in the house.
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So things like the air conditioner,
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the dryer, the hose reel.
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Now if you don't wanna use the folders within folders method
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'cause you don't wanna buy tons of folders
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or you don't want 'em take up so much space,
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there are other methods such as
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using a piece of printer paper
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as a divider between different sections
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within your hanging folders.
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And to make sure that you can easily thumb through
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and see where your dividers are,
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you can use these little sticky flags.
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I often use these for taking notes in books
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and making sure that I can see which page I took a note on.
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But if you just take one of these off of here
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and then sort of you know stick it
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right on your piece of paper.
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Then that sticks up and you can put that
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into your file folders and be easily
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able to thumb through them.
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And if you wanted to, you could use construction paper
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instead of normal printer paper so it's a little bit,
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you know, different feeling from the rest of the documents.
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But either way, it's pretty easy.
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Now aside from the ones I just mentioned,
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there are other methods such as the one
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that you can see in this picture
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where they're actually using the colors of the folder labels
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as an even higher level of organization.
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But let's move on to the next location in the system.
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The ice box.
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Wait, that's not right.
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The inbox.
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So be honest with me here.
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When you get a piece of mail that needs to go
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into your file box, how often do you immediately
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open up that file box and put it in the correct spot?
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I'd wager a guess that it's not a 100% of the time.
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And that your kitchen table is often used
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as a convenient place to toss things
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that will get dealt with later.
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Here's the thing.
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The first part of that is fine.
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And you probably shouldn't be opening up
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your file box and finding the exact folder every single time
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you need to file at the exact moment you get it.
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It's a lot more efficient to have a specific time
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blocked out for processing all of your unorganized files,
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mail and of course, cryptic messages nailed to your door,
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written in cut out magazine letters.
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But your kitchen table does not deserve
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to be a dumping ground for all these things
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in the meantime.
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Because that is a job for your inbox.
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So an inbox is a simple tray, or a stack of trays
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if you really wanna get fancy,
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that sits on your desk.
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And whenever you get something that needs to be processed
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later on, you put it in the inbox.
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And then at least once a week, you wanna go through
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everything that's in this inbox.
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And decide what needs to be done with it.
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If it represents a task like paying the water bill,
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then you wanna deal with it.
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Otherwise, you might wanna digitize it or recycle it.
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Or put it in your main file box.
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Pretty simple.
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And that brings us to the final piece
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of your physical file organization puzzle.
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Which is the one that travels with you.
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So when you're out of the house,
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and you're away from your file box and your inbox,
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you still need some way to store any papers you get
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from work or class, and of course,
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from the guy outside your local coffee shop
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holding the End is Nigh sign.
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He's got some pretty interesting pamphlets
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and you should probably take one.
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Now depending on the type of work you do
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and the classes you attend, your portable file folder
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can function either as a portable inbox,
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which you wanna clear on a regular basis.
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Or as a mini file box that actually holds papers
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for a significant amount of time.
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Now if you are anything like me,
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then you probably don't have any physical papers
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that you need to carry with you.
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You might have like a physical notebook,
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or be carrying a novel.
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But you're not actually carrying worksheets
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or other papers that you actually need to use
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on a regular basis.
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And if that's the case, then I recommend
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just keeping a single folder in your bag.
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This gives you a safe place to temporarily store
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any papers that you get when you're out and about.
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And it doesn't take up a whole lot of space at all.
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And then when you get home each day,
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you can move any papers and End of the World pamphlets
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that you've received on all of your adventures
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to either your inbox for later processing
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or into your main file system if you have
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a decent amount of time.
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But what if you're a student who needs to carry around
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assignments and handouts.
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Or what if you're a high powered,
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slick-haired business person who needs to carry around
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well, you know, your business papers.
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If this is the case, then I think
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a single file folder probably
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isn't going to cut the mustard.
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Actually, hang on a second.
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Anna.
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Do you have any mustard?
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- [Anna] Yes.
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- [Man] Where's the mustard?
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- Why?
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- [Man] Science.
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- Uh,
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okay.
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You're worrying me a little bit.
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- That's enough.
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Okay.
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Oh my god.
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Okay I stand corrected.
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The edge of a folder is more than capable
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of cutting mustard.
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But you still shouldn't use it.
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Instead you wanna look into getting a portable
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accordion folder.
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These give you several folders in one slim
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compact package which means they act
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as a portable file box that you can actually work out of.
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And you can easily separate and organize
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all the different papers,
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for your classes or very important business deals
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and unlike old school binders
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with a hard spine, these expand or contract
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based on how much you're carrying.
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Now before we move on,
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I wanna briefly mention a couple of other locations
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that you may wanna add to your file system.
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The first is what I call a manual's box.
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And for me, it's just a regular old cardboard box
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where I put things like my piano manual
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or my TV manual because I don't like keeping these things
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in my main file box since they're bulky.
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But they're really aren't enough of them
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to warrant a whole new folder system.
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Which brings me to a point that I wanted to mention here.
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Sometimes, over optimizing one tiny part of your life
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ends up taking so much time that you kind of de-optimize
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your life as a whole.
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So sometimes letting something be a little bit messy
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or a little bit, you know, unorganized is fine
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because it really doesn't matter in the long run.
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So that being said, the second one
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that I'm gonna mention here is a safety deposit box.
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And you can rent these at banks,
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and they can be a safe place to keep things
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like the original copy of your birth certificate,
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or your passport and the rest of your John Wick coins.
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Now I don't use one of these, since I can just store
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all of my John Wick coins under the concrete floor
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in my basement and because well, they cost money.
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But I do wanna mention them because I know
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a lot of my viewers live in dorms and apartments
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with roommates who don't always take
[517]
even simple security matters, like not leaving
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the front door wide open, seriously.
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So you can consider it.
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(upbeat music)
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All right, to round out this guide,
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I wanna talk about something that's even better
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than properly storing and organizing your paper files,
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namely, digitizing them.
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That's right, it's time to start adopting the,
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mostly, paperless lifestyle.
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So digitization is the process of scanning
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your physical files and turning them into
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electronic images or PDFs.
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And then from there, you can easily slot them in
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to your beautifully constructed computer folder system
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where they no longer take up any space in your home
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or backpack, but more importantly are backed up
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and no longer vulnerable to fires, bullies,
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or the random escaped zoo gorilla.
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Personally, I try to digitize almost every paper I get,
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because it takes very little time to do so.
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(explosion) And this is especially true now
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that almost everyone has an ultra high resolution
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camera built into their phone.
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Now in the past, the only ways to digitize paper
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is to either to go buy a scanner
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or go down to FedEx, Kinko's or Staples
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and scan documents there.
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But now, you can just use your phone,
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which means that you can digitize handouts,
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and receipts and other papers, literally wherever you are.
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And additionally, if you're using the right app,
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you can also automatically send your scans
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into your file system with no manual choosing of folders.
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So here's how I digitize my files.
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And the first thing that I wanna mention
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is that for the most part, I send my scans
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into my Evernote account, instead
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of my computer's main file system.
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Why you might ask?
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Well all of my article research,
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my book notes, my recipes, journal entries,
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and almost every other idea that I have
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goes into Evernote.
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So that's why I choose to send scans there as well.
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But there is one other reason.
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Evernote makes your scans searchable even if they're images.
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Now I tend to upload my scans as PDFs
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'cause I often stitch lots of things together
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and to like a multi-page document.
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But you can also add pictures into Evernote
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and it's optical character recognition algorithm
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will allow you to search any text in them,
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even if it's handwriting.
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That being said, I don't actually use Evernote's built-in
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scanning tool to do this.
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Instead I use an app called Scanbot.
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I found that Scanbot's ability to quickly detect
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the edges of a piece of paper or a business card,
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a receipt, or literally whatever it is that I'm scanning
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is a lot better than Evernote's.
[650]
And you're also able to scan multiple pages at once.
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And then once you're done, then we'll stitch it
[654]
into a PDF, which is exactly what I just talked about doing.
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And these features makes scanning much faster
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but there is one other reason why I like Scanbot so much.
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The automatic upload feature.
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So within the app settings, you can actually
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choose a destination to which all new scans
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will be automatically uploaded.
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Moreover, you can choose a specific upload folder
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or notebook for most of these destinations.
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So in Evernote, I've set mine to a notebook called inbox
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which is also the place where I create
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most new text notes.
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And that brings me to the final point
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that I wanna cover on digitization.
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And this is kind of verging on the computer file territory
[687]
but I do think it's good to cover here anyway.
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If you choose to upload your digitized files
[691]
to your computer's native folder system,
[693]
instead of an app like Evernote,
[695]
then it might be a good idea for you to create
[696]
an inbox folder on your computer.
[699]
And some people actually use a digital inbox folder
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just like a physical inbox.
[703]
They save all new files to it,
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and then they relocate them later on
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when they have more time.
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Now, I don't do this for a couple of different reasons.
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One, most of my frequently accessed folders
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are pinned to my quick access side bar,
[714]
so opening them doesn't really take much time
[715]
and more importantly, number two,
[717]
a lot of my work involves video editing
[719]
and video projects are full of references to footage,
[722]
images, music and tons of other files
[724]
and changing the file locations for all these assets
[727]
can really break a project.
[728]
So I don't mess with the inbox folder.
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However, using an inbox folder for your automatic
[733]
scan uploads is a really good idea.
[735]
Because it allows you to scan a document in seconds
[737]
and then move on with your life.
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You really don't wanna be standing around
[740]
in the grocery store digging through Google Drive folders
[743]
trying to find the exact right one
[744]
for that receipt you just scanned.
[746]
Instead, just sit down once a week
[748]
and process the inbox folder,
[749]
just as you would do with a physical inbox.
[751]
And this is exactly what I'd do with my inbox notebook
[754]
in Evernote as well.
[755]
And when you work this way, you efficiently batch
[757]
all of your sorting tasks,
[758]
removing as much friction as possible
[760]
from the multiple times during the week
[762]
where you might choose to make a scan,
[764]
which means you become more productive overall.
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And this is something that you wanna be doing
[768]
in every area of your life.
[769]
Looking for ways that you can make things you do
[771]
in a repeated basis, more efficient.
[773]
Not only will doing this save you time
[775]
but it's also a method of thinking in an adaptive way.
[778]
And of course, the more time you spend
[780]
thinking adaptively, the better you get at it
[782]
and at solving the tough problems
[784]
that you're gonna be facing in your higher level classes
[786]
and in your career.
[787]
And if you're looking for more ways to improve
[789]
your adaptive thinking, you should check out Brilliant.
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especially if you wanna start thinking
[809]
more naturally about how to make things more efficient,
[811]
is their Computer Science Essentials Course.
[813]
This course doesn't require any coding knowledge beforehand.
[815]
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[818]
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And since Brilliant focuses on well curated sequences
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traditional, educational videos.
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And if you wanna get started right now,
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Big thanks as always to Brilliant for sponsoring this video
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and being a big supporter of my channel
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and thank you to you as well for watching.
[847]
If you enjoyed this video, you might wanna give it a like
[848]
and hit subscribe right there,
[850]
if you wanna see more on this channel in the future.
[852]
Otherwise you might wanna click right there
[853]
to get a free copy of my book
[854]
and how to earn a better grades.
[856]
Lastly, you can click either here or here
[858]
to get more videos on this channel right now
[860]
and you might wanna check back next week
[862]
or click right there to subscribe
[863]
if you wanna get that second video
[865]
in my file organization series, which is going to be
[867]
all about computer file organization.
[869]
So I will see you in that next one.
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♪ Da da da da ♪
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♪ Dara da da ♪