Automating how you sort your PDF documents
How to set up a simple routine so you never waste time looking for a document again.
Create folders by category
Invoices, contracts, reports: clear folders let you find a document in seconds instead of digging through a mess.
Standardize the format before filing
Systematically converting your images or documents to PDF before filing keeps your library consistent and easy to browse.
Schedule regular clean-ups
Set aside a few minutes each month to merge, rename, or delete files that are no longer needed.
FAQ
How long does this actually take?
A few minutes a week is enough to keep things organized over time.