Proper file uploading and organisation ensures the team can quickly find documents, track versions, and collaborate efficiently.

Step-by-Step Guide

Step 1: Uploading Files

• Navigate to the appropriate folder in the Shared Drive.
• Click “Upload” → “Files” or drag and drop files directly into the folder.
• For multiple files, hold Ctrl (Windows) / Cmd (Mac) while selecting.
• Wait for the upload to complete before closing your browser or moving files.

Step 2: Organising Files

• Use Folders: Keep files grouped by type, project, or campaign.
  • Example: Images, Documents, Reports, Templates.
• Naming Conventions: Use consistent names for easy searching:
  • Format: ClientNameProjectFileType_Date
  • Example: AcmeCorpSocialMediaBanner_2025-09-15
• Version Control: If updating an existing file, add a version number or date:
  • Example: CampaignProposalv22025-09-15
• Subfolders: Use subfolders for large projects to avoid clutter.

Step 3: Tagging & Metadata (Optional)

• Use descriptions or comments to note file purpose or changes.
• This helps team members quickly identify important files and updates.

Step 4: Best Practices

• Always upload files to the correct folder; avoid dumping everything in the root directory.
• Delete or archive outdated files to reduce confusion.
• Notify relevant team members when new files are uploaded.
• Regularly review folder structure to maintain organisation.

Step 5: Troubleshooting

• File won’t upload - Check file size or internet connection, try again
• Duplicate files - Rename with version/date to avoid overwriting
• Cannot locate uploaded file- Verify correct folder and check recent uploads