Organization Techniques Kitty Chiono Cortez Nueva Galicia Genealogical Society March 6, 2010

Overview Gather Documents Type up tags Scan Document Index Post-a-note Numbers Cross Reference in Software Binder

Gather Documents Be consistent with your write ups –Same Elements –Same order

Type up tags Again be consistent –Same elements –Same order

Type up tags – continued Location, location, location

Scan Documents Create Digital Folders Before Scanning Create Folders and Sub-Folders Don’t Limit Yourself to My Folder List

Root Folders

Surname Folders Be creative Unique Templates Indexes to Binders

DeSantiago Sandoval Pedigree Division

Sub Folders Within Each Surname

Baptism Folder Consistent naming

Multi Page Documents Considered one document

Family Group Sheets –Include date when naming files to be updated. –Delete obsolete files.

Now to File the Hard Copies of your Documents This method enables you to find any document within two minutes.

DeSantiago Document Index

Apply Post-a-Note Numbers Modify Post-a-Notes

Document Numbers in Software

Document Number in Software Try entering your Document Number into different fields.

Finalize File your documents in your Surname Binder Include Alphabetical and Numerical listing of Document Index

The End If you have questions.