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Organising folders and projects

The structure that still works in two years, and the one that does not.

Updated on 13/08/2026

Almost everyone starts organising by year and ends up finding nothing. The reason is simple: nobody looks for "the 2025 stuff", they look for "that supplier's stuff".

What works

If you work byStructure
ClientsClient → type of work → document
Sites or projectsSite → subcontractor → document
Internal areasArea → process → document
The first level is always whatever people name on the phone.

What does not work

  • By year: nobody asks about a year, and everything splits into arbitrary pieces.
  • By who uploaded it: that person leaves and the folder loses its meaning.
  • Five levels deep: things get filed wrong because nobody goes that far down.

Worth knowing

The date is already on every document and can be filtered. It does not also need to be a folder.

And even with a good structure, searching is usually faster than navigating: search looks inside documents, not just at their names.

Can I change the structure later?

Yes, folders move without losing anything.

Can a document live in two places?

Yes, it is linked rather than duplicated, and does not take up space twice.

Is a per-year folder inside each client worth it?

Only if you have a great deal per client. Otherwise it gets in the way.

A real case

The situation

An accountancy firm cannot find a client's documents from two years ago.

What you do

  1. Reorganises from year → client to client → type of work

What you get

Anyone on the team reaches a client's material in two clicks, without knowing which year it was.

The situation

A folder is created for every document.

What you do

  1. Uses folders to group and projects to work

What you get

The structure stops growing with every file.

The situation

Nobody finds anything because everyone organises their own way.

What you do

  1. Agrees a structure and applies it

What you get

Anyone reaches the same place.

The situation

Three jobs for the same client get mixed.

What you do

  1. Each job is a project

What you get

One can be closed without touching the others.

The situation

The whole structure is designed before being used.

What you do

  1. Starts with the minimum and grows with use

What you get

The structure answers the real work.

The situation

There are folders nobody has opened in a year.

What you do

  1. Reviews and archives what is unused

What you get

The structure stays readable.

This article answers

  • how should i organise documents in folders
  • recommended folder structure
  • i cannot find documents
  • by project or by client