Wednesday, 4 February 2009

Document Management - Where is the latest version of xyz?

Not being able to find the soft copy (the latest version!) of a printed document is pretty high on the list of things at an agency that drive me nuts.

INSERT FILENAME & PATH!

To combat the effects of short, mid and long-term memory loss - effectively saving myself from myself, I have become reliant on inserting a field that dynamically generates the filename and path in the footer of all of my Microsoft Office documents. Combined with a proper file-naming convention, a "bread-crumb" path to the exact server or local hard-drive location of a document printed on the bottom of your document is invaluable. As far as I know, this doesn't work in PowerPoint, but as a bonus, it works like a charm in Microsoft Project.

I'm not going to go into detail on how to do this. It's easy enough to find out on the Microsoft site. As an example, you can find the instructions for Microsoft Word, in the Quick Reference Card on the Microsoft site.

If you've ever had the joy of updating a document from an older version, while a deadline or your boss is looming, you will agree that taking the time to include this in your and your team's SOP is worth the effort. The job you save may be your own.

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