My Folder Organization for CRE Project related files.
Brought to you by popular demand from a comment that I left on one of my previous posts,, here is my filing and documentation process for my commercial real estate projects.  Here is how I organize and document my files, from company entity documents like operating agreements to the leases of the tenants to the  pro formas, draws, etc. Everything related to the project goes into a folder and this is my system for organizing it all.  It also makes it so easy to put a package together when a lender asks me to send due diligence files.  I organize the files to their list and then send a cloud link of all the files, neatly organized. 

 So here's my file system (part of it...the whole thing is too long to list).  I may make a whole post on this, if it might help others, but here's the gist of it:

Keep a folder of empty folders as your templates.  Have them be all the names of the folders like this in the list below.  Then, create a new empty folder for your project.   When you're working on that project and you get an appraisal, copy the empty folder \[A.3 - Appraisals\] and add it to the project folder then place the appraisal in it.  In your project folder, you should only have folders that have files in them (those with prefixes but only if they have content to store).  That is, only when you have content to add for your project, should you have a folder.  Never copy paste all the empty folders into a new project (because then you won't know what you do or don't have in those empty folders).  But if you have folders with this sort of prefix, it will take seconds to find what you need.

&amp;#x200B;

* A.1 - Executive Summaries
* A.2 - BOVs
* A.3 - Appraisals
* B.1 - Equity Investors
* B.2 - Debt Lenders
* B.3 - Draws
* B.4 - Reports
* B.5 - PayApps &amp; Constr.
* C.1 - Proforma
* C.2 - Dev Budgets
* C.3 - Construction Budget
* C.4 - General Conditions
* C.5 - Timelines Schedules
* C.6 - FF&amp;E Detail
* D.1 - Architect Contract
* D.2 - Contractor Contract
* D.3 - Management Contract
* D.4 - Entity PSA
* D.5 - Land PSA
* D.6 - Building PSA
* Continued...

I have 52 folders in my template set.  I created this system for myself, so it may or may not work for you.  But it really makes me super efficient.  And, keep things on a secure cloud server and you can access them super fast on your phone too.  It takes me almost no time to get someone something they request because I have it all ready to go!  

Let me know if you have any questions or if you have a different organization method, feel free to share!
[{"id": "gld2sb5", "text": "Very useful!", "replies": [], "depth": 1}, {"id": "gldrd86", "text": "Can you elaborate on your labeling system (A.1-3, B.1-5, etc)? What do the letters signify? \n\nI have a somewhat similar organizational system, sorted out by who I need project related files from.", "replies": [{"id": "glfg6ol", "text": "Absolutely!  So I use the labeling to group files that I think are somewhat related.  So for example, the Broker Opinion of Value, the appraisal, and the executive summary to me are compreneshive deal overview related files.  And I usually send them together. They are also some of the most frequently sent items, so I group them together.  I just use th letters to organize the files.  I will likely take some more time to revisit the organization and rep-group the folder categories.", "replies": [], "depth": 2}], "depth": 1}, {"id": "glgg3na", "text": "Great stuff here", "replies": [], "depth": 1}]