Starter kit
The Small Business Digital Setup
Build clearer business systems with a 27-page guide, editable workbook, six printable checklists and a ready-made folder starter.
£29View guide
Business systems kit
Files & Organisation
A practical system for naming, filing and finding your business documents.
First Edition / 2026
ZIP kit: PDF, XLSX, TXT and folder templates · 16 pages · Immediate digital download after payment. Complete ZIP kit delivered securely to your account library. · Use within one business. Adapt the templates for your own work. Do not resell or redistribute the complete kit.
£29
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Instant access after payment · Secure customer library · Personal-use licence
Know where your business files belong
Documents collect in Downloads, shared folders and old project copies. The current version is unclear and filing depends on memory. This kit gives you practical rules, a register and a routine for keeping business documents easy to retrieve.
A consistent filing and review routine with clear locations, names and owners.
What you'll be able to do
After working through the guide, you'll be able to:
- 01A clear home for client and project files
- 02A consistent filename pattern with an editable naming planner
- 03Review flags for important folder and document records
- 04A weekly filing and archive review routine
- 05Reusable client and project folder templates with visible instructions
About this guide
Create a repeatable filing routine with tools you already have. Decide where documents belong, agree consistent names, track important folder locations and review completed work. The workbook includes a blank 100-record File Register, a 50-entry Naming Planner and separate fictional Examples. Review flags identify due, overdue or incomplete records. Suggested filenames are built from your entries. Apply changes to your real files manually. The folder templates include README instructions for each area.
Look inside
Preview the Files & Organisation kit
Read five preview pages covering the kit contents, filename pattern, naming planner and weekly filing.
What is inside
- Choose your main storage and folder structure
- Create client and project workspaces
- Agree filenames, versions and approval stages
- Use the file register and naming planner
- Run weekly filing and archive reviews
- Prepare handovers and migrate existing folders
Who it is for
Solo businesses and small teams who need clearer business filing, repeatable client or project workspaces and a practical review routine.
Who it may not be for
This is a manual workflow kit. It does not rename, move, delete, back up or check permissions on your files. It does not prescribe legal retention periods or replace a specialist document management system.
What you receive
- Format
- ZIP kit: PDF, XLSX, TXT and folder templates
- Pages
- 16
- Edition
- First edition · October 2026
- Access
- Immediate digital download after payment. Complete ZIP kit delivered securely to your account library.
- Licence
- Use within one business. Adapt the templates for your own work. Do not resell or redistribute the complete kit.
- Published
- 4 October 2026
- Updated
- 4 October 2026
Requirements: ZIP extraction tool, PDF reader and Microsoft Excel or compatible spreadsheet software. Formatting and calculations may vary in other apps. File and folder changes are applied manually.
Included files:
- Aurelle_Files_and_Organisation_Guide.pdf
- Aurelle_Files_and_Organisation_Workbook.xlsx
- Aurelle_Files_and_Organisation_Checklists.pdf
- Folder_Templates/Client_Folder_Template/
- Folder_Templates/Project_Folder_Template/
- Templates/Naming_Rules.txt
- Templates/Weekly_Filing_Log.txt
- Templates/Archive_Review_Log.txt
- Templates/Folder_Handover.txt
- START_HERE.txt
Questions About This Guide
Does this kit move or rename my files automatically?
No. The naming planner suggests filenames and the register calculates review flags. You apply file changes, check links and review access manually.
How much can the workbook hold?
File Register supports 100 records in rows 11-110. Naming Planner supports 50 entries in rows 11-60. Separate fictional Examples are excluded from the live sheets.
Are the folder templates empty?
Each folder contains a README explaining its purpose. The templates are structures for you to copy and adapt; they do not contain real client documents.
How is this different from the Starter Kit?
The Starter Kit introduces the wider business setup and broad folder structure. This kit develops the day-to-day filing routine with a file register, naming planner, project workspaces, version rules and review templates.
Does it tell me when to delete records?
No. It helps you record archive and review decisions, but it does not prescribe retention periods. Consider the requirements that apply to your business before deciding to delete records.
Give your business files a clear home
Set practical filing rules, name documents consistently and keep important locations under review.
Files & Organisation
16-page digital guide
Instant customer-library access
£29
Secure checkout via Stripe · Immediate access after payment
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