Client Setup with your Files and Folders on your reMarkable 2 | #remarkable #notetaking

foreign we are going to look at client set up today let me turn the remarkable on um how do you set up your device for when you have clients um this question comes up probably once a week um somewhere around there comes up quite regularly in the Facebook group so I thought it'd be great just to create a few visuals to explain um how I go about setting up mine and some suggestions for how you could go about setting up yours in a methodical way and then you can tweak and go from there so client set up let's have a look this is the goal is to go through this with you um folder structure the filing system and then getting to the clients how you would then create each individual notebook and PDF and PNG files within that so that's where we're headed here is my beautiful visual of a filing cabinet no I'm not I'm not an artist well I'm I am a creative but I did my best filing cabinet here for you it's my best filing cabinet um and I just want to put this picture in your mind because when you are looking at setting up your folders and your filing system and your workflow for the first time it can be um daunting if you're not familiar with this device and even if you're a newbie in the digital space like we have a lot of newbies even in the digital space so that's why all questions are welcome we don't want to take for granted knowledge okay we want to share the knowledge that we have so pretend you're remarkable this device is your filing cabinet okay so this is the hardware here this is the hardware and inside there's obviously some software and then what we're going to talk about is your main folder structure which are your top level folders which I will give you an example of in a minute these are the big areas that are important to you so if I do if I close this document this is my this is my filing cabinet and these are my drawers home Etsy YouTube and clients now this is just I did this scenario for you guys all right so your filing cabinet is this these are your top level folders and then you're really just going to lay our folders within folders within folders and then we'll get to the files so nothing different to how you have your computer set up which is a good idea for you to do that now I've done my best draw coming out oh yes um again same top level folders and then what we're talking about here is how do I set up my clients folder so that it can function well and I'm going to use the real estate industry as my example here all right and as you can see if I cut to the chase I I'm suggesting to you guys do whatever you want but I'm suggesting you go with folders a b c d e f g and again let's close this document out I don't know why but the um yeah I think I do know why that I'm used to the pressure of my right hand if we go into clients I've set something up for you already you can see I've created folders a through to zed and I always have a folder for my master templates so that's what I would do the reason they're white is because there's nothing in them okay I really just this is a dummy folder for you guys just to see how I would set up for clients this could be coaching clients you know this like I've helped lawyers set up travel agents um even some nurses who Keep information health coaches things like that so any client situation this this works for A to Z in a real estate situation I would use a to z of properties I would actually use this for the properties that I would have listed but yeah I don't know if it makes sense to do it through people I think your property is your linchpin and then underneath your property you may have people interested you may have some sales that have gone through sales that haven't gone through you may resell properties so yeah that's how I would do it okay going back there and clicking back into our document so that's the draw that I would make clients one of my top level folders and then as you can see I've sort of given an example here I would go ABCD and then just say we had nine 29 Barley Road was a property address coming up with my best thing here um within that folder these are obviously all folders right in in a filing cabinet there's suspension files but they're folders and then within a suspension file you have all your papers which are your notebooks inside of your remarkable um and then within that folder for b or under that property here um let's change it to something that we could highlight with um you would have within that property I would have I'd have a log book for anyone that's interested in it I would have a notes book Empty notebook just just for notes and then there's the documentation that comes with that property whatever that looks like there could be several or there could be just one so in a real estate scenario that's that's the nuts and bolts of it I'm going over just to explain to you a few other things for those that are not so visual I've written it out as well the filing cabinets you're remarkable the drawers each drawer is like a top level folder area of your life um inside the suspension files you have all your second level third level fourth level folders or files and the papers inside them all are what is equivalent to the notebooks inside of here which are really PNG files okay or PDF files so that's the same information just in a different analogy I really just put this here just to say to you you just need to decide if this is your remarkable you just work out what are your top areas okay and then work out within that area what other areas are there so that's that's basically same information just shared a different way and again this is again I've already I've already we've talked about this um but let's just go over it here you've got clients you give them a folders so if you did people if it wasn't a real estate example and you were coaching you would have perhaps and you'd have to decide on your naming conventions but you would have a file for every person well I would start with a folder for all the letters of the alphabet and then within each folder I would actually go with the people and then another folder for each person and then within each folder for each person that's when you start doing documents and you know we can talk about documents another time so that's yeah my example like just an example for me um I had I have home I have YouTube I have Etsy they are both Etsy and YouTuber work under those I have folders for all of these my products folder is huge because it has a lot of documents in there um obviously I don't obviously I don't store videos on here so I've got companion um organizational structures with Google drive with I don't use Dropbox with OneDrive I use notion um so you work out your structure according to what you need but on here I work out my top level my second level and my third levels and then I go within that so home has a folder called Health within the folder of Health one of the folders is recipes once you get into recipes then I have a note a notebook for every recipe right now I like to actually use notion as well but I use remarkable when I want to write and draw and make quick notes about things so that's just an example a different example to the real estate when you get down to your filing system you do need to decide on your naming conventions so will it let me do yes I created just a a sheet to give you an example of naming conventions I used an example here like when I'm naming my planners for every I have to make eight different files for every type of planner because there's Sunday start Monday start there's the light version there's the Dark version um and I feel like I'm missing something oh well every year of course as well so there's monthly there's weekly and there's daily so for me I had to come up with a naming convention that was going to work and cover on every name it was going to cover so I came up with abbreviation so I start with D for daily and why is that oh it's I was I was coloring in yep yep what's my team doing she's coloring in I do like coloring all right so D for daily and then I will go with light or dark right so I will do if I'm putting them together I'll use a variation of uppercase and lowercase to help my eyes see and then I'm and then I'll do the year and then I will do so daily dark 23 oh yeah and then Sunday or Monday that's sort of that's an that is a naming convention right there okay you can work out your own naming conventions based on you might have properties it might be the property first and you might actually number if I had properties I would number my properties so it would be P1 two three four five six seven eight nine ten and then if a document was a prospects I would probably do a small p and then I would have some other identifier so a naming convention is important especially when you start getting into versions of versions once you get inside of say the prospects folder and so abbreviations I've highlighted over here very useful abbreviations are great all right so let's go back to the document draw and let's go back to it client setup document all right so when you're filing okay this is the process we go through we collect data and information always and that's why it's good to have an inbox that's why the GTD system I don't know if you have a system that you follow but I love that one get things done by David Allen then we name so it's good to think about what naming conventions you want to use then you just make that decision and you categorize it okay and then you just move it into the spot the folder that and on the level of your folder that you've got so you've got one level you go down to another level you go down to another level you know that's that's the Simplicity of how it works again using the real estate example I thought I would just look that spitball workflow for a second you get a property listed you create a folder you add some files and you think about PNG versus pdf especially to do it this is about doing it on the remarkable right it's different if you're going to be doing it on your computer but on here having an understanding of PDFs and pngs is super important I find that that is the sticky point and the cause of misunderstanding the most out of all the newbies in the space in certainly in my Facebook group anyway um so grab an understanding of that and create your folders and then have your files in there that you need from there then you go on site you grab out one of those notebooks that you've got you make some notes you do all that then that information is here in your remarkable so what you do need to think about is are you sending or exporting it somewhere off-site out of this device think about that because then you've got you've got all your options right you've got your Integrations that remarkable gives you and and there are other options too which I won't go into on this um video but they're not the only yeah there are other options let's just leave it at that um once they're filed they're available anytime all right so that's the workflow so really to sum it up I'm pretty sure this is my summary page let me just check I'm down here yes this is my summary page the last thing I really wanted to mention to you was down here but so to sum it up decide on your folder structure pick your top areas make that your first level pick the areas the top areas within each area make that your second level go down into that folder make your third level and then make then you're ready to put files inside of those folders okay so we're going one level two level three level for folders and then we're putting in files so once you get into files make sure you've got your naming conventions sorted and then you organize yourself just get them all in there and then when it comes to clients you can think about how you're going to file is it by person depending if you're a coach then it would probably be like it could it would excuse me it would be by person but maybe it was under if you do teach courses and if you have uh different programs that you coach people through I would for me I would have each program as a folder a top level folder and then within that I would put the people have their own folder within that program they're doing and then within their folder I would put the relevant documents notes uh teaching Learning Materials you know all the things that you do with coaches real estate I would have um I would go by property and then within the property I would start making notes of people even lawyers I would actually you might have claims or categories of actual work that you're doing and then within those you put the people that sort of have those sorts of cases um just a suggestion but this is the bit just to sum up I want to get to the don't forget don't forget about backup and story we do have the Integrations you can send and Export there are two different functions depending on what it is you want to send okay don't don't forget about backing up and get some more information around that I'm not going to go into detail on this video but backup's really important it doesn't end here it ends once you get your backup sorted okay so I hope that helped some love on the channel would be greatly appreciated enjoy setting up your folder structure and getting all organized it's a good feeling and I will see you on the next video bye

Channel: WHOLEHEARTED ME

Views: 2,069

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Id: kiD4GQvfOug

Length: 15min 25sec (925 seconds)

Published: Sun Aug 20 2023