• / Free eNewsletters & Magazine
  • / My Account
Home>Practice Management>Technology>Quickview: Tag Your Way to Efficient File Search

Related Content

  1. Videos
  2. Articles
  1. Avoid These 3 Social Security Pitfalls

    Retirement expert Mark Miller urges pre-retirees to be mindful of how age, Medicare, and spousal strategies all interplay with Social Security benefits.

  2. How File and Suspend Works for Social Security Beneficiaries

    InvestmentNews contributing editor Mary Beth Franklin explains how this filing strategy can benefit both couples and even single retirees.

  3. Making the Most of Social Security After Rule Changes

    File and suspend and restricted application are going away, but there are still strategies you can use to increase your payout, says Social Security's Andrew Salata.

  4. Social Security: What Benefit-Juicing Strategies Are Left?

    File -and-suspend may be kaput, but retirees can still maximize their benefits through delaying and taking advantage of spousal benefits, says Baird's Tim Steffen.

Quickview: Tag Your Way to Efficient File Search

Windows and Mac let you tag documents to speed up file search and retrieval.

Bill Winterberg, 04/24/2014

Financial advisors collect and store large amounts of information in electronic files. Any growing firm likely has tens of thousands of word processing documents, PDFs, spreadsheets, slide decks, photos, and more stored on a combination of desktops, laptops, servers, and cloud-storage services.

At first, straightforward file folder structures and file-naming conventions help advisors keep documents organized, but as the volume grows and more people add and modify files of their own, advisors soon lose the ability to quickly find the information they seek.

One way to cut down on time spent searching for documents in a labyrinth of folders is to tag them with important, unique keywords. Both major computer operating systems, Windows 8 and Mac OS X, offer the ability to tag documents with unique labels.

Windows users can add tags to documents in several ways. First, the "Save As" dialog window allows tags to be added to the file being saved. Directly beneath the "File name" and "Save as type" fields, users should see the "Tags: Add a tag" label where tags can be entered. Tags are supported for Microsoft Office documents, pictures, and music files.

Windows users can also add and modify document tags using File Explorer (formerly called Windows Explorer). With File Explorer open, users click on a file type that supports tags, and the document's tags are displayed in the Details pane in the lower right-hand corner. (You first might need to enable the Details pane by clicking View in the menu bar and then check Details pane.) Clicking on Tags will allow tags to be added, deleted, or modified; multiple tags must be separated by a semicolon.

In Mac OS X, tags can be added to files of any kind, not just Microsoft Office documents and photos. The Mac OS X "Save As" dialog box offers a similar field to Windows where tags can be entered manually or selected from a list of existing tags.

Also, right clicking any file in Mac OS X Finder opens a menu with "Tags…" as one of the options. Clicking "Tags…" once again allows users to type in a tag or choose from a list of existing tags. Additional tags can be added by pressing the comma key or space bar (no semicolons required), but tags are limited to one continuous string (i.e., multiple words cannot be used as one tag). Another easy way to add tags to a file is to simply drag and drop any file in the Finder window over the desired tag in the left-hand sidebar.

Tagging documents with keywords makes searching for documents a snap. In Mac OS X Finder, the left sidebar displays the most popular tags, and clicking on any one of them shows the documents matching the selected tag. Also, entering tags into the Spotlight search bar displays all files tagged with the keyword.

Bill Winterberg, CFP, is a technology and operations consultant to independent financial advisors. His comments on technology have been featured in a variety of financial industry publications. You can view more information about Bill and see his schedule of upcoming speaking engagements at his Web site, FPPad.com. The author is a freelance contributor to MorningstarAdvisor.com. The views expressed in this article may or may not reflect the views of Morningstar.

©2017 Morningstar Advisor. All right reserved.