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Forum Discussion
MinnieVon
3 years agoExplorer | Level 4
Best practice to organise files and folders, but also use DB for collaboration on documents
Hi, I would like to learn what other people do when they want to run a single drive for their whole business and life and ensure that various tasks are done efficiently.
Context: I run a coaching business where I house recorded coaching calls (videos), I create video training (video, audio, transcriptions), and I also create templated documents for my clients which we then collaborate on between calls.
I would like to use one system for my IP but as much as I love DB for it's speed in syncing videos which I can then share with my clients I don't like it's collaboration on files functions as they are time consuming and clunky. I work on a Mac and my clients usually run windows. I don't want to buy all the Microsoft products because I am quite happy with the apple suite. In DB, I was finding myself having to constantly convert files in order to allow my clients access for these to collaborate - and then when I receive it I have to convert and create a new file, save it in word/excel/powerpoint. Often the formatting goes funny which is no good. It was extremely annoying and inefficient so I moved to using Google Drive and their suite of office products because they are easy to access, system agnostic and you can easily comment and get an email notification.
I now find myself in a situation where I feel overwhelmed and disorganised with all my files and want to ideally have everything housed on one system. I'm not sure if this even possible with my team (another coach and a VA).
My goal is to expand my team but I need to get better organised.
I wondered if anyone has any best practices that work?
My set up:
I have personal information on a server. I used DB for this currently. All photos are saved on iCloud.
I use DB for video and video training assets, coaching calls (fast sync).
I use G Drive for non-video training assets (it's awful to try and upload large files). But I use it for all collaboration templates and client work. I have created a G drive for my VA and email, she uses that to create work and share files with me. Ideally I want this in DB.
I wish either Google was capable of handling video and syncing faster or that DB had the functionality of G drive. I use google workspace for my calendar, docs, storage etc.
Anyway suggestions? Thanks
4 Replies
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- Jay3 years ago
Dropbox Community Moderator
Hi MinnieVon, thanks for messaging the Community.
I'll leave this post open for other users to comment on how they use the product.
If you have any further queries, feel free to message back.
- MinnieVon3 years agoExplorer | Level 4Thanks Jay, I noticed there is a naming convention tool on DB. Is there any info on how to use that? Thanks
- Jay3 years ago
Dropbox Community Moderator
No worries, this article contains all the information on how to use that feature on your account.
- mayflowerpie3 months agoExplorer | Level 4
MinnieVon Did you ever come up with a solution that's not too cumbersome?
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