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Digital Life
Upkeep Plan

Weekly, monthly, and yearly
paperless upkeep plan
Paper·less  ·  Mia Danielle

Weekly Digital Upkeep

Ten minutes, once a week  ·  checks reset every Monday
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that's it! Your week is tidy. See you next Monday.

Capture and Upload
Capture and upload new documents from your devices. Name them as you save, the File Namer builds a clean, searchable name in seconds.
✓
Sort and Backup
Let the Cabinet Filer sweep your To File folder into the right cabinet folders, and confirm backups of critical documents.
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Clear the Clutter
Remove unneeded or redundant files, such as old versions of documents, duplicate uploads, and files that have served their purpose.
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Sunday digital space tidy

Ten minutes before the week starts is all this takes. Begin with a glance at your Command Center to see what's coming due, then tidy the week's uploads while everything is still fresh.

  • Upload new meeting notes and statements to Google Drive.
  • Quick-look at this week's uploads. Stop sharing last week's files with a coworker.
  • Make sure any new private additions are stored in a folder with a password.

Monthly Digital Upkeep

Twenty minutes, once a month  ·  checks reset on the 1st
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that's it! This month is handled.

Review and Adjust
Skim this month's uploads for organization, relevance, and duplicates. Twenty minutes covers it; save the full top-to-bottom review for your yearly audit.
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Software Updates
Update document management software and applications to the latest version.
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Security Check
Update security software and passwords as needed and check permissions for all shared files.
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Monthly management

Some things don't need to be done quite so regularly but make a big difference in keeping your digital systems functioning when you do.

  • Spend 30 minutes reviewing your digital files. Delete any duplicates.
  • See if Dropbox or your Macbook has an update to do.
  • Run your local antivirus or optimizing software to keep things tip-top.

Yearly Digital

upkeep
One good afternoon, once a year  ·  checks reset January 1
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that's it! Your digital life is set for the year.

Roll the Tax Year

One good afternoon covers all three of these. Create the new year's folder set, move last year's documents into it, and archive or shred anything that has aged out of its keep window.

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Audit and Update

Walk your cabinet top to bottom. Merge strays and duplicates, retire what you no longer use, and refresh your Home Inventory, Warranty, and Subscription trackers while you're at it.

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Prove Your Backup

Don't trust a backup you've never tested. Restore one real file, confirm your storage has room for the year ahead, and double-check who still has access to shared folders.

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Your Command Center is waiting

Your Digital Life Dashboard puts the Command Center and every tool in your bundle one tap away, and this rhythm keeps it all humming.

Open your Digital Life Dashboard Visit your library hub Printable PDF
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