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Organizing Files with Rocket Statements vs. Traditional Methods

camila cook's avatarcamila cook

Alright, I just need to vent for a sec. Does anyone else feel like the struggle with folders and files is never-ending? I mean, Rocket Statements helps, sure, but nothing beats the old-school approach sometimes—except when it does.

Folder setups in Rocket Statements can be a lifesaver for managing docs. But then there’s always those days where I just wonder if dumping everything into one massive folder and searching is better (yeah, I know it’s not, but you get me right?).

I’ve been relying on the bulk download feature lately. Makes life a bit easier when you’re handling multiple accounts, but man, keeping everything in order afterward is a whole different story... Google Sheets addon helps tame the chaos, but only if I remember to actually use it. So easy to fall back into my old ways.

Curious about how others juggle these folders and files. What’s your go-to strategy for keeping your head above the paperwork flood? I’m debating whether to stick with Rocket’s folder system or blend it with what I used before. Open for suggestions!

Comments (1)

scarlett Williams's avatar
scarlett Williams5 months ago

ah, the eternal battle against file chaos 😂 i've been there too, especially when the clinic's payroll files decide to throw a tantrum. sometimes mixing old-school folder methods with Rocket's features works wonders. i just rename folders with specific dates or quirky names to remind me of what's inside. makes it oddly satisfying and keeps things clear in the moment!

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