If you’re like me, then you tend to generate a LOT of client documentation on your client-facing engagements. And as much as my clients show their appreciation for my efforts, they rarely reference or provide these documents when asking for support or modifications down the road. This means that it is up to me to organize and catalog my documents for quick reference while addressing client inquiries.
Over the years, I have developed a number of templates to help with documenting and managing these types of efforts, but quickly finding past documents can be challenging. I wanted to be able to quickly find documents by topic, by client, or by client contact person — or some combination of all three. I developed a rather simple approach for doing this which utilizes MS Word Document properties and form fields.