Paula, If I understand your problem correctly, it would appear that an Index by surname that cross references digital or paper documents, filed by Document Type, as Mary suggested, would solve your problem. For the Index Cross Reference you could use the RIN, MRIN, or make use of the User ID field to develop your own identification system. This way you could have the best of both worlds, just my thoughts.
Charles From: Paula Ryburn [mailto:[email protected]] Sent: Wednesday, August 31, 2011 11:12 AM To: [email protected] Subject: Re: [LegacyUG] Source Name Filing System Thanks, Mary. I've been wrestling with how to sort/file things, and I really like doing it by surname, so I can see everything for each family (and it matches the 'color' approach). It seems my census data is the only thing that doesn't always fall neatly into a particular family. So, I'm not (yet) willing to abandon a surname approach. Do you use a file ID or something to help you find it when you need it? Or do you just look at things from within Legacy? (There is a very real possibility I am over-analyzing this! lol) --Paula in Texas ________________________________________ From: M. Brenzel <[email protected]> To: [email protected] Sent: Wed, August 31, 2011 10:04:18 AM Subject: Re: [LegacyUG] Source Name Filing System Filing by document type eliminates the need for duplicate copies of both paper and digital documents. Using a generic file name also helps in that regard. In other words, don't put any surnames or other specific details in the file name. I have been doing that for years and have had no problems with my system. Mary Legacy User Group guidelines: http://www.LegacyFamilyTree.com/Etiquette.asp Archived messages after Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Archived messages from old mail server - before Nov. 21 2009: http://www.mail-archive.com/[email protected]/ Online technical support: http://www.LegacyFamilyTree.com/Help.asp Follow Legacy on Facebook (http://www.facebook.com/LegacyFamilyTree) and on our blog (http://news.LegacyFamilyTree.com). To unsubscribe: http://www.LegacyFamilyTree.com/LegacyLists.asp

