Safety Tips

Taking the time in advance to plan your digital filing system will pay big dividends in the long run. Whether you create emergent files during sessions or work with pre-made templates, having a structure to your filing system will allow you to easily find and file your work.

For example, when I take on a new client, I create a folder on my computer just for them in my Coaching folders directory. Then, I will copy a set of templates into their folder. As I need each template, it’s readily available and I don’t have to explore around my computer (which offers privacy, since I’m usually sharing my screen). Also, copying them to a specific folder all at once gives them the same timestamp, so I can tell by looking at the timestamp which templates we have (or haven’t) used yet.

IF you work with pre-made templates, never work with your originals! Even if you have to grab one in a hurry, as soon as you open it, re-save it with a new name. Otherwise, you might accidentally over-write it when you finish working and hit save.

It’s a good idea to be familiar with the most convenient way to quickly save your work in progress. Either memorize a keystroke combo to save your file (Ctrl + S for Windows, Command-S for Mac) or utilize programmable hardware keys on your graphic device, if available.

It happens. Power zap or disk crash or, or, or. Be sure that you are backing up your files somewhere safe in case disaster happens to your computer or device.

Once you’ve got everything working the way you like it (or even close), be sure to take the time to document your customizations for future reference, such as:

Brush library and specific brush customization settings
Color palette (see this tip to quickly and easily protect your palette)
Preferences/Keyboard Shortcut modifications/Hotkey assignments