Start with a top-level archive
Create one root folder (for example, Genomics Archive) and keep everything inside it. Avoid scattering reports across Downloads, Desktop, and email attachments.
Inside the root, maintain an Exports folder for raw ZIP backups (dated by export run) and a Curated folder for reports you have renamed and sorted.
Folder structure by category
Mirror the categories you see on genome.danteomics.com: Carrier Screening, Pharmacogenomics, Rare Disease, Wellness, and so on. If a report fits multiple categories, pick one primary home and note the cross-reference in the filename.
Alternative: organize by year if your testing spanned multiple dates and categories overlap heavily.
Naming convention that works
Use a consistent pattern: YYYY-MM-DD_category_short-description.pdf. Examples: 2024-06-12_pharma_cyp2d6-metabolizer.pdf or 2023-11-01_carrier_cftr-panel.pdf.
Avoid spaces in filenames if you plan to use command-line tools or scripts. Hyphens and underscores are safer.
Keep an index spreadsheet
A simple CSV or spreadsheet with columns for filename, report date, category, key genes, and notes saves hours of searching. Update it whenever you add a new export batch.
You can ask an AI assistant to generate this index from a folder of PDFs. Upload them in batches and request a structured table output.
Automate the initial sort
When exporting in bulk, use a tool that names and sorts PDFs by category automatically. Dante Reports Exporter bundles reports into a ZIP with category-based filenames, giving you a clean starting point before you refine the structure.
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