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Where Should I Save Downloaded Forms?—Form Management Tips

To ensure that you can easily locate your forms, it is recommended that you select a location and naming convention before you begin. The following suggestions may assist you in determining the best way to manage your forms:

• Do not store your forms on your desktop. Store them in a single folder so you can locate all versions of your forms easily.
• If you are working on a PC, most browsers automatically select the My Documents folder when the document is saved. Using this folder will make your forms easy to locate; however, unlike a network drive they may not be selected for backup.
• If you are working on a Macintosh, use Finder to select a location and create a folder to store your forms.
• Create a naming convention to help you distinguish between template, completed, and signed forms
• Use "Lobbying Disclosure Forms" as the primary folder name for storing downloaded and saved forms
• Use "Clientname_template" for reusable forms
• Use "Filingperiod_ clientname" for completed forms
• Add the text "_signed" when you save a copy of the form after signing it
• Download the forms from the Clerk's website and save them in the folder you have selected for your filings.