Backing up work files ensures that Forge Marketing employees protect critical data, prevent data loss, and maintain workflow continuity in case of hardware failure, accidental deletion, or other issues.

Step-by-Step Guide

Step 1: Use Company-Approved Storage

• Store all work files on Forge Marketing-approved platforms:
  • Shared Drive (for team collaboration)
  • OneDrive / Teams storage (for individual work)
• Avoid saving sensitive company data to personal drives or local desktop folders unless instructed.

Step 2: Enable Automatic Backups

• Set up automatic syncing with OneDrive or Shared Drive to ensure files are continuously backed up.
• Verify that the sync status shows “Up to date” regularly.

Step 3: Create Local Backups (If Needed)

• Use company-approved external drives that are encrypted and password-protected.
• Copy critical files to the drive periodically (e.g., weekly) to maintain redundancy.
• Label drives clearly with project names and dates for easy retrieval.

Step 4: Version Control

• Save files with clear naming conventions including dates or version numbers:
  • Example: AcmeCorpSocialMediaPlanv2_2025-09-15
• Use version history in OneDrive, Teams, or Google Docs to track changes and restore previous versions.

Step 5: Best Practices

• Backup frequently—daily or after major updates to a project.
• Ensure files are stored in secure, approved locations only.
• Check backups regularly to confirm files are accessible and not corrupted.
• Avoid sending sensitive files via unsecured email for backup purposes.