Managing Files and Folders in Windows Vista

By Perspection Inc.,Steve Johnson

Date: Aug 31, 2007

Return to the article


Steve Johnson shows how you can keep your computer organized using Windows Vista's file management tools.

What You’ll Do

Introduction

File management is organizing and keeping track of files and folders, helping you stay organized, so information is easily located. A folder is a container for storing programs and files, similar to a folder in a file cabinet. As with a file cabinet, working with poorly managed files is like looking for a needle in a haystack—it is frustrating and time-consuming to search through irrelevant, misnamed, and out-of-date files to find the one you want. Windows Vista allows you to organize folders and files in a file hierarchy, imitating the way you store paper documents in real folders. Just as a file cabinet contains several folders, each containing related documents with dividers grouping related folders together, so the Windows file hierarchy allows you to organize your files in folders, and then place folders in other folders. At the top of each hierarchy is the name of the hard drive or main folder. This drive or folder contains several files and folders, and each folder contains related files and folders.

Using the file management tools, you can save files in folders with appropriate names for easy identification, quickly and easily create new folders so you can reorganize information and delete files and folders that you no longer need. You can also search for a file when you cannot remember where you stored it, create shortcuts to files and folders for quick and easy access, and even compress files and folders to save space.

A folder can hold different types of files, such as text, spreadsheets, and presentations. The Documents folder is the main location in Windows Vista where you store your files. However, there are some special folders, such as Pictures and Music, designed with specialized features to store specific types of files.

Using the Explorer Window

The Explorer windows (New!) are powerful easy-to-use tools for working with files consistently across Windows Vista. Explorers give you more information and control while simplifying how you work with your files. The experience is easy and consistent, whether you’re browsing documents or photos or even using the Control Panel. Key elements of the Explorer windows in Windows Vista are designed to help you get to the information you need, when you need it. Each Explorer window includes the following elements:

Changing the Explorer Window View

Windows Vista displays the contents of a drive or folder in different ways to help you find the information you are looking for about a file or folder. The available views include Extra Large, Large, Medium and Small Icons (New!), List, Details, and Tiles.

Icons view displays icons in different sizes (Extra Large, Large, Medium, and Small), sorted alphabetically in horizontal rows, with the name of the file or folder below each icon. When you view files using one of the Icon views, Live icons (New!)—thumbnails—display the first page of documents, the image of a photo, or the album art for individual songs, making it easier to find exactly what you are looking for.

List view displays small icons, sorted alphabetically into vertical columns, with the name of the file or folder next to each icon.

Details view displays small icons, sorted alphabetically in a single vertical column, with the name of the file or folder and additional information, such as file size, type, and date, in columns to the right.

Tiles view displays icons, sorted alphabetically into vertical columns, with information about the file next to each icon.

Switching Between Views

You use the Views button on the toolbar in an Explorer window to quickly switch between window views. When you click the Views button, the view switches between the following four views: List, Details, Tiles, and Large Icons. If you want to select a different view, you can click the arrow next to the Views button to display a menu, where you can click a view or drag the slider. When you drag the slider, you can position it anywhere within the range, not just the main positions.

f03wv02.jpg

Click to view larger image

Opening and Viewing the Computer

The Computer window is the starting point to access every disk, folder, and file on your computer. You can access the Computer window from the Start menu. The Computer window displays several types of local, removable, and network drives. Drives and folders are represented by icons. Each drive is assigned a drive letter, denoted with parentheses and a colon, such as Local Disk (C:), to make it easier to identify. Typically, the floppy is drive A, the hard (also known as local) disk is drive C, and the CD or DVD is drive D. If your computer includes additional drives, your computer assigns them letters in alphabetical order. Once you open more than one drive or folder, you can use buttons on the Command bar to help you move quickly between folders.

Open and View the Computer

Viewing and Opening Documents

Windows makes it easy to manage the personal and business files and folders you work with every day. You can access your Documents folder from the Start menu. In the Documents folder, you can view file information, organize files and folders, and open files and folders. Once you open more than one folder, you can use buttons on the Command bar to help you move quickly between folders. Depending on previous installation, devices installed, or other users, your personal folders might differ.

View and Open Documents

Open Any Folder and Switch Between Folders

Opening Recently Used Documents

Windows Vista makes it easy to find and open recently used files. You can use the Recent Items option on the Start menu, or the Recently Changed folder (New!) in the Navigation pane of an Explorer window. To quickly open a recently used file, click the Start menu, point to Recent Items, and then click the file you want to open. To view recently changed files, open an Explorer window, such as Documents, and then click Recently Changed in the Navigation pane. If you want to open a file, simply double-click it.

Open a Recently Used Documents

Open a Recently Changed File

Working with Personal Folders

Windows Vista comes with a personal folder that store your most frequently used folders in one location. The personal folder appears on the Start menu with the name of the person logged on to the computer. The personal folder only contains files and folder associated with a user account and are unique for each user on the computer. The personal folder (New!) includes a variety of folders: Contacts, Desktop, Documents, Favorites, Links, Music, Pictures, Saved Games, Searches, and Videos. You can access these folders using the personal folder or by name on the Start menu.

View and Open a Personal Folder

Navigating Between Folders

The Address bar (New!) appears at the top of every Explorer window and displays the current location on your computer or network. The location appears as a series of links separated by arrows. You can change your current location by either typing a new location—even a Web address on the Internet—or selecting one using the Address bar. You can also use the Back and Forward buttons to the left of the Address bar to switch between locations you have previously visited.

Navigate to a Location

Viewing the Folders List

Windows Vista offers a useful feature for managing files and folders, called the Folders list. The Folders list displays the window in two panes, or frames, which allows you to view information from two different locations. The left pane of the Folders list displays the file hierarchy of all the drives and folders on the computer, and the right pane displays the contents of the selected drive or folder. This arrangement enables you to view the file hierarchy of your computer and the contents of a folder simultaneously making it easy to copy, move, delete, and rename files and folders. Using the non filled arrow and the filled arrow to the left of an icon in the Folders list allows you to display different levels of the drives and folders on your computer without opening and displaying the contents of each folder.

View the Folders List

Changing the Explorer Layout

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.1.4

Windows Vista gives you the option to customize the layout for each Explorer window depending on the information the window contains. The layout (New!) for each Explorer window includes a Menu Bar, Details pane, Preview pane, and Navigation pane. The Details and Navigation panes appear by default. Some Explorer windows, such as the personal folder labeled with your user account name, also include a Search Pane, which you can use. The Organize menu shows or hides the layout elements. If you prefer working with menus like the previous version of Windows, you can show the Menu Bar and use traditional menus.

Change the Explorer Layout

Customizing the Navigation Pane

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.2.4

The Navigation pane (New!) provides links to commonly used folders and saved searches to reduce the number of clicks it takes to locate a file or folder. Windows Vista provides a default list of favorite links including Documents, Pictures, Music, Recently Changed, and Searches. You can customize the Navigation pane to include the folders or saved searches you want for your everyday use. You can move current links, add or rename folders or save searches, or remove an item. If the Navigation pane gets cluttered, you can restore it back to the original default items and start from there.

Customize the Navigation Pane

Organizing Files by Headings

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.5.3, WINV-4.5.4, WINV-4.5.5

In Explorer windows, files appear in lists with headings at the top. You can use the headings to change how files are displayed in the window. There are several ways to organize your files by using file list headings and they include filtering, stacking, and grouping. Filtering (New!) displays only files with the properties you select by heading type. Stacking (New!) displays all of the files in the view into piles by heading type. After you stack files into piles, you can open individual ones to view the contents of the stack. Grouping (New!) displays a sequential list of all of the files by heading type. Grouping and stacking are similar organizational tools. Grouping organizes files into visible groups, while stacking organizes files into hidden groups within an icon.

Organize Files Using Filtering

Organize Files Using Stacking

Organize Files Using Grouping

Searching for Files and Folders

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.4.5, WINV-4.4.6

Sometimes remembering precisely where you stored a file can be difficult. Windows provides a Search folder (New!) to help you find and view all of your files or folders in one place. The Search folder provides easy access to all of your most common files, such as documents, pictures, music, and e-mail, in a single view. If you don’t find the file or folders you’re looking for, you can perform an advanced search. An advanced search gives you the option to find files or folders by type, name, title, location, date (taken, modified, or created), size, or property tag. The search locates files and programs stored anywhere in indexed locations, which includes personal folders, e-mail, offline files, and Web sites in the History list for your Web browser. The Search folder is accessible from the Start menu (or any folder window) to help you locate files and folders.

Create a Simple Search by Type

Create an Advanced Search

Saving a Search

mcas_clr_cmyk.gif

Click to view larger image

WINV4.4.2

If you frequently perform the same search, you can save your search results (New!) like any file and perform or modify the search again later. When you save a search, the search is saved by default in the Searches folder, which you can open by clicking the Searches folder link in the Navigation pane. Like any link, you can move a saved search from the Searches folder to the Favorite links section in the Navigation pane to make it more accessible. To run a saved search, display the saved search link, and then double-click it.

Save a Search

Changing Search Options

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.4.1

When you perform a search for files or folders, Windows Vista uses the search options (New!) to help customize the search results. You can specify whether you want to search for file names and content or just for file names and whether to include subfolders or find partial matches. For non-indexed searches, you can set options to include system directories or compressed files (ZIP, CAB...). The search options are available in the Folder Options dialog box under the Search tab.

Change Search Options

Performing an Instant Search

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.4.3, WINV-4.4.4

You can also find files and programs using the Search box at the bottom of the Start menu and at the top of every Explorer window. The Search box (New!) filters out items that don’t match the text you type. The search includes text in the file name, text in the file, tags (a custom file property), and other file properties. The search locates files and programs stored anywhere in indexed locations, which includes personal folders, e-mail, offline files, and Web sites in the History list for your Web browser.

Find a File or Program Using the Search Box on the Start Menu

Find a File or Folder Using the Search Box From a Folder

Performing an Advanced Search

The Search box (New!) at the bottom of the Start menu and at the top of every Explorer window filters out items that don’t match the text you type. The search includes text in the file name, text in the file, tags (a custom file property), and other file properties. In the Search box, you can perform advanced searches by specifying properties and using boolean filters. For example, Name:Agenda finds only files that have the word agenda in the file name. In addition, you can use boolean filters, such as AND, NOT, OR, Quotes, Parentheses, >, or <. For example, Agenda AND Report find files that contain both words agenda and report. When you type boolean filters, you need to use all capital letters. You can also combine properties and boolean filters together to create a more specific search.

Find Files and Folders Using the Search Folder

Performing Natural Language Searches

If using properties and boolean filters seems a little to much for you to handle, you can find files using natural language search (New!), which allows you to perform the same property or boolean search, yet use a form that is easier to use. Instead of kind: document author: (Steve AND Holly), you can type documents by Steve and Holly. Before you can use natural language in a Search box, you need to turn it on under the Search tab in Folder Options in the Control Panel.

Turn On Natural Language Search

Perform a Natural Language Search

Adding Properties and Tags to Files

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.6.1, WINV-4.6.2

When you create a file, Windows automatically adds properties to the files, such as name, creation date, modified date, and size. These properties are important to Windows, however, they may not be useful when you are searching for a file. You can add or modify common files properties and create or modify custom tag properties (New!) to make it faster and easier to locate files in the future. You can add or modify properties for most files. However, there are some exceptions, such as plain text (.txt) or rich text format (.rtf) files. You can add or modify properties using the Details pane in an Explorer window, the Details tab in the Properties dialog box, or in the Save As dialog box. If you want to remove some or all of the property information in a file, you can quickly remove it using the Properties dialog box.

Add or Modify Properties

Add or Modify Properties While Saving a File

Remove Properties

Modifying the Index to Improve Searches

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.4.1

Windows keeps track of files in indexed locations (New!) and stores information about them in the background using an index, like the one found in the back of this book, to make locating files faster and easier. You can use Indexing Options in the Control Panel to view, add, remove, and modify indexed locations, indexed file types, and other advanced index settings. For example, if a file type is not recognized by the index, you can add it, or if you’re having problems with the search index, you can rebuild or restore it.

View, Add, or Remove Indexed Locations

Set Advanced Indexing Options

Creating and Renaming Files and Folders

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.2.1, WINV-4.2.2, WINV-4.6.3

The keys to organizing files and folders effectively within a hierarchy are to store related items together and to name folders informatively. Creating a new folder can help you organize and keep track of files and other folders. In order to create a folder, you select the location where you want the new folder, create the folder, and then lastly, name the folder. You should name each folder meaningfully so that just by reading the folder’s name you know its contents. After you name a folder or file, you can rename it at any time.

Create a Folder

Rename a File or Folder

Copying and Moving Files and Folders

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.6.3

Sometimes you will need to move a file from one folder to another, or copy a file from one folder to another, leaving the file in the first location and placing a copy of it in the second. You can move or copy a file or folder using a variety of methods. If the file or folder and the location where you want to move it are visible in a window or on the desktop, you can simply drag the item from one location to the other. Moving a file or folder on the same disk relocates it whereas dragging it from one disk to another copies it so that it appears in both locations. When the destination folder or drive is not visible, you can use the Cut (to move), Copy, and Paste commands on the Edit menu to move or copy the items.

Copy a File or Folder

Move a File or Folder

Copy or Move a File or Folder Using Drag and Drop

Deleting and Restoring Files and Folders

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.6.3

When you organize the contents of a folder, disk, or the desktop, you might find files and folders that you no longer need. You can delete these items or remove them from the disk. If you delete a file or folder from the desktop or from the hard disk, it goes into the Recycle Bin. The Recycle Bin, located on your desktop, is a temporary storage area for deleted files. The Recycle Bin stores all the items you delete from your hard disk so that if you accidentally delete an item, you can remove it from the Recycle Bin to restore it. Be aware that if you delete a file from a removable disk, it is permanently deleted, not stored in the Recycle Bin. The files in the Recycle Bin do occupy room on your computer, so you need to empty it to free up space.

Delete Files and Folders

Restore Files and Folders

Creating a Shortcut to a File or Folder

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.2.3

It could take you a while to access a file or folder buried several levels down in a file hierarchy. To save some time, you can create shortcuts to the items you use frequently. A shortcut is a link that you can place in any location to gain instant access to a particular file, folder, or program on your hard disk or on a network just by double-clicking. The actual file, folder, or program remains stored in its original location, and you place an icon representing the shortcut in a convenient location, such as in a folder or on the desktop.

Create a Shortcut to a File or Folder

Hiding Files and Folders

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.1.3

If you want to hide files and folder for added privacy purposes, you can do it by setting two separate options: one to set the option to hide specific files and folders, and the other to set a general folder option to show or hide files and folders. If you set the option to hide specific files and folders and the Show hidden files and folders option is set, the hidden files and folder appear transparent. If the general option is set to Do not show hidden files and folder, the hidden files and folder are actually hidden. The only way to view them again is to set the general option to Show hidden files and folders again. Anyone can show hidden files and folders, so it shouldn’t be used for security purposes.

Show or Hide Hidden Files and Folders

Show or Hide Hidden Files and Folders

Changing Folder Options

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.1.1, WINV-4.1.2, WINV-4.1.3

When you work with files and folders, Windows displays folder contents in a standard way, known as the default. The default folder view settings are as follows: Tiles view displays files and folders as icons; common task links appear in the left pane; folders open in the same window; and items open when you double-click them. Depending on previous installation or users, your folder view settings might differ. Instead of changing the folder view to your preferred view—Icons, List, or Details—each time you open a folder, you can change the view permanently to the one you prefer. In addition to the defaults, you can change options such as folder settings to show or hide file extensions for known file types, show or hide hidden files and folders, show or hide protected operating system files, and show pop-up descriptions of folders and desktop items.

Change the Way All Folders Work

Change the Folder View

Changing File and Folder List Views

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.5.2

You can display files and folders in a variety of different ways, depending on what you want to see and do. When you view files and folders in Details view, a default list of file and folder information appears, which consists of Name, Size, Type, and Date Modified. If the default list of file and folder details doesn’t provide you with the information you need, you can add and remove any file and folder information from the Details view. If you need to change the way Windows sorts your files and folders, you can use the column indicator buttons in the right pane of Details view. Clicking one of the column indicator buttons, such as Name, Size, Type, or Date Modified, in Details view sorts the files and folders by the type of information listed in the column.

Change File Details to List

Customizing Personal Folders

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.2.6, WINV-4.5.1

In your personal folders, you can create your own folders and customize view options based on the contents. In the toolbar of the Pictures and Music folders, Windows provides buttons with file management activities specifically related to the contents of the folder, such as Slide Show in the Pictures folder, or Play All in the Music folders. When you create a new folder, you can customize it for pictures, music, and videos by applying a folder template, which is a collection of folder task links and viewing options. When you apply a template to a folder, you apply specific features to the folder, such as specialized task links and viewing options for working with pictures, music, and videos.

Change the Folder Look

Sharing Folders or Files with Others

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.3.1, WINV-4.3.2

Windows Vista maintains a set of personal folders and options for everyone on your computer to make sure the contents of each user’s personal folders remain private. The contents of your personal folders are private, unless you decide to share the contents with others who use your computer. If you want the other users on your computer to have access to files, you can place those files in a shared folder called the Public folder (New!) that each user can access. The Public folder contains subfolders to help you organize the files you are sharing, and include Documents, Downloads, Music, Pictures and Videos. If you’re connected to a network, the files in the public folder are available to network users. You can also share files from any folder on your computer that you want to designate as a shared folder. When you specify a shared folder, you can also set access permission levels for a person or group.

Share a File or Folders from the Public Folder

Share Any Folder on Your Computer

Compressing Files and Folders

You can compress files in special folders that use compressing software to decrease the size of the files they contain. Compressed folders are useful for reducing the file size of one or more large files, thus freeing disk space and reducing the time it takes to transfer files to another computer over the Internet or network. A compressed folder is denoted by a zippered folder icon. You can compress one or more files in a compressed folder by simply dragging them onto the compressed folder icon. When a file is compressed, a copy is used in the compression, and the original remains intact. You can uncompress, or extract, a file from the compressed folder and open it as you normally would, or you can open a file directly from the compressed folder by double-clicking the Compressed File icon. When you open a file directly, Windows extracts the file when it opens and compresses it again when it closes.

Compress Files and Folders

View Compressed Files

Decompress Files

Managing Files Using a CD or DVD

mcas_clr_cmyk.gif

Click to view larger image

WINV-4.6.4

The low cost and large storage size of discs, either CD or DVD (New!), makes creating and using CDs or DVDs an effective way to back up information or transfer large amounts of information to another computer without a network. Before you can create a CD or DVD, you must have a blank writeable CD or DVD and a recorder (also known as a writer or burner) installed on your computer. You can copy, or write, files and folders to either a writeable disc (CD-R or DVD-R) or a rewriteable disc (CD-RW or DVD-RW). With writeable discs, you can read and write files and folders many times, but you can’t erase them. With rewriteable discs, you can read, write, and erase files and folders many times, just like a hard disk. When you burn a disc, Windows needs disk space on your hard disk equal to the capacity of the disc. For a typical CD, this is between 650 and 740 megabytes (MB) and for a DVD, this is about 4.7 gigabytes (GB). Do not copy more files and folders to the CD or DVD than it will hold; anything beyond the limit will not copy. With Windows Vista, you can burn a disc using one of two formats: Live File System or Mastered. The Live File System (New!) format allows you to copy files to a disc at any time, like a USB drive, while the Mastered format needs to copy them all at once. If you need a disc for Windows XP or later and want the convenience of copying files at any time, the Live File System is the best choice. When you need a compatible disc for older computers, the Mastered format is the better choice.

Burn a Disc Using the Mastered Format

Burn a Disc Using the Live System Format