Name Files Clearly
Use descriptive names so you can find files easily.Save Often
Every time you build something useful, save it to the Library. Good candidates to save:- A model you’ll use again
- Market assumptions you researched
- Templates your firm uses regularly
- Files you improved or cleaned up
Keep Files Updated
When you improve a model or template, save the new version to the Library. This keeps your firm working with the best versions.Consider adding version numbers or dates to file names when you update them.
Organize by Type
Group similar files together:- Models: Proformas, underwriting templates, portfolio trackers
- Templates: LOIs, memos, reports
- Assumptions: Market data, cap rates, rent comps
Share with Your Team
Each person has their own Library. To give a colleague a file, open it and click the share icon (Share with a user). Apers copies the file into their Library and notifies them. They need an Apers account. Encourage your team to:- Save their best work
- Use existing templates instead of starting from scratch
- Update files when they find improvements