Saving Files to Local Folders – How to Create a Custom Save-As Dialog

I move a lot of data for customers in any given week.  We move blogs from all manner of current platforms including lately a lot of HubSpot and Blogger sites, but also custom platforms and cms (content management systems).  Sometimes it is a static site that is moving to WordPress.  Sometimes it is comments from Disqus to WordPress– you just never know.  But what you do know is that I need to save a lot of files to a folder, work on the data and by next week I’m off to other things and don’t need to save to those locations any longer. Dialog.

creating custom save as dialog in windows
Click in each spot shown to get to the good stuff

Until recently when I click “save as” I get a standard dialog box offering me the default windows folders — none of which is where I am headed because I always organize sub-folders like blogwranglers > blog moves > client x > HubSpot images or something like that.  I had to go “my documents” > then through the other sub-folders.  How to avoid that?

I had my old machine set with some custom commonly used folders so I started at blog moves and only had to click on the client’s folder.  I also name currently used files with a one at the front so in the time I am working on it daily I call it 1client x which brings it to the top of the pile.  When I am finished working with it I name it zclient x which takes it to the bottom (I know I could drag them to an archive sub-folder).  I didn’t actually remember how to do this — so today I went looking and I found a good set of instructions on how to make this happen again — but I added an embellishment.

First I followed this set of directions that helped me to create a custom set of folder in my save as dialog box (I know they have a lot of advertisements on that page — enough that I might typically discount the page completely).

Note in my picture that they missed one step which is the expansion of “windows components”.  So I clicked one more time than they suggested.

My embellishment was to create a folder on my desktop (where it is easy to find/get to) called “shortcuts” and into that I then right clicked and dragged this weeks folders, being very careful to choose shortcut from the options — now I added this “shortcuts” folder to the save as dialog box and I am always one click away from saving to this week’s project folders.

I hope this is helpful to you.  It made my week all the more pleasant and saved me a number of mouse clicks — they only click so many times before they wear out you know …

shortcuts to my most commonly used files this week are now one click away
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