Call us: (08)9200 6145
support@healthypc.com.au
HealthyPC – KnowledgebaseHealthyPC – KnowledgebaseHealthyPC – KnowledgebaseHealthyPC – Knowledgebase
  • Home
  • About
  • Services
  • Support
    • Help Centre
    • Online Forms
    • Downloads
    • Speed Test
    • Service Status
  • Contact

Best Practices for Creating SharePoint Folder & File Structures

  • Help Centre
  • Microsoft Office 365
  • OneDrive
  • Best Practices for Creating SharePoint Folder & File Structures
Table Of Contents
Best Practices for Creating SharePoint Folder & File Structures
Purpose
Understanding the Problem
Best Practice Folder Structure
Keep Folder Structures Simple
Use Short and Clear Folder Names
Best Practice File Naming
Recommended Format
Avoid These in File Names
Recommended File Name Length
Avoid Duplicate Folder Structures
Use Metadata Instead of Deep Folders (Optional)
Example of a Good SharePoint Structure
Quick Rules to Remember
Need Help?
Quick Help Guide to share with your team

Best Practices for Creating SharePoint Folder & File Structures

Purpose

This guide explains how to organise folders and file names in Microsoft SharePoint and OneDrive so that files remain easy to open, sync, and share.

Following these best practices will prevent issues such as:

  • Files that cannot be opened

  • Sync errors in OneDrive

  • “File path too long” errors

  • Difficulty locating documents

 


Understanding the Problem

SharePoint and Windows have limits on how long a file path can be.

A file path includes:

  • SharePoint Site name

  • Document library name

  • Folder names

  • File name

Example: SharePoint > Finance > Accounts > 2025 > Invoices > Supplier ABC > Invoice_March_2025_Final_Version_Approved.pdf
If too many folders are used or names are too long, the total path can exceed system limits, and the file may fail to open or sync.

To avoid this, follow the rules below.


Best Practice Folder Structure

Keep Folder Structures Simple

Try to limit folders to 3–4 levels deep.

Good example:

Finance
├── Accounts Payable
│ ├── 2025
│ └── 2024
├── Accounts Receivable
└── Reports
Bad example (too deep):
Finance
└── Accounts
              └── Payable
                             └── Suppliers
                                               └── 2025
                                                            └── March
                                                                           └── Invoices

Too many levels create long paths and make documents harder to find.


Use Short and Clear Folder Names

Avoid long descriptive folder names.

Good:

HR
Finance
Projects
Marketing

Bad:

Human Resources Department Documents
Financial Accounting and Management Reports
Project Documentation and Deliverables

Short names keep the total file path small.


Best Practice File Naming

Use simple and consistent naming formats.

Recommended Format

DocumentType_Project_Date_Version

Example:

Invoice_ACME_2026-03.pdf
Contract_ProjectX_v2.docx
Report_Sales_2026Q1.xlsx

Avoid These in File Names

Do NOT use:

” * : < > ? / \ |
Avoid extremely long names like:
Final Version of the Marketing Proposal For the Perth Office Expansion March 2026.docx
Instead use:
MarketingProposal_Perth_2026.docx

Recommended File Name Length

Try to keep file names under 50 characters.

This ensures the total path length stays within SharePoint limits.


Avoid Duplicate Folder Structures

Users sometimes create folders like:

Projects
      └── Project Alpha
                        └── Documents
                                          └── Files
                                                       └── Final Versions

Instead keep it simple:

Projects
└── Project Alpha
                    ├── Contracts
                    ├── Reports
                    └── Images

Use Metadata Instead of Deep Folders (Optional)

SharePoint allows files to be organised using metadata columns instead of folders.

For example, a document library could include:

Column Example
Department Finance
Year 2026
Document Type Invoice

This allows documents to be filtered and sorted without creating deep folder structures.


Example of a Good SharePoint Structure

Shared Documents
 ├── Finance
 │           ├── Accounts Payable
 │           └── Accounts Receivable
 ├── HR
 │           ├── Policies
 │           └── Staff Records
 └── Projects
             ├── Project Alpha
             └── Project Beta

This structure is:

  • Easy to navigate

  • Easy to maintain

  • Less likely to cause file path errors


Quick Rules to Remember

  1. Keep folders 3–4 levels deep maximum

  2. Use short folder names

  3. Keep file names under 50 characters

  4. Avoid special characters

  5. Use clear naming formats

  6. Avoid unnecessary nested folders


Need Help?

If you experience issues opening files or syncing SharePoint folders, please contact the HealthyPC Support Team for assistance.

 


Quick Help Guide to share with your team

#Difficulty locating documents, file naming, File path too long, Files that cannot be opened, folder naming, sharepoint best practice, sharepoint folders, Sync errors in OneDrive
1 Dislike
78 views
Security
Set up multi-factor authentication with a mobile device in Microsoft 365
Outlook
Manage your calendar and contacts in Outlook
Enable the AutoComplete feature
Set up an Outlook account on the iOS Mail app
Clear the AutoComplete list
Set up the Outlook app for iOS
Guide to Cleaning Up Microsoft 365 Online Archive
Set up email in the Outlook for Android app
Find and Delete Large Emails in Outlook Web
Set up email in Android email app
Automatically Move Old Emails into the Microsoft Online Archive
Creating a Free Microsoft Outlook Account
Encrypt email messages
SharePoint
See who a file is shared with in OneDrive or SharePoint
External or guest sharing in OneDrive, SharePoint, and Lists
Stop sharing OneDrive or SharePoint files or folders, or change permissions
Best Practices for Creating SharePoint Folder & File Structures
How to Link SharePoint folders with OneDrive
Share SharePoint files or folders
OneDrive
Signing into OneDrive
How to Link SharePoint folders with OneDrive
How to reset OneDrive
What do the OneDrive icons mean?
Upload photos and files to OneDrive personal
Manage your files – OneDrive (work or school)
Share and sync – OneDrive (work or school)
Intro to OneDrive (work or school)
How to add an account in OneDrive
Install Microsoft 365 OneDrive
Best Practices for Creating SharePoint Folder & File Structures
Accessing Microsoft 365 OneDrive
  • Downloads
  • HealthyPC Help Centre
    • PassPortal FAQ
HealthyPC – Knowledgebase