My Document Processing Workflow

Do you have a workflow when you find a new document? If you don’t, I will share one you can use. Here are some steps you can follow once you find a document online.

Step 1: Download the image

Generally, there is an option on genealogy sites to download images. On Ancestry, you can click on the tool icon, which is on the right side of your screen once you view the image in full screen, then select "download".

Step 2: Name It

If you have already established your naming convention for your digital files, you can use that. If you haven’t already, you can use mine. My naming strategy is Year State Name of Record - Ancestor Name.jpg

Step 3: File it

Select the file in which you want to put the document in.

Step 4: Attach images to your genealogy software program

First, add a fact and details (which may include notes) to the person(s) the document mentions. Then import images into the person's media album. Add a caption, description, and date to the document.

Step 5: Create a source citation

I use RootsMagic 7, so the process will differ if you have a different genealogy program. Click on the source button, and choose create a new source or cite an existing source. Then fill in the details to create the citation.

Step 6: Tag It

I usually tag a document as an event. Select the event(s) the document corresponds to. Then, in the comment section, I write a few key details about the document.

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