Created on May 12, 2023
Tips on successful filing habits.
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Filing Systems 101
1Who Will Use this
2what am i filing
3how am I filing
4where am i filing
Tips for creating and maintaining an organized filing system
Determine who will be using the filing system and which documents they will be needing access to quickly.
Once you determine your categories and sub categories, decide how the files will be organized. Alphabetical, Numerical, Geographical, Chronological, or perhaps a combination.
Determine where your files will be stored. Consider the flow of your office or work area. Store files needed often close by, while others can be further and less easily accessible.
- Consistency is KEY
- Declutter regularly
- Create a "home" for each document
- Systems can change and grow
- Determine how to handle confidential documents
- Practice proper labeling
- Purge files annually
- Consider going paperless
Decide which categories and subcategories are needed for the type of documents you are filing.