HOW TO CREATE AN ACTIVE FILING SYSTEM
Create an Active day to day filling system for Correspondente that comes in everyday for example:
Mail – Daily Incoming MailTo
Read – Papers that need to be reviewed.
Pending – Waiting to hear back or Take Action
To File – Papers that have been reviewed and are ready to file
To Respond Back – Papers you need to handle with a call or email
and so on…..
Make sure every paper you handle goes into one of those categories to keep your Desk neat.
Purge documents as soon as you don’t need them anymore.
CREATE A FILLING SYSTEM
A-Z EASY FIND FILING SYSTEM!
Sort, Categorize, Digitize and File
HOME RECORDS – Household Appliances, Electronics, Maintenance, Warranties, Etc.
GENERAL – Auto Care and Maintenance, Insurance ( Auto/Home)
KID’S RECORDS – Birth Certificates, Passportes, Medical, School, Arts & Crafts, Memorabilia, Etc.
PERSONAL RECORDS – Insurance – Medical Info, Emergency Contacts, Correspondente, etc.
BUSINESS – Financial – Taxes – Vendors – Etc.
Some people prefer to keep their papers in Binders using different types of categories including by name or monthly and by year.
If you need assistance getting your papers in order or keeping them organized I’ll be happy to help.
I’ve helped several Companies and Individuals get their Documents and Information Management in order including Clutter Control, Compliance and Paper Flow Management.
For more information check the Menu above or contact me at
Email: gracesantoshelp@gmail.com
Phone: 310-913-5324