How to create an active filing system.
Create an active day-to-day filing system for correspondence and papers that come in every day.
Make sure every paper you handle goes into one of the categories to keep your desk neat, and purge documents as soon as you don’t need them anymore.
Daily paper categories.
- Mail: daily incoming mail.
- To 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, according to your routine and needs.
Every paper needs a place.
A simple active filing system helps prevent papers from piling up and makes it easier to know what needs attention, what is pending and what is ready to be filed.
- Read
- Pending
- To File
- Respond Back
A-Z easy find filing system.
Sort, categorize, digitize and file your important papers in a way that is simple to maintain.
Some people prefer to keep their papers in binders using different types of categories, including by name, by month or by year.
If you need assistance getting your papers in order or keeping them organized, I’ll be happy to help.
Documents and information you may need to organize.
Home Records
Household appliances, electronics, maintenance, warranties and related documents.
General Records
Auto care, maintenance, auto insurance, home insurance and other general records.
Kids’ Records
Birth certificates, passports, medical records, school papers, arts, crafts and memorabilia.
Personal Records
Insurance, medical information, emergency contacts, correspondence and personal documents.
Financial, taxes, vendors and more.
Business documents, financial records, tax papers, vendor information and other important files can also be organized into a system that is easier to access and maintain.
Documents & Information Management
I’ve helped several companies and individuals get their documents and information management in order, including clutter control, compliance and paper flow management.
A good system helps reduce stress, save time and make important information easier to find when you need it.