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3 Simple Filing Guidelines

By Maria Gracia

 

 

 

One of the most basic ways to find papers when you need them is to retrieve them from an effective filing system. A good filing system will allow you to find what you're looking for in 10 seconds or less.

Here are 3 simple filing guidelines that can help:

CATEGORIZING.
A filing system is only effective, if you can find everything you need, when you need it--without a struggle. And all good filing systems have different categories of papers. Your papers are either going to fall into a MAIN category, or a SUB-category.

For example, a main category might be FINANCIAL. Some sub-categories within Financial, may be:

Savings Account

Checking Account

Money Market Account

In your filing cabinet, your main categories should always be hanging file folders with a labeled tab. Your sub-categories should be labeled manila file folders inside the appropriate main category hanging folder.

BASIC FILING SYSTEMS.
For the most part, people choose to use one, or a combination of, these basic filing systems:

Alphabetical (A, B, C, D, etc.)

Numerical (1, 2, 3, 4, etc.)

Chronological (Jan, Feb, Mar, Apr, etc.)

The one you use, depends on what you're using it for. For example, if you need to keep files for all of your customers (or associates, friends, etc.), alphabetical by last name usually will work best.

For sequential case numbers or projects that are numbered, a numerical system would probably work best.

If it is necessary for you to find things by date, then chronological may be your choice.

Some people get really creative and use a combination of these systems. For example, you may want your main categories to be chronological, but the sub-categories inside to be alphabetical.

LABELING.
If a file isn't labeled properly, it's not going to be quick and easy to find:

Always write your subject on the tab of the file folder, close to the top of the tab, so you can easily see it when you're looking through your files.

Use a medium point, black marker to label your files. Print; don't use script.

Use as few words as possible on the tab.

About the Author: Maria Gracia, owner of www.getorganizednow.com and author of the book, 'Finally Organized, Finally Free' can help you organize your home, your office and your life.

Get Organized Now! FREE Idea-Pak and E-zine filled with tips, ideas, articles and more to help you organize your home, your office and your life at the Get Organized Now! Web site!

getorgnow@wi.rr.com

 

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Organizing Your Office By Task
How To Stem The Tide Of Business Cards
Six Steps To Freedom from Paper Clutter
Getting Organized Means More Than Having A Clean Desk
Filing: How To Find What You Need When You Need It
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1-2-3 Sort
Conquer Desktop Clutter with Action Files
Conquer Your Desk Clutter with a Tickler File
Create A Working Mail Center
How to Prevent Piles of Paper!
Digging out of Paper Clutter - part 1
Digging out of Paper Clutter - part 2
Just How Organized Are You? Take This Quiz For Individuals
Turn Your Filing System into a "Finding System"
The Papers You Can Find May Make a Difference!
3 Simple Filing Guidelines
Create A Filing System That Works For You
Letting Go of Clutter In Your Office
Simple Ideas to Conquer Paper Clutter
Files vs Piles
Get Organized -- Every Home Needs An Office
How Long Do I Need to Keep This? - A Guide to Receipts, Statements and Financial Clutter at Home
How To Organize Your Paperwork
How To Create An Organized Filing System
9 Common Home Filing System Mistakes and Their Solutions
Give Your Filing System a Good Home

 

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