Table of Contents
10 File Management Tips to Keep Your Electronic Files Organized Organization Is the Key to Electronic File Management. Use the Default Installation Folders for Program Files. One Place for All Documents. Create Folders in a Logical Hierarchy. Nest Folders Within Folders. Follow the File Naming Conventions. Be Specific.
What is the best way to organize paperwork at home?
Designate a cabinet or closet for organizing paperwork away from your main desk area. Lidded file boxes and stacked drawers make it easy to keep each family member’s papers and school projects contained in a tidy manner. Attach labels to the front of each drawer or bin so each person knows which spot is theirs.
How do you organize years of paperwork?
Simply organize your documentation (receipts, medical forms, etc.) in file folders by year. Then place the folders in sequential order in your file. Make sure to label the box or drawer that holds your tax information, so that you can go back to it.
What are the 7 steps to organize a home filing system?
7 Steps to Organizing Your Papers Like a Pro Step 1: Determine Where Your Papers Should be Stored. Step 2: Purge Your Existing File System. Step 3: Collect all your loose papers. Step 4: Gather Filing Supplies. Step 5: Sort & Label. Step 6: Handling the Action Papers. Step 7: Weed out & Maintain.
What are the 5 basic filing systems?
There are 5 methods of filing: Filing by Subject/Category. Filing in Alphabetical order. Filing by Numbers/Numerical order. Filing by Places/Geographical order. Filing by Dates/Chronological order.
How do I organize my bills and papers?
How To Organize Important Papers And Bills Step 1: Categorize All Your Papers And Incoming Mail. Step 2: Make A Plan. Step 3: Sort Paper Per Topic. Step 4: Archiving Magazines And Newspapers. Step 5: Organizing Newly Arrived Mail. Step 6: Schedule And Plan.
What are the 3 types of filing systems?
Filing and classification systems fall into three main types: alphabetical, numeric and alphanumeric. Each of these types of filing systems has advantages and disadvantages, depending on the information being filed and classified.
What is the most essential part of organizing file and folders?
Name your files and folders strategically One of our goals for organizing our files is “Easy to Find.” A key way to accomplish this is by putting some thought into how you name your folders and files. It doesn’t have to be anything complicated.
How do you file correctly?
Effective File Management Avoid saving unnecessary documents. Follow a consistent method for naming your files and folders. Store related documents together, whatever their type. Separate ongoing work from completed work. Avoid overfilling folders. Organize documents by date. Make digital copies of paper documents.
What is the most efficient filing system?
Folders. Folders are a great option if you need to keep bigger categories of paperwork separate like ‘Office’ and ‘Home’ that you don’t want mixed together in a filing cabinet or expanding file. You can buy folders in almost any shape and size and there are some very handy inserts available for most types of folders.
What is the most common filing system?
Alphabetic systems are the most natural and common method of arranging files. However, even the simplest alphabetic system requires establishing, filing standards, including written filing procedures, cross-reference methods, and practices for filing duplicate name changes, etc.
What paperwork should you keep?
To be on the safe side, McBride says to keep all tax records for at least seven years. Keep forever. Records such as birth and death certificates, marriage licenses, divorce decrees, Social Security cards, and military discharge papers should be kept indefinitely.
What are the six basic filing methods?
Filing Methods: Alphabetical, Numerical, geographical, chronological and subject wise Bases of classification of files. Alphabetical classification. Advantages. Disadvantages. Advantages. Disadvantages. Advantages. Disadvantages.
What are the 10 rules in alphabetic filing system?
Terms in this set (13) 1)Sequential order. Name divided into 3 units. Unit one(Key unit) Last name. Unit # two. First name. Unit # three. Middle name or initials. 2)Miscellaneous words & symbols. Prepositions,conjunctions,articles & symbols considered separate. 3)Punctuation. Initials & abbreviations. 5)Titles.
How do I label a file?
Label using Colors Color-coding would be great if you and the people using it respond well to colors. Assign one color to each label type. All files under each label type are tagged the corresponding assigned color. Examples using colors.
What is the most important thing you should avoid when you store files and folders?
You should avoid storing files and folders on the desktop of your computer. If your computer crashes, all of the files and folders on the desktop are lost, and it is often impossible to recover them.
Do you file in front or behind the letter?
Use the “nothing before something” rule. File all articles beginning with that letter of the alphabet behind or after the letter itself, since there is nothing after just one letter of the alphabet. Always start filing from the front, i.e. the first page in a binder or the closest to you in a filing cabinet.
What is manual filing system?
1. The traditional submission method “either by hand or typewriter. Taxpayers usually perform complex calculations using mental arithmetic or calculator, and then the return is delivered to the tax agency through the postal service or in person ( Fu, Farn, & Chao, 2006 ).
What does a good filing system look like?
A good filing system should possess different qualities such as simplicity, economy, flexibility, safety, compactness, accessibility etc. Simplicity is the first quality of a proper filing system. A good filing system should be simple to operate. It should be easy to understand by employees.
