First…make sure you have a good quality, full suspension file cabinet, with enough space to hold all of your files.
To Begin
Use separate filing drawers for business and personal files.
Use 5-tab, letter size hanging file folders and 3-tab manila file folders to go inside.
Use headers and sub-headers to divide the files into categories.
Name the files the way you think of them.
Label the tabs well.
File alphabetically if that works for you, otherwise file by category.
To save space, open and unfold documents (bank statements, stock reports, etc).
Staple documents, do not paperclip them.
To Maintain
Regularly weed out old files.
Only current files should be in your file cabinet. Keep long term, archival files in a cardboard or plastic box and put away. Date and label the box.
For a complete list on managing your paperwork, please email us at organizingboston@yahoo.com
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