We hear a lot of complaints when it comes to filing paperwork--and we're not excluded from the rabble rousers either. It's boring and paper takes a while to process--especially if you let the piles build up. But we're suggesting keeping it simple with a couple filing tips...
When you're creating a filing system or reworking one you've already got, you want to keep it as simple as possible. Our first rule is to never overdo it when it comes to organizing--too many systems equals confusion and ultimately defeat. To circumvent this hurdle we've come up with a few tips to make filing easy.
- Overdoing File Folders
We've seen quite a few clients make their system hard to navigate by using a regular file folder and putting it inside of a hanging file folder. Not only does this create more paper in your filing system leaving you with little room to maneuver, you end up losing your important papers because they get lost in the multitude of folders within folders you've set up.
- Use Generic Labels
Instead of having 5 different folders for each credit card (ie; Citibank, Wamu, etc) use the generic name "Credit Cards" for that particular file folder. Because we only ever retrieve 20% of what we file, chances are you won't ever have to go looking for your statements again. By making categories generic, we've created less work on the front end (meaning your filing gets done) and more work on the back end. But since we probably won't need to go looking for the paperwork again, that's a small chance we're willing to take.
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