Tips for a Foolproof Filing System

Written by Doris Donnerman (last updated February 4, 2021)

Whether you are at school, work, church or at home, you are going to find yourself eventually needing to do some type of filing. Most people simply put their papers, records, warranties, or whatnot wherever, or however they may. This typically means that things get lost or thrown away—including important things you later need. There are a few simple steps that anyone can use when setting up their own foolproof filing system.

  1. Where to start. Before starting your filing system, there are a few things that you need to ask yourself. Is this system for storage only? Is it going to be accessed regularly? What is the purpose of the system that you are setting up? As you are deciding the answers to these questions, you should write the answers down so that you can start obtaining your supplies.
  2. Select style. There are many types of filing systems out there that you are going to hear about. Personally, what you need to do is decide on what is going to work the best for your needs. Out of all the styles available, I would personally recommend that you use a combination of an alphabetical and color-coded system. By doing this you can quickly access different "themes" for your files, as well as finding the information in each "theme" quickly. I would suggest choosing no more than five colors for your system. When you purchase your supplies, choose either colored tabs or folders that are going to match and fit within your system.
  3. Organize your papers. Once you decide on the type of filing system to use, you are going to have to go through your papers and separate and sort through them. Do this by simply starting as generally as possible and working towards as specific of information as possible. For example, have a section for finances, with subsections for things such as current financial statements, pay stubs, bills, and so forth.
  4. Maintain your system. No filing system is ever going to work without maintaining it. You are going to need to choose a specific day each month, at a minimum, for filing your paperwork. If you cannot do your filing on a daily basis, then one suggestion that you need to do is keep a file or envelope for those papers that are going to need further filing later on. By using something like this, you can keep an organized system in place and properly maintained.

Author Bio

Doris Donnerman

Doris is a jack of all trades, writing on a variety of topics. Her articles have helped enlighten and entertain thousands over the years. ...

MORE FROM DORIS

Whitening Tobacco-Stained Whites

As any current or ex-smoker can tell you, few things are more difficult than removing tobacco stains from clothing. How ...

Discover More

Perfect Sunday Roast Dinner

Sunday dinners are delicious, and you need good Sunday dinner recipes on hand. Here is a recipe for a great roast that ...

Discover More

Photo Cleaning

One of the great things about photos is that they can help us remember and re-experience many of the greatest moments of ...

Discover More

Cordless, Compact, and Powerful! DeWalt's 18-volt drill-driver kit packs a big punch in a small package, with a powerful high-performance motor tucked away inside a compact design. A great addition to the tool chest of any professional or DIYer! Check out DeWalt 18-Volt Drill/Driver Kit today!

More Organizing Tips

Organizing Expenses

Knowing how to organize your expenses is becoming more and more important as time goes by. It doesn't matter if it is ...

Discover More

Filing Systems

Although records come in all formats, general filing rules will apply to each of them. It is important to decide on which ...

Discover More

Online Filing

Recently there has been a shift towards online filing, also known as cloud filing. Often times this means that you no ...

Discover More
Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] (all 7 characters, in the sequence shown) in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is two more than 7?

There are currently no comments for this tip. (Be the first to leave your comment—just use the simple form above!)