Organizing Documents

by Lee Wyatt
(last updated February 25, 2016)

1

Organizing documents, while a fairly easy task, is something that will take some time. So before beginning, be sure that you set aside enough time to be able to properly do the job. Follow these simple step-by-step instructions and you will have no problems being able to bring your rampaging documents under control once again.

  1. Gather. Begin organizing by gathering together all documents, papers, and letters that you may need organized into one location. It will be much easier, after all, to organize your documents if they are all in one room where you have them readily at hand. Once you have your documentation together, get a trash can or a few trash bags so that you can discard any paperwork that you no longer need.
  2. Separate. Go through all of your documents and separate them into distinct piles and groupings for later filing. For business documents, it is good to keep things like tax filings separate from monthly bills, payroll, and so on. Family documentation can be separated into different piles according to person and importance of the documentation. An example of this would be to have all your birth certificates in one pile, passports in another, and letters that you wish to keep in another. While these are just suggestions, the best way to separate the paperwork is to use whatever method makes the most sense to you.
  3. Discard. As you go through your documents pay special attention to what may be extraneous or unneeded. Anything that you do not need should be thrown away. If you have one on hand you should use a shredder to properly dispose of any sensitive information, like tax returns that are older than seven years or expired driver's licenses.
  4. System. It is time to actually begin implementing your system. There are all kinds of different filing systems that you can choose from. One of the things that you absolutely need to have is a filing cabinet so that you store your documents. Some examples of systems that you can use to organize your documents would be to sort everything alphabetically by subject, or by person, or even chronologically. One strong recommendation is to store all vital documents (such as birth certificates, deeds, or passports) in a fireproof safe or lockbox.
  5. Maintain. Once you have start your organization system, you need to maintain it. If you do not, then you will find yourself having to repeat the process again in a few months.

Author Bio

Lee Wyatt

Contributor of numerous Tips.Net articles, Lee Wyatt is quickly becoming a regular "Jack of all trades." He is currently an independent contractor specializing in writing and editing. Contact him today for all of your writing and editing needs! Click here to contact. ...

MORE FROM LEE

Removing Car Grease From Clothes

Whether you like working on cars as a hobby, do it for a living, or simply need to conduct some kind of roadside repair, ...

Discover More

Cleaning Tile Grout

Cleaning grout properly is an absolute necessity when it comes time to reseal your grouting. Why not save time and money ...

Discover More

Making the Most of Space under Stairs

One of the most underutilized areas in any home is the space under stairs. Instead of letting this valuable space go to ...

Discover More

MAX Power! A powerful lithium-ion drill/driver that delivers 0-to-650 RPM and 115 inches-per-pound of torque in a lightweight, easy-to-use package. An anti-slip soft grip and LED worklight makes this tool a delight to use. Check out Black & Decker 20-Volt Cordless Drill/Driver today!

More Organizing Tips

Filing Software

Filing software can be a huge help to you whether you run a business, or simply have a large hobby that needs some ...

Discover More

Filing Equipment

Reps, entrepreneurs, consultants often spend more time driving to meetings, visiting clients and attending or presenting ...

Discover More

Organizing Birthday Cards

Tired of being embarrassed about sending birthday cards late, that is if you can even find them? Read on to find a simple ...

Discover More
Subscribe

FREE SERVICE: Receive an e-mail several times each week with a featured organizational tip. Enter your address and click "Subscribe."

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}] 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 seven minus 2?

2015-04-02 13:44:27

Sharon

What I would REALLY like a an example list of digital files that I should set up. I have a scanner but don't know what to do with the scanned documents. I was told to set them up just like I did my paper files--the problem is I didn't have a paper system.


Subscribe

FREE SERVICE: Receive an e-mail several times each week with a featured organizational tip. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)