Here are three simple filing guidelines that can help:
1. Categorizing
A filing system is only effective if you can find everything you need when you need it - without a fight. And all good filing systems have many different types of papers Its title will be in the main category or subcategory.
For example, could be a Financial category for the MAIN category, and the some sub-categories within Financial may be: – Savings – Checking – Money Market
In your filing cabinet, you should make your main categories always hanging folders with a tab. Your sub category must be labeled Manila file folder inside the appropiate main category hanging folder.
2. Basic filing systems
In most cases, people choose to use one or a combination of basic filing systems:
In alphabetical order (A, B, C, D, etc)
Numeric (1, 2, 3, 4, etc)
Chronological (January, February, March, April, etc)
Whatever you use, depends on what you use. For example, if you need to keep files of all its customers (or employees, friends, etc), alphabetically by last name usually works best.
For the sequential number of cases or projects that are numbered, a numerical system would probably be the best solution.
If necessary for you to find things of the day, your choice can then chronologically.
Some very creative and use a combination of these systems. For example, you may want your main categories to be chronological, but for sub-categories to be alphabetical.
3. Labeling
If a file is not properly labeled, it is not going quick and easy to find:
Always write your subject on the tab of the file folder, close to the top of the folder so you can easily see when you look through their files.
Use a medium point, black marker for labeling files. Print, don’t use script.
Using a few words as possible on the tap