What are the categories for filing?

What are the categories for filing?

Now it’s time to sort all of your paperwork. Each document will go into one of these five categories: action, archive, household, recycle, and shred. Here’s what to put into each of these categories: Action: These are the papers you need to take action on and then discard.

What files should I have in my filing cabinet?

The types of paper I am talking about most specifically are:

• Personal Documents.
• Financial Records.
• Medical Records.
• House/Home Documents.
• School or Kids Papers.
• Sentimental Papers.

What are filing categories for a small business?

Paper Filing Systems. The number of folders or binders you need will depend on how many transactions your business carries out.

How do you categorize home files?

Suggested Home File Categories For Organized Filing System

1. Medical file for each family member.
2. Home maintenance file, with receipts of major expenditures.
3. Real estate documents.
4. Insurance policies (create a file for each one, and label each year’s policy separately, to know what years you were covered with what policies)

How do you organize your office filing system?

Office Filing Tips Quick Search:

1. Color Code.
2. Digitize.
3. Set an expiration date.
4. Divide and conquer.
5. Organize files on the walls.
6. Organize by importance.
7. Plan to organize on a regular basis.
8. Separate ongoing work from completed work.

How do you organize company files?

Here are a few tips and best practices to help you do this:

1. Store documents in a shared location, NOT on your personal computer.
2. Don’t mix business and personal files.
3. Group by category.
4. Group by date.
5. Don’t be afraid of subfolders.
6. Use Final, Draft and Archive folders.
7. Use good file naming conventions.
8. Create folder templates.

How do you organize your business files?

How do you categorize folders?

To sort files, open the folder containing all the files you’d like to organize, right-click within the folder, select Sort by, and then select how you want to sort the files: by name, date, type, size, or tags. Then it’s easier to organize computer files from a certain time range.

How do you organize by category?

Quick Steps

1. Sort your belongings into broad categories (make a pile for each category).
2. Bring similar categories together.
3. Move each pile into the room that you are most likely to store them in.
4. Divide each pile into sub-categories.
5. Choose appropriate storage units for each category.

How to organize filing cabinets?

Make a list of files. Now, comes the actual work of organizing filing cabinets. The first step to start with the organization of your filing cabinet is to create a list of files that will be stored within the cabinet.

Is Your Home Office filing cabinet overflowing?

Files have a funny way of multiplying. If your home office filing cabinet is overflowing – then consider creating some file cabinet organization categories to keep things under control. However, before you begin, it is a good idea to make a plan. The first thing you need to do is figure out how many file drawers you have available.

Which is an example of a bill filing cabinet?

Example 1 – If you are organizing a filing cabinet for household bills, your list will include – Cable Bill, Gas Bill, Electric Bill, Telephone Bill, Water Bill, and so on.

How should you organize your business files?

At home, you can more freely organize your files since you won’t have as many cabinets, drawers, and folders as a large business might. Consider organizing your files based on the rooms in your home, the members of your family, priority/urgency, or by frequency of use.