If I File It, Will I Find It Again

Every so often, it's a good idea to ask yourself whether your filing system holds up to your demands.
Are you able to retrieve records and documents quickly (in 30 seconds or less) or do you spend
frustrating hours searching. Or do you have piles of paper around your office because you don't know
where to file them.
First, let's identify that there are two types of files - active files that hold resource materials which are
regularly referred to for information; and permanent files which are rarely referred to but contain
records we are required or wish to retain, such as tax and legal records, old customer and order files.
Active filing systems do not include permanent records. They take up valuable space and are referred
to only rarely, if ever. It is best to archive these records separately in boxes (clearly marked, of course)
or file storage containers in an area that is accessible but out of the way. Which of these records
should you keep and which can you trash? Best check with your CPA or accountant first.
Every day filing systems contain only those records and documents referred to on a regular basis to
retrieve information necessary for running a business.
Here are a few tips for maintaining an efficient active filing system: 1. Base filing on retrieval, not
storage. Instead of asking yourself, "Where should I file this?" ask yourself, "Where would I look for
this if I need it?" Then label the file accordingly.
2. Consistently insert new papers into the front of the file folder. When purging files, start from the
back where the oldest documents are.
3. Purge files annually. You will be able to find needed items quicker and will save on storage space.
4. Use color coding for easy, quick identification. Office supply stores have all kinds of files and labels
to do this.
5. Always name files and alphabetize into your system by file name. A to Z files only work for
customers, vendors, accounts payable and receivable.
A well organized filing system frees your mind of that nagging worry - will I be able to find it if I need
it? You always will.
©2001 Carol Halsey
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Carol Halsey is Founder of Business Organizing Solutions. She is a professional organizer,
consultant, speaker, and author. You can get organizing articles, ideas and a free Idea Kit, filled with
simple tips for saving time, simply by visiting her web site: http://www.PilestoFiles.com . Also her
special report, How to Make a Simple, Easy Filing System.