What Are The 7 Steps To Organize A Home Filing System?

What are the two most common filing techniques?

There are 2 main methods of filing, which are Loose Leaf method and secondly, the Collective method.

Documents are filed individually in a normal file, holes are punched in the documents and then they are filed..

What is the best way to organize papers?

10 Best Tips for Organizing Paper ClutterDevise a color-coded filing system. … Use your mobile phone. … Go paperless with electronic bills. … Skip junk mail altogether. … Recycle paper clutter for good use. … Consolidate with binders. … Keep paper out of the way with an organization system. … Make a date with paper.More items…•

What are the 3 types of filing systems?

Types of Filing Systems Filing and classification systems fall into three main types: alphabetical, numeric and alphanumeric. Each of these types of filing systems has advantages and disadvantages, depending on the information being filed and classified.

What is the most common filing system?

The most common filing systems are easy to implement and provide a means of effective file management.Alphabetic Filing. Alphabetic filing is the most common filing system for less than 5,000 records. … Numeric Filing. … Alpha -numeric Filing. … Paperless Filing Systems.

Should I keep old bills?

Most experts suggest that you can shred many other documents sooner than seven years. After paying credit card or utility bills, shred them immediately. … After one year, shred bank statements, pay stubs, and medical bills (unless you have an unresolved insurance dispute).

How do you organize your bills and emails?

Whether it’s a table in the entryway, a desk in an office or a space in the kitchen, designate an area for organizing mail. Give yourself plenty of room to set up stacking trays or baskets to act as a mail sorter. You can even use wall-mounted organizers.

How do I organize my home filing system?

InstructionsGather All of Your Papers in 1 Spot. … Separate Your Papers Into 5 Categories. … Discard Documents You Don’t Need. … Organize the Archive File. … Arrange the Household File. … Set Up the Action File.

How do I organize my personal files?

Follow these steps to keep track of all of your files at all times.Decide Which Filing System Will Work for You. … Choose a File Naming System—Be Consistent. … Separate Personal and Corporate Files. … Organize Files into a Hierarchy of Folders. … Get Rid of the Clutter—Keep No Unnecessary Files.

What are the 5 basic filing systems?

Include why each step (conditioning, releasing, indexing, etc.) is important. (See Chapter 14, pages 255–256 of your text). The five basic filing steps are conditioning, releasing, indexing and coding, sorting, and storing and filing. Conditioning is essentially prepping the paperwork to be filed.

What is manual filing system?

A manual filing system is “a structured set of personal data that are accessible according to certain criteria.”

What is the best way to organize a shared drive?

Best Practices for Shared File OrganizationSkip local storage. … Spend some time designing and testing your file and folder structure. … Use Final, Draft, and Archive folders or software with built-in version control. … Create a standard file/folder naming convention. … Templates are your new best friend.

What are the steps in filing system?

7 Important Steps in Office Filing ProcedureOrder to File. All documents need not be filed because all papers are not equally important. … Preparation. In preparing the record filing, the record clerk should read the paper and ascertain its filing classification. … Sorting and Filing. … Follow up Slip. … Retrieval. … Transfer Files. … Retention.

What papers should you keep and for how long?

Keep forever. Records such as birth and death certificates, marriage licenses, divorce decrees, Social Security cards, and military discharge papers should be kept indefinitely.

What is modern filing system?

In this system, papers are chronologically placed one upon another in a flat or sleeping position in the file. For the easy identification of files, they are classified into alphabetical, numerical, geographical and subject bases.

What is a direct filing system?

Direct Filing System. A filing system in which materials can be located without consulting an intermediary source of reference. Gleaned. Gathered bit by bit (e.g. information or material); picked over in search of relevant material. Indirect Filing System.