Articles

Filing Papers Step by Step

maksym-kaharlytskyi-Q9y3LRuuxmg-unsplash

Businesses are organizing at a more effective rate than ever before. Much of this increased consistency and quality in filing is due to the fact that papers can be converted and saved into digital forms, but filing processes for physical paper are also improving. Here’s a step-by-step guide to filing paper in a neat and streamlined way to ensure the organization stays consistent and up to date.

Gather Up the Paper

The first step to organizing your paper is gathering it together to be sorted and stored. The key here is very simple – don’t procrastinate! It’s tempting to sit on your hands and let your paper gather into more unmanageable stacks, but don’t fall into this trap. The best time to do something about your clutter is today, right now. Gather together every piece of paper in your office and pile it neatly into a stack. You should look all over for what you’re organizing, too. Don’t just gather paper from your desk, look all around your office.

Sort and Categorize

The next key is to avoid the temptation of reading over every single piece of paper you’ve collected. Instead, start the sorting process by identifying which papers are associated with a department or another component of the business. For example, you can organize the papers by departments, such as HR, sales, and development, or you can choose a different categorization method. However, you want to organize your papers, a method should be chosen, and you should read briefly over each one to get a sense of which category it belongs to. Giving a detailed read over each paper will only make the task more tedious and cost you time and energy.

Trash the Unnecessary Documents

Once you’ve organized your large pile into several smaller piles, you can comb through the small piles and ensure everything there is important and shouldn’t be trashed. Sorting through “necessary” vs. “unnecessary” will be made much easier now that you have separate piles. Obviously, throw out everything which is outdated or doesn’t sufficiently serve its purpose anymore, like old pieces of insurance or outdated developmental or sales strategies. It’s up to you to decide what’s old and what should still be kept, and you should be careful not to throw out anything of value.

Start Filing

Here’s where things get fun and easy. You’ve got individual stacks that are already categorized and the waste has been identified and made into a different, separate pile. If you already have a filing system set up, simply file your documents away using the system you know and like. If you don’t have one set up, you can create one easily with shelves you already have or you can buy new filing cabinets from an office store such as Office Depot. There are additional considerations you can make as well, like giving similar documents and files a color-coding system, labeling everything for clarity, and putting everything in one or two cabinets, and keeping them together, so everything is in the same place at once.

Shred Anything Unwanted

Your needed documents are now filed away and organized. You’re just about finished, but there’s still one more step you should take. You should shred any files you don’t need, in order to protect your data and ensure no one else looks over your documents. There are a variety of shredders you can use for the job if you don’t already have one. They’re affordable and get the job done in a streamlined and efficient way and can be bought at an office store. Make sure that all sensitive and proprietary information is removed from your documents when you shred them.

 

3SG Plus is a leader in the digital transformation industry. The experts at 3SG Plus provide transformative business solutions that streamline operations, reduce cost, and help organizations of all sizes across many verticals meet their strategic goals and revenue objectives. 3SG Plus innovative solutions enable businesses to create opportunities for growth, enhance security, reduce liability, and improve overall outcomes for employees and customers alike.

Share this post
Share on facebook
Share on twitter
Share on linkedin
Share on pinterest
Share on print
Share on email
Share on google

Related Posts

Favorites
Favorites

This is the heading

Lorem ipsum dolor sit amet consectetur adipiscing elit dolor

Capabilities Overview

Fill in the information below and we will send over our capabilities PDF.

Support Ticket

Fill Out The Fields Below

Please feel free to call us during normal business hours.

614.839.0250