Paper Management – Part 2: Filing
Having a filing system that works for you is key to keeping those surfaces uncluttered.
Let’s start with setting up a desktop file or action file. This is where most of the current incoming paperwork will probably land. The concept is that each piece of paper requires an action even if that action is to throw it away. Your files will separate the papers by the action required. Likely file headings are “Pay”, ” Do”, “Contact”, “Pending”, “Read”, “File”. If you take all the paper that has come in this week, it should fit into one of the files. If you have something that does not fit there, ask yourself, “What action is necessary?” and make another file. The goal is to have no loose papers on any surfaces.
I usually have some projects that I am working on. These generate paper. I may have some research, a draft, or ideas for the projects. I use project bins for this type of paper. When I am working on the project, I pull out the papers and when my work time is up, I shove the papers back into the bin.
Then there are the other bits of paper we might keep that don’t fit into those categories. I have envelopes in my desk drawer for receipts that I need to keep. I have a plastic envelope in the kitchen for coupons I might use. I have files near my cookbooks for recipes. I have some files in my bookcase for special interests (exercise, landscaping, decorating).
I also have a file where I store all house related information, warranties and directions for household items.
Then we also have our permanent basic files where we keep our financial papers, insurance, vital records, medical records, tax papers and so forth. We also have files for archival papers such as past taxes, old property sales, bank records, military paperwork, or any paperwork that we rarely need but want to find if necessary. Archival files do not have to be handy so they can be stored in the top of a closet or in the attic.
The purpose of files is to keep paper from stacking up and to make paperwork easy to locate. The files should be easy to use and access or you will find yourself laying down that paper “just for now.”
Start with your most recent stacks of paper and see what action you need to take. Soon you will enjoy your open spaces on your surfaces that were once covered in paper.
Jonda S. Beattie Professional Organizer