9/10/2023 0 Comments Tips to keep folders tidy![]() ![]() ![]() Step three : How to Storage the Paper DocumentsĪfter the paper documents are sorted they should be classified according to the categories of the documents. Pack it in a plastic file bag to prevent folding or fraying. Important documents such as birth certificates, death certificates, marriage certificates, and wills should be kept for a long time, and they should be kept in a dry environment to prevent moisture return. If you have family or personal income tax certificates, keep them for as long as possible unless you are sure they have no use. However, for expired policies or old policies that have been replaced, there is no preservation value, and can be thrown away. Insurance policies are generally very important and need to be kept for a long time. Sensitive information, remember to shred it. Except for deposit slips that need to be kept, other documents can be destroyed after verification. Set the categories in detail, which should not only include all the files recorded but also considered the files added in the future.For example bills, family, health, work/business, education, etc.īanks will produce many documents, such as account opening agreements, credit card statements, deposit slips, and withdrawal slips. 1.2 Set file classificationĪccording to the file information you have clarified in the previous step, set the file category, and then each category has a folder. If a document has a lot of content and contains a lot of information, please indicate it next to it. You can take a pen and write it down on paper while looking at it.įor example, you can record grocery store receipts as "living expenses". 1.1 Check and record paper filesįirst of all, you need to go through all the files one by one, determine the type of the file, and classify it. Document classification, will make you find your available required resource fast, simply at any time. It will improve your work efficiency after the classification of your documents to be away from turmoil, and a revolving world and make a tidy, refreshing office environment. Here are only 4 steps to help you effectively organize your paper files. ![]() In fact, as long as we formulate a tidying plan and adopt some scientific tidying and storage methods, we can quickly and effectively tidy up and store them, which is much easier than imagined. ![]()
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