The hardest part in having a proper,
functioning filing system is developing the groundwork. It's easy
enough to conceive a system, but unless it is ideal for your office
and without the right supplies and storage options, it won't work. A
good system not only gets the job done, it is simple, logical and
effortless enough that you'll stick with it. The first step is making
sure the right folders are in the right place every time.
The first thing to determine is how
often files need to be retrieved. This can help determine whether an
end tab or top tab system is right for you. Either way, this guide
can help you find the folders you need. End tab filing systems stack
on a shelf along the wall, making both the folders and their labels
readily visible for everybody to access. These are perfect for
reception areas, particularly at clinics or offices where all
employees need to pull client files quickly.
Files that aren't recalled as often
should go into hanging file systems. These are top tab folders that
hang on rails built into most cabinets and pedestal files. Files
meant for one employee or a household should go into a pedestal file
that fits under the desk (frames are available for drawers without
rails). General company files that everybody may need access to or
that accumulate over time should go into a central filing cabinet.
Vertical filing cabinets take up less
space but are harder to retrieve files- use these for archives that
won't need to be recalled often. Since lateral files keep all files
closer to the floor and are filed from side to side, they are easier
to retrieve and should be used with items that are more likely to be
needed again. While large stacks in a single folder may defeat the
purpose of organizing papers, use box bottom folders when it's
necessary. Box Bottom folders are reinforced at the bottom and will
support more weight.
Files that a single user will refer to
frequently shouldn't be stuffed into a cabinet at all, but that
doesn't mean they can't be organized. Desktop file sorters or frames
keep top-tab folders straight on the desk. Using hanging files here
will make it even easier if these folders will eventually find their
way into a cabinet.
With any of these options, labels are
vital. Find hanging file folders that include tabs and inserts to
keep them properly identified, while both top-tab and end-tab systems
can benefit from color coded labels that make the right type of file
easy to spot.