Q&A for How to Establish an Office Filing System

Consider having an "Out" card (a large index card) in each folder for signing out files. The person taking the file must write his or her initials as well as the date on the card. This will allow you to track down lost or missing files.

Yes! The purpose of categorizing files is so that you can find them easily. If categorizing files according to subject is easier for you, then you should do it!

File the actual folder under insurance and put a sheet of paper in the "car" folder that says, "See 'insurance' file for car insurance information."

Under "T", then in alphabetical order by the name of the town: Town of Addis, Town of Ahoskie, and so on.

A filing system allows a business to keep track of important documents and find them quickly. It also helps the business to function smoothly and efficiently.

I put the most recent month first when I file, which allows me to see the most recent transactions first. You can set up your filing system in the way that's most convenient for you though.

The system can be adapted by having each person insert a place card or placeholder with their name on it. If they take a file, they can write the file name on the placeholder, leaving it in the removed file spot. This way, if and when another person needs that file, they can see that it was taken by "John Smith" and proceed from there. These place cards are a common office item and can be purchased from office supply stores.

A filing system allows a business to keep track of important documents and find them quickly and easily when they're needed. It ensures that the business functions smoothly and efficiently.

You should file by the client's last name.

First, you must decide the sorting order. If you're filing by first name, use W. If you're filing by last name, use J. Alternatively, file either under W or J and mention a cross reference to the other filing location.

Yes, numbers should go before the letter A.