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What is the proper way to file documents?

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What is the proper way to file documents?

There are 5 methods of filing:

  1. Filing by Subject/Category.
  2. Filing in Alphabetical order.
  3. Filing by Numbers/Numerical order.
  4. Filing by Places/Geographical order.
  5. Filing by Dates/Chronological order.

Which way should Files face?

But most people are using them incorrectly. A file should not be used in a “sawing” motion (pressed back-and-forth), but rather pushed forward then lifted off the work piece each time. The cutting teeth on a file are forward-facing, which means they work only when the file is moved in that direction.

How do you organize file cabinets alphabetically?

The general rule for filing alphabetically is to arrange items in order from A (first) to Z (last). Use increasingly specific information to distinguish between and order separate items.

Do papers go in front of or behind tabs?

My preference is to put file tabs on the front of the folder so I can grab them and drop papers in behind. But I have many clients who prefer tabs to be placed on the back of the folder so they can grab the file and place papers in front of it. Just pick one method and stick with it.

Do you file in front or behind the tab?

Make sure you put the tab at the front flap of the hanging file, not the back. This allows you to pull the file forward and open it, without a push pull motion. In addition, having the tab at the front prevents papers from sticking up and blocking the label.

How do I organize my file tabs?

Placement of tabs: Straight-line filing (with all tabs in a single file, to one side or the other) is best. If you stagger the tabs in a pattern (left – middle – right), you’ll always need to reset the tabs on all the folders if you insert a new folder or remove one. Straight-line filing alleviates that headache.

How do you organize files and folders?

These file management tips will help you keep your files accessible:

  1. Use the Default Installation Folders for Program Files.
  2. One Place for All Documents.
  3. Create Folders in a Logical Hierarchy.
  4. Nest Folders Within Folders.
  5. Follow the File Naming Conventions.
  6. Be Specific.
  7. File as You Go.
  8. Order Your Files for Your Convenience.

How do I label a file?

Label using Colors

  1. Color-coding would be great if you and the people using it respond well to colors.
  2. Assign one color to each label type.
  3. All files under each label type are tagged the corresponding assigned color.
  4. Examples using colors.