![]() ![]() In some ways, the process of organizing a filing cabinet is like making a plan for a future trip. You’re not just organizing files for the sheer fun of it…you’re organizing files so that you may refer to them in future. You round up your papers, place them into manila file folders, slide those folders into hanging files, and then drop the lot into your cabinet.Īctually, there’s a lot more to organizing a filing cabinet than you may think! Organizing a filing cabinet seems like it should be a relatively simple organization project. Using these tips as a guideline will help keep you on track as you organize your papers and documents in a way that makes all of those important papers easy to find when you need them.Do you need help organizing a filing cabinet in your home or office?Īre you wondering how you should store all of your files and documents? Maybe you need to move a few things around or add or remove a category. The most successfully organized papers and documents are organized ina way that works for your life.Īs you are going through this challenge, take note of anything that seems off or doesn’t belong to you. You will find a full list of what to put in each important document category in this week’s home organizing challenge printable checklist. To make your life simpler, you can get your copy of the Home Management Binder to organize everything in one place. Bills – keep a copy of all of your service providers and keep them here for when you need to reference them.Credit cards – For this section, you will want to make a copy of all of your credit cards, front and back, and keep a copy.Medical & Dental – This category will hold:.Keep the latest policy agreement sent by your providers. ![]() Money/taxes/property – in this section you will keep paperwork, such as:.Permanent documents – Items to include in this section are documents, such as:.Let’s see what files go under what category. Under each of the five larger document categories, we have all of the files that you created when you were organizing and sorting earlier. For our purposes, we will break the file categories into five as we organize your papers: We are going to go through how to organize the categories of the files that you created. Deep dive: How to Organize Your Document Categories Finally, choose a place to keep your fireproof box somewhere that it is easy to get to in an emergency. Print this list and keep it inside your firebox.Ħ. The next step is to record, organize, and keep your documents safe. ![]() You can label them as you go using post-it notes and then replace them with file labels.ĥ. Place all of your documents into the designated files you have created. Next, scan all of your important documents and save them to both a dedicated pen drive and on the cloud.Ĥ. Here are the most popular categories you can use:ģ. ![]() Create files for each category you create. Now you will start organizing your papers.
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