Filing tips

A filing system is critical to staying organized. There are several systems that work, find the one that works best for you. Below is an effective system I use with many of my clients.

Start out by creating categories that work for you, use the plastic tabs for each category. For example, you can start off with these:

• Automobile
• Credit Cards
• Banking  

Behind each category create file names. Do not use plastic tabs for the file name, instead use the file folder tab. This is how the system  works:

Automobile (use plastic tab)

• Insurance (file folder tab)
• Parking violations (file folder tab)
• DMV (file folder tab)

Remember:

• Use a label maker when creating labels, letters should be in all capital letter format, black ink on white label
• Only use plastic tabs to separate categories
• Always purchase the best quality folders you can afford  
• Each category can have its own color, or keep them all the same if you don't care for colored folders

 Fun tip: Organizing can be fun, try purchasing decorative folders for files that you keep on your desk, check out Kaboodle or The Container Store.

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