Organizing Paperwork

Organizing Paperwork

Are you stressed by unmanaged paperwork around your home and office?  Searching for important documents may seem hopeless. Interest charges and late fees can pile up quickly on misplaced bills.  Deadlines are easily overlooked. Getting on top of your papers and developing a good paper management system will reduce stress. Here are some tips on how to get your paperwork organized, and regain control of your home and office.

Convenient Location

Where you manage your paperwork should be convenient. Going to a secluded area of your home may not encourage you to manage your paperwork. If it is not an area you enjoy being in, you won’t go there. 

The workspace should have ample surface area, basic office supplies (envelopes, pens, address labels), computer and printer, paper recycle bin and shredder.

Remove the
unnecessary, immediately

Sort your mail as soon as it comes in, with a recycle bin and shredder within an arm’s reach. Junk mail should be recycled immediately. Refer to a document retention guideline for guidance on what documents to keep and for how long.

Initial sorting

Create a temporary, simple filing system for the initial sorting of your paperwork.  This file system could include files labeled:

File – for files to be filed

Pay – for bills to be paid

To Do – for items that require attention within the next month

Read – for documents that will required your dedicated attention

Regularly go through and pay, sort and file

Set up a weekly time to go through the temporary files. Coordinate your bill paying with your pay dates.  File papers from the ‘File’ file. Review your ‘To Do’ file for items needing attention within the next week. Take some time to read through the files from your ‘Read’ file. 

It is important to always be aware of what papers, documents and receipts enter your home. Receipts can be sent via email or not retained at all. Be selective of what documents are collected at trade shows, conventions and seminars. Only accept the documents that are relevant to you. Be mindful of the mailing lists, marketing emails and promotional lists you sign up for. 

Once your paperwork system is set up, plan to set aside time every week to maintain and manage your paperwork. Staying on top of your system will reduce stress and ensure you keep on top of your work and bills.

If setting up a paperwork management system is overwhelming, a professional organizer can help you started or guide you through the entire process. Top Shelf Home Organizing takes pride in working with people to organize and streamline their paperwork. Reach out to Jayme if you are ready to get your paperwork organized.

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