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Office paperwork: Setting up a filing system in a home office » solve my space BLOG
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Office paperwork: Setting up a filing system in a home office

To be completely honest, I have a VERY big backlog of before + afters so I’ve set myself a goal this summer to start uploading and sharing them.  Today is the beginning!

Here is snapshot of a project involving organizing paperwork and setting up file systems in a home office.  My client was interested in gaining control of the piles around the house and setting up a system that could be easily followed with a very busy work + family schedule.

paperwork_beforeafter_2015

I love working in offices so this was really fun and it’s always a relief to see all the clear spaces once paper has been conquered. What did it involve?

Step 1: Sorting + classifying all of the paperwork (including what to shred + recycle)

Step 2: Identifying items that needed to be regularly accessed vs ones to archive (ie. tax returns)

Step 3: Discussing different types of file systems + categories with my client to find the best one that works for her + her family

Step 4: Putting it all together–labeling files, color coordinating for easy retrieval and feeling excited about a new system!

 

  • Jennifer - Wow! What a difference. They must be so happy to be so organized now.ReplyCancel

  • Sara Ottoboni - Thank you so much for sharing these steps. My best takeaway is step n.2: Identifying items that needed to be regularly accessed vs ones to archive (ie. tax returns). Unfortunately, I have never done before this exercise. I have to try it. Thank you for your valuable suggestions.ReplyCancel

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