Managing Paperwork Tips

Managing your paperwork and keeping on top of the filing is one of those tasks that often gets put to one side.

How often have you left it to sort out later, only later never seems to arrive!

If the time has come and you have finally plucked up the courage to look at your filing, what do you find? Masses of paperwork, in no order and no idea why you have kept certain documents; it must have been important once, right?

It is so easy to get distracted and find something else to do which is more interesting than filing. I would suggest regularly setting aside some time to go through your paperwork; once a week, once a month or making it part of your process on the completion of a project.

Sort through your paperwork

Now is as good a time as any to go through the piles of paper. Spend some time sorting the paper into relevant piles such as:

  • Important information that you need to keep
  • Recyclable items like leaflets, brochures and catalogues
  • Items that can be shredded such as old receipts, correspondence and junk mail that has your personal details on

File the important documents

Clear away the items that you no longer need. You should only have the pile of essential information left. This should include items such as:

  • Client information / work
  • Suppliers information
  • Invoices & receipts
  • Insurance documentation
  • Staff information
  • Office equipment manuals and warranties

Manage your paperwork

Now you can create a filing system that works for you so that you can locate important documentation and information quickly and easily. Keep it simple and review regularly to ensure the filing system is working as well as it should be and make adjustments if required.

Now that you have got your filing sorted, make it part of your regular routine and if you feel it is not the best use of your time why not think about outsourcing to admin support.


Managing your Paperwork
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