Message #4250

[countrigal]

I suggest first writing out an outline of what files you expect to have incoming/outgoing, etc., noting the required "hold time" for various types of documentation.



If you plan on having 1 file system for the mentioned types of correspondence/paperwork, I would suggest something of a numbering system.  (ie. (100) Fiscal: Billing 100's, Vendors 120's, etc.)

This allows you to grow in the filing system and adapt as needed.  Each "field" would be a new hundred's number (100, 200, 300).  Then you can have a quick reference sheet in the front of the filing drawer that will help anyone find anything or file anything whether or not they're familiar with the system.



This is my 2cents on this... comes from being a DoD secretary for a while.  I like this system and after just a couple of weeks (or months, depending on the amount of filing) you get to know the system.  The person who reads the memo or mail can write "file 110" and anyone can then file.  Really assists with temps or new employees.



I'm sure others will offer their valuable assistance on this, but this might get you started.



CountriGal