Sorting your files each week makes the organization process much more manageable.

If you’re scanning over files quickly, these notations can help you find the correct file more efficiently.

Shred any files with financial and account information, your social security number, or other sensitive details.

When purchasing a new storage system, try to prioritize quality over price. Regardless of your filing system, be sure to place sensitive documents in a secure folder.

You can have separate files for days, weeks, or months, for example. For instance, if you work as a tax consultant, it would make sense to file your clients’ documents by date. This system works well for individuals working with time-sensitive materials.

For instance, if you work for an export company, it might be easier to sort your files by month and date instead of a general category. This system is better for individuals who prefer concrete, numerical organization, as opposed to color-coding.

For example, if you’re a financial advisor for a company, it’d make more sense to sort your documents by importance and relevance, like “investments,” “payroll,” and “taxes. ”

For example, “Expense Reports for April 3” wouldn’t be a good category for a general folder, as it’s far too specific. Instead, label the folder as “Expense Reports,” which is far more open-ended.

For instance, label your yellow folders for email correspondence, red folders for tax-related forms, and green folders for payroll. Try to use color schemes and labels that are easy to remember. For instance, green could be a great color label for financial forms, since the color green is often associated with money. This system is best for visual learners.

Don’t stress if you don’t have a digital filing system! Just scan and upload your files 1 folder at a time. You can also scan files using certain phone apps.

Don’t use any special characters in your file titles, as computers can’t process them correctly. For instance, label your document as 20031124 when referencing a specific date like November 24, 2003.

For instance, if you have a folder called “Taxes,” you could create several subfolders for different years.

Keep in mind that anyone can edit files on a wiki.

IDrive, Dropbox, SugarSync, Box, and Microsoft One Drive are all examples of cloud-based storage systems.