How do you organise your personal and business documents? Here are some tips.

Do you store a lot of documents and wonder how to sort them so that you don’t have a problem finding the one you need? If you have a few documents a month, this is not a big problem, but if you have dozens or hundreds of documents, the matter becomes a bit more complicated. What can you do to avoid getting lost in all that paperwork? Here are some tips!

sorting home documents

Organising household documents

Wondering how to keep your documents organised at home? Every household has a lot of documents – loan agreements, receipts, policies, medical records. Careless storage of documents, without a specific strategy, often leads to a situation where it takes us several hours to find specific test results, a warranty card or a receipt. So what can you do to prevent this from happening?

Start by organising all documents by category and prepare separate folders for each category – or, if there are a lot of documents, boxes or binders. For example – insurance, housing bills, housing documents (e.g. property deed), receipts (can be divided more specifically – e.g. furniture, appliances, clothing), personal medical records, your children’s documents, etc. The basic principle when sorting documents – both at home and in the office – is to arrange them chronologically. This makes it much easier to find specific documents in case of an emergency.

segregation of business documents

Choose an organiser, box or cabinet that suits your needs and keep all your documents there, sorted into separate, signed folders. Remember to keep important documents in a place where they cannot be accessed by the wrong people – including children, who may simply destroy them. Remember that some documents must be kept for a certain period.

Organising documents in the office

How to keep documents organised in the company? Proper document storage in the office is extremely important. A large amount of paperwork means that it is easy to get lost in them, and penalties may be imposed if you do not have the documents, which various government bodies may ask you to inspect. Remember to sort your documents chronologically. It is a good idea to divide them into sections, for example:

  • invoices to be paid,
  • paid invoices,
  • social security documents,
  • tax documents,
  • contracts,
  • bills, etc.

If you have a significant amount of documents – assign a separate binder for each section, sign it and keep documents in that category there in chronological order. You can also opt to purchase coloured folders in which you sort documents based on their urgency. Put urgent documents in the red folder, green for those that do not need to be dealt with immediately and yellow for those already dealt with.

Be sure to check with reliable sources on how long you, as a business owner, should keep a particular document.

Self-storage facilities as the ideal place to store documents

If you are the owner of a large number of documents and are looking for a place to store them safely and securely, meet Less Mess Storage, a company that rents out self storage units. In self storage you can store successfully not only your documents but all the other things you lack space for – whether at home or in your company. The rooms are protected by modern security systems and offer optimal storage conditions. You can opt for mini store rooms or larger units – it all depends on your needs.

And if you need boxes and cartons to hold your document files, be sure to take a look at www.ekartony.pl.

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