Tag: File Systems
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The Best Way to Archive Files
As we’ve discussed in past blog posts, paper and electronic file systems can be divided into three parts: Active, Reference, and Archive. Active files require action. Reference files are files that have no immediate action associated with them, but that you may need in the near future. In contrast, Archive files are files you may…
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How To Know What Papers To Keep
Most people have more paper than we know what to do with. How do we determine what we need to keep versus what can be pitched? If you haven’t already read my blog posts about File Systems and Paper Storage, I recommend reading those first. Click Here To Download The Document Retention Chart The chart…
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How To Set Up A Paper Management System
Maintaining an organized office requires a system. Last month, we discussed ways to organize your office using SPACE and SAVE methods. Both strategies can be utilized to organize your workspace. To maximize productivity in your office space, you’ll also need a way to manage paper. To create a custom paper management system that is effective,…
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Locating Files Stored Off-Site
In a recent blog post, we discussed where to store your paper files, including archive files. In some industries, records retention requirements – and the resulting high paper volume – necessitate off-site storage. When storing files offsite, it’s critical to know which files are where so they can be located as needed with a minimum…
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How to Create a File Index
Now that you have set up your Action File and designed your Reference File systems, it is time to create a File Index to provide a reference so that any file can be located quickly. When updating is needed, new files can be added within the structure of the existing file index to maintain consistency.…
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How to Create a File System
Most file systems are divided into three parts: Active, Reference & Archive. Read how to customize your system for easy retrieval.