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? Alphabetize files within categories ? Write or print clearly ? Think retrieval when labeling files ARCHIVE FILES ? Files you never expect to need ? Must be kept for statutory reasons ? Store in an archive storage facility ? Cull, anize, label for easy retrieval ? Do not mix with working or reference files FILING TIPS USE FILE FOLDERS ? No miscellaneous files USE HANGING FILES ? Facilitates filing ? Select correct type for job ALIGN CATEGORIES amp。 SUBCATEGORIES ? Easy for eye to scan ? Label clearly 48 Electronic Files ? File system on the PC ? Email amp。 FAX filing ? Transferring documents ? Easy access to files All your files anized and labeled? 49 Naming Electronic Files Difficult to Retrieve Easy to Retrieve directory Compensation subdir. Benefits subdir. Incentives files Sales Teams subdir. Salaries files MaryNash WmJames 50 Create Subfolders ? Match your paper files ? Use descriptive names ? same as your paper file names 51 COMPUTER FILES Drive C: (amp。 on Trainers drive) 1Working Administrative Applications Reports 2Reference Administrative Applications Reports 3Archive 52 Transfer Documents ? Purge unnecessary files ? Rename files as necessary ? Move files to 1Working or 2Reference ? Repeat for ALL applications LET’S GET GOING ? Map out file structure ? Pick up each paper and process it now ? Repeat anizing process in puter ? Develop an action plan with coach ? Clean up clutter and backlogs ? Get needed trays and Working Files set up DO IT NOW!