Two weeks ago, after discussing ways to file your
reference papers, I left you working on getting that file cabinet organized.
I hope you've made progress. I'd like to share a couple tips with you
to help ease some of the organizing burden.
First, when you put a tab on the hanging folder,
make sure you put it on the front edge instead of the back edge. Doing
this will ease your filing process a bit by allowing you to grab the
tab and insert the paper you're filing into the front of the file. This
will keep your most current documents in front and will save a bit of
motion when filing a lot of papers.
Second, don't feel like you have to catch up on
all your filing in one attempt. Progress is the important thing here.
If you have a few spare moments, grab a small stack of papers and file
them. If you use your available time in this manner, you'll quickly
see progress and will feel a tremendous sense of accomplishment as your
paper piles start to diminish.
Third, make a filing goal and stick with it. Your
goal might be that by the end of each week you want all "to be filed"
documents filed. If you set a goal that is attainable, you can gradually
work toward accomplishing that goal. Better yet, write down the goal
on a Post-it ® note and put it on your computer monitor so you can be
regularly reminded of the goal you've set.
Fourth, if you have a piece of paper in your hand
and you know exactly where it goes, sometimes it's quicker to just file
it right then. Don't worry about the other papers in the "to be filed"
area; it's okay to sneak in a document once in a while so you don't
have to look at it again.
Fifth, remember that you really don't need to keep
every document that comes into your house. When you're deciding the
destination for a piece of paper, give it a critical analysis and decide
if you're going to need it for legal or tax purposes, or if you can
just throw it away.
Sixth, if you receive meeting announcements, try
to enter them into your calendar system right away and throw away the
piece of paper. Make sure to capture the important elements, e.g. date,
time, place, directions to get there, and point of contact and phone
number. By making the effort to enter these items right away, you've
done yourself several favors. You've eliminated a piece of paper, you've
put the information in the proper place, and you've ultimately saved
yourself time in hunting for the document when you need it.
Seventh, in your filing system, don't use the term
"Miscellaneous." Your files need to be specific enough for you to be
able to retrieve paper when you need it. The word miscellaneous is not
descriptive enough to help you with anything other than collecting papers
that will never be looked at again. Do yourself a favor and stay away
from such an ambiguous category.
Now it's time to do some more filing. Next week
I'll talk specifically about filing your genealogical documents.