#MYNOTES SAASCOM HOW TO#

How long to keep your files will depend on your policies and governing legislation.

I use this task as a signal to also clean up the digital files, which can simply be deleted. This provides an opportunity for me to safely recycle/shred hard copy documents I no longer need. I cull my informational files about a week before I send off my bin for secure shredding (once or twice a year). For my financial and HR files, they have key dates when they change, so sorting through them annually is the perfect schedule.

To ensure no extraneous details clog up filing systemsĭeciding when to clean out files can seem like an overwhelming task.

To keep thorough, comprehensive files that provide complete information.

I have two goals when it comes to my files. In my post on the Annual Audit, I shared that I organize my hard copy financial files into 4 categories for each month. My financial files are some of my most important and comprehensive files. I certainly flesh out each one with nuances specific to my own needs. As you read, please don’t feel you need to be limited by these categories. My budget includes almost all of the operational and governance categories I need, so it made an excellent starting guide and the two match really well. I started by using the groupings in my annual budget and filled it out from there. I created it new, but also had to incorporate some old files, so it has elements of both. For this post I wanted to share the system I use now. Over the years I’ve worked in offices where I had to learn an existing filing system and set-up my own from scratch. If I know where to look for a document months after it was first created, I don’t have to waste my time hunting through piles of paper (hard copy OR digital). It isn't a perfect fix, but should make it much easier to read!Ī strong filing system is critical to staying organized, but I also find it saves tons of time. So, I've replaced all the file list (showing wonky spacing) with photos of the files lists. My website support folks can't seem to fix it. The layout on this post has always been problematic. She said she had a hard time finding files on the computer. Wait, what?!? That’s right, nothing on her computer was sorted, grouped, or arranged in any kind of order. Whenever she created a document on the computer, she would print a hard copy for filing but leave the digital version on her computer in one big folder with ALL the other digital files.

#MYNOTES SAASCOM HOW TO#

She confessed she had all her hard copy files in order but didn’t really understand how to make a computer filing system. This week I was talking about filing systems with a colleague at another organization.

Mynotes saascom