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Filing Guidelines

Setting up and maintaining files is a very important component to getting organized. Filing is also the area where it is most tempting to throw your hands up in frustration. This section is written in segments, which allows you to locate quickly the parts that will help you. Read the next nine pages. Then, go back and read them again, more slowly, with your files in front of you. Start to relabel your files immediately. As you read, if there is a portion of this chapter that does not apply to your situation, skip it. Once you have enough filing ideas and have developed an effective system, go to page 48, and continue reading with the section called “How to Maintain Your Filing System.”

Your Personal Files

One of the most important areas to address in getting your work space under control is your personal files. You need to be able to easily retrieve filed information and have a place to put your loose papers. Ninety-five percent of the time you should be able to go to a single location to find a document. You should rarely have to look more than two places for an item.


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