My 3 Favorite Filing Secrets
"The key to having a usable
filing system is to keep it simple.
If the system is complicated or hard to use,
you'll resist using it after a while."
Leo Babauta
I'm all about keeping things simple.
And the way I often discover how to keep things simple is by doing them the hard way first. :)
For years, I kept meticulous, yet fairly complicated, filing systems.
Yes, my papers were organized, but it seemed like I was constantly
overwhelmed with rearranging them so they could keep up with my
evolving life.
When I finally started noticing how much time and effort it
was taking me to keep track of my papers, I decided to find an easier
way. And I wasn't content with just a little easier...I wanted MUCH
easier.
And each step I discovered really did make filing easier and easier.
So here are my three favorite secrets for keeping your filing system simple and elegant:
1. Use straight-line filing
I used to set up my hanging
file folders with the tabs in alternating tab positions (left,
left-center, center, center-right, right).
But when I needed to add a new file in between 'CRV - Auto'
and 'Dog Stuff,' for example, my tabs got all messed up. And since I
wanted the files to not only function, but also look good, I would
spend time redoing the tabs in that section.
When I noticed that I was spending a lot of time rearranging and redoing, I considered that there might be an easier way.
That's when I discovered the concept of straight-line filing.
To straight-line file, simply put all of your tabs in the same
position on every hanging file folder (I use the left position for all
of my tabs).
That's it.
Simple, right?
Then whenever you need to add another hanging file folder, you
just make that one folder, slip it in its place, and the rest stay just
the way they are. No redoing anything, no rearranging, no extra effort.
Note: Another alternative is to selectively use the tab
position. For example, you might use the left tab position for your
client files, the middle tab position for your marketing materials, and
the right tab position for your bills, so you're still using
straight-line filing within groupings. But honestly, this is starting
to sound like extra work and complication to me.
So consider straight-line filing...plus, in my opinion, it actually looks a lot neater in the filing cabinet.
2. Use the same color hanging file folders
Years ago, after reading
somewhere that color coding files would make my life easier, I started
using one color hanging files for bills, a different color files for
goals, another color for client files, another for projects...and my
filing cabinet started looking like a rainbow.
And maybe this idea does work beautifully for some people or situations.
However, with my humble filing cabinet I found that I was
spending an enormous amount of time keeping up with color schemes and
trying to remember which color went with which type of files...plus, I
always seemed to run out of the color I needed.
When I decided to go back to one color hanging file folder, my filing immediately got easier.
And the color I chose?
I buy that basic dull olive color, for one main reason: You can
find it in almost any store, any time you need it. It seems to be the
basic stock color. Other colors, as pretty as they are, might be
discontinued, might not be available when you need more, or might not
match when you repurchase. "Blue" does not necessarily mean it will
match the blue you bought last time.
So unless you truly love the idea of multiple colors in your
filing cabinet, I recommend choosing one color for all of your hanging
file folders.
3. File less stuff
Frankly, if you only did this one thing, your filing life would be transformed almost as if by magic.
Studies have shown that over 75% of papers that get filed never
get referenced again...they simply take up a lot of room in your filing
cabinet (and energetically, they take up a lot of room in your head,
even if you're no longer consciously aware of what's in those files).
So it's very likely that you're keeping a lot more stuff in your filing cabinets than you need.
What to keep:
Legal and tax papers - it's
always a good idea to check with your local accountant to see what
documents you absolutely must keep.
Current papers that are active in your life or business -
bills, bank statements, health records, appliance and equipment
manuals, and current projects.
What to get rid of:
Pretty much everything else.
I can hear you protesting right now: "Yes, but I need to keep this because..."
Believe me, I get it. Letting go of papers can seem SOOOO hard.
I should know. I used to keep everything. Beautifully organized. Filed away. But way too much stuff.
I kept notes from every conference I had attended (whether I
thought the information was really good or not), files full of ideas I
thought I might implement someday, files jammed with great tips I had
found, everything.
I have since learned to let go of that stuff. And haven't missed it.
So file less stuff, and your filing will be simpler. :)