Miscellaneous papers can wreak havoc with your filing system
Posted in: miscellaneous files, paper managementManaging paper is often a reason I’m called in to help clients. They are usually frustrated by growing paper piles and, almost always, there is a Miscellaneous (MISC) file among the piles. The MISC file is like a junk drawer for a diverse set of papers they’re not sure how to process.
When files are labeled MISC, it’s difficult to figure out (and find) what is inside because the label is broad and encompasses several categories. This will ultimately slow you down when you need to retrieve information, and on days when things are hectic and particularly fast-paced, you can quickly get frustrated. So, why are MISC files created so often? Perhaps because it’s easier to put everything in one general file than making more complex decisions. Figuring out what to do takes time and some decision making, like what to keep and what to recycle/shred, what categories to use, and making room for new items.
To banish that catch-all file and make deciding what to do a little easier, follow these steps. Of course, not every system will work for everyone, but this three-step process will at least get you thinking about creating one that will work for you.
- Ask yourself a few questions. Before you decide where to put a specific piece of paper, decide if you actually need that piece of paper. Can you access it in some other way (internet, a digital scanned copy)? How long has it been since you last referred to that document? Does the responsibility of storing it still lie with you or does it now belong to someone else or another department?
- Determine the next action needed. Once you’ve decided which papers you need to keep, these papers will need a permanent living space (just like everything else in your home or office). Think about the next action that needs to be taken so that you can determine the paper’s category. Do you need to make a follow up call to a client? Pay a bill? Edit a manuscript? Then, you could have folders with the following labels:
- Current bills
- To call or Today’s tasks (or add client call to your to-do list instead)
- Editing or the title of the manuscript
The names you use will be particular to you and the typical documents you need to keep. Also, consider looking at your existing categories to see if you can find the right match for your papers (then you wouldn’t have to make a new folder or come up with a new category at all).
- Use easy-to-remember categories. Putting things in categories actually helps us to remember those items better. This means you’ll be more efficient at finding the files you want when they are grouped by a specific topic that makes sense to you. For instance, you might have a Utilities category in which you put the current telephone, gas, electric, and water bills. Or, a “Blogging” folder for articles that inspire your future posts.
You can really simplify the filing process by removing your MISC folder from your paper filing system. You’ll find that there really isn’t a need for a general file once you have determined the correct category for your papers. And, keep in mind, the less you print, the less you have to file and retrieve. When possible, use online bookmarking tools (like Delicious and Instapaper) and/or tag your documents and save them to your hard drive and/or cloud server so you can find them easily.
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