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Records Management For Dummies by Blake Richardson, CRM

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Chapter 4

I Know It’s Here Somewhere

In This Chapter

arrow Identifying your filing system options

arrow Selecting the best filing system for your situation

arrow Naming folders and files

Organization breeds efficiency — in most cases, this familiar phrase is accurate. However, in some cases, it doesn’t quite hold true. Implementing a filing system that doesn’t meet your company’s needs is an example of an organization that creates inefficiencies. You can organize your information and place it in folders, but if you can’t find what you need when you need it, it may be time for a filing makeover.

The goal of this chapter is to help you understand document filing options to help you select the approach that works best for your company. This includes an analysis of methods for filing paper and electronic information, as well as a look at filing equipment and supplies.

Filing Methods

Prior to implementing your filing system, you’ll want to spend some time reviewing commonly used methods. Obtaining an understanding of how each method works can help you make the correct choice (or choices). Most companies use more than one filing system. The types of records you create and receive are going to determine ...

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