How to Organize Business Office Forms

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An unorganized office can be a source of frustration if you’re trying to put your hands on a business form in a hurry. Digging through stacks of paper piled on a desktop, bookshelves or the top of a filing cabinet is not the most efficient way to run a business and might ultimately lead to using the wrong forms or reordering forms you don’t need. Organizing your business office forms will streamline the paperwork end of your business and can keep you from making potentially costly mistakes.

Things You'll Need

  • Hanging files
  • Labels
  • Filing cabinet

Separate all your business office forms by type. The easiest way to sort the forms is by laying all the forms out on a flat surface. That way, you can easily ascertain what the forms are for and how many of the forms you currently have in stock.

Create groups for the office forms. Possible form groups may include personnel forms, customer forms and accounting forms.

Sort the stacks of forms so that forms in the same group are near each other. For example, the form group personnel forms might include employee applications, authorization for drug test and insurance forms.

Create hanging files with labels for each form and a master label for the beginning of each form group.

Place the forms in the labeled files and file them in filing cabinets alphabetically within the form groups.

Tips & Warnings

  • You can also use form storage bins with labels on the front of each bin if you do not wish to use a hanging file system.

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