How to Organize Important Documents

Video Transcript

"Hello, my name is Melissa Schenk, and on behalf of Expert Village, today we're going to talk about how to organize your business documents. In this clip, let's talk now about organizing business documents that are readily needed. Of course, a little bit different here, we're not talking about filing things away in a file cabinet, these are going to be documents, items, that you're going to need readily, that you might need if your client calls you on the phone and you need to pull out their file. Obviously it would be an active file. Perhaps, depending on your organizational skills, it's something that you want to have on the top of your mind, a top of the mind awareness, so you don't want to forget that you want to call that person, or that you're supposed to call them in a couple of weeks. Even though it's in your date book, I'm sure; you might want to have it on your shelf somewhere. What I tend to do, on my shelving unit here, is that I keep different clients in different piles. I'm sort of a pile person, I even pile things on the floor, but they're in separate piles - they're not in a great big pile, they're all in separate, small piles. There's a difference. Anyways, on the shelves, for instance, I like to use shelving units or different types of shelving units. What you see here is I tend to keep a couple of different clients, active clients, separate, so I put all of their work in one of the bins here, but I know that this is Client "A", this is Client "B", when they call I can pull their file out, we can discuss it, go over a script, and we're good to go. At least then I've got it right there at my fingertips instead of having to go fishing out of a filing cabinet, because it's active. If you're working out of your home, or you're thinking about personal filing systems, like bills and such, you might, once a month, tally up all of your bills. So you might make yourself an in or an out box. So, that's another thing to consider as well. Some other things to have readily accessible, if it's on your desk, you can have some fancy containers. You can see here we've got a binder here, for instance. But these are things, items, which are all readily accessible."