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Documents Management

Organizing is what you do before you do something so that when you do it, it is not all mixed up

— A. A. Milne

You may think your papers and important documents are well organized, preserved in your home, but it might not be the case!

For several reasons, we believe at NeatlyTidy that you must have this part under better control. Good news, we are here to give you our best advice and help you to get better at paper organizing.

Why you should pay attention to paper organizing

To begin with, you have to realize better how much your papers are sensitive. They might be intact as of now, but it is unlikely to stay like this forever. That’s why you should pay increased attention to your paper, especially if they are fiscal and legal documents!

Indeed, organizing and preserving your important papers – which are sensitive – is essential. You never know where the worst can happen! Your home could suddenly burn down one day, be flooded, destroyed by a terrible storm.

Of course, we certainly don’t wish any such thing to anyone, but in such cases, your papers could be then severely damaged or lost forever.

Same if a thief broke into your house, stole your laptop – and you hadn’t made any backups recently. Because papers can be more frequently and quickly lost than you think, it is a good idea to save all your them in several secure places and different ways, on different devices.

Besides, daily, having the organization of your paper reviewed won’t make you feel guilty any more every time you look at your paper stacks on your desk, in a cupboard. You will be more in control also with following your finances and paperwork.

Paper organizing challenge

Now it is finally time for you to get control of your papers and to ensure to preserve them well! We are here to provide you with straightforward paper organization tips to get all your documents saved and tidy correctly in the long term.

For your paper organization, you will have to take into account your laptop’s files but also your material papers in your house. Because of course, not all documents are in digital format. Indeed, many of us still have physical prints and storage. The challenge for you is to have it all digitalized, eventually.

Start by identifying all your resources: mails, computers, boxes, binders. You have to get rid of your paper mess in all. Not only does paper mess looks untidy but also it can be a problem for dealing with them, especially if there are financial.

It might surprise you, but most families have little backup systems and don’t know about the best practices for paper organizing. That’s why we guide you.

How to organize your papers?

So how to do well in paper organizing? We noticed that the majority of our customers are confused about technologies and don’t know which software, apps, and cloud service they should choose. We make you benefit from our experience and best practices to avoid paper chaos.

Start to make piles of papers by categories. As you go through it all, select the ones that need to be preserved, digitized, thrown away…! Make individual folders by year or subjects. Little by little, classify, keep the essentials, and make copies. And don’t forget to scan all the new papers that enter your home on the way.

To do a complete backup process, put all your digitized copies on external hard drives, in a cloud service, in different places, it is imperative, and it will make a huge difference!

Paper organization process

There are about eight steps to get your papers in order.

First, keep your goals in focus: be prepared in case of disasters, be less stressed out about paperwork, save time when you want to find specific papers. We recommend that you keep your organization simple. It doesn’t have to be too challenging to meet your needs.

Second step, gather all your papers together. You have to know how much and what you have to deal with. Go for a hunt in your house and collect everything from archive boxes, closets, drawers. Gather them all into one place. For instance, use your dining room table or your home office. It might feel a bit overwhelming first seeing all these amounts of papers, but don’t worry, it is for a good cause in the long term!

Third, gather your tools: storage boxes, sharpies, labels, computer, scanner, hard drives. Then, you can sort out your papers! Make different piles according to categories: bills, finances, family memories, kids, school work, healthy, insurance, and so on. You don’t have to read each paper thoroughly. Read it only if you feel it is essential and necessary.

You can create five boxes: to read, to take action, to file, to shred, to recycle. Sort as soon as possible in the appropriate box. Remove mails from envelopes, papers from plastic bags. Take enough time and the right timing to throw away useless information and shred all your sensitive information – that is to say, documents that have your address or bank account number. File your papers. It hasn’t to be perfect, but at least it will finally be somewhere done!

Next step: take action on your papers! Decide what you are going to do with your action category. Take your to-do list next to you and write down all the steps you need to do. For example, for all your bills, put them together so you can tackle it together one day of the week without searching for them everywhere!

At last, your papers! If you feel it is going to take a while, don’t hesitate to contact us!

Now, you can archive, put in a safe place all the documents you need to keep all your life. You can have folders untitled “archives” per each year.

Papers are everywhere in our personal and professional lives; don’t let it become a problem! Do a big tidy up and keep good habits every single day!

We hope that definitely, our words about paper organizing will resonate with you and that you will start actions about it. If you want to support and save time, don’t hesitate to benefit directly from us!

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