How to Use a Document Organiser
Purchase a document organiser., Decide what categories you want to include in your document organiser., Suggested categories for your document organiser could be any of those listed below: Agreements Bank account(s), Loan record(s) and Safe Deposit...
Step-by-Step Guide
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Step 1: Purchase a document organiser.
The size will be determined by the documentation that you intend to keep.
If you only wish to store receipts, you may choose a smaller document organizer rather than if you are going to store larger pieces of paper and documents then you should probably choose a large document organiser. -
Step 2: Decide what categories you want to include in your document organiser.
Once you have decided on your categories, then you will need to label the tabs on the separate compartments.
It is usually best to alphabetize the separate compartments because later on when you are looking for a particular document, you will know what category it is under due to the nature of the document and will be able to either retrieve the document or file a new document because your separate compartments are already alphabetized, thus making it easier to locate. , Important correspondences and documents Insurance Records:
Life, disability, medical, property and vehicle Legal:
Cemetery and funeral arrangements, health care proxy documents, last will and testament (include attorney name with will instructions), and living wills Miscellaneous Retirement and superannuation documents Tax records (7 years in many jurisdictions) Travel:
Passport and Visa documents Vehicle ownership:
Auto insurance documents, DMV documents (title, and/or transfer paperwork), and gasoline (petrol)/mileage (kilometerage) documents. , Once you receive a new document try to file as soon as possible.
Also if a document is needed that is currently in the document organiser, retrieve document, take necessary steps of why document was retrieved and after steps are completed, put retrieved document back in the document organizer under correct category originally retrieved from.
This takes only minutes and your organiser stays organised. , The Receipts Organiser can be a cross-reference to your document organiser whereas you can insert in the relevant category a photocopy sheet which could include a brief description written on it. -
Step 3: Suggested categories for your document organiser could be any of those listed below: Agreements Bank account(s)
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Step 4: Loan record(s) and Safe Deposit Instructions Birth
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Step 5: baptismal and death records Credit card company documents Divorce
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Step 6: marriage
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Step 7: and separation documents Financial: Bonds
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Step 8: home ownership paperwork
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Step 9: investments
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Step 10: tax documentation
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Step 11: land Deeds
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Step 12: mortgage paperwork
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Step 13: out of State home ownership paperwork
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Step 14: stocks
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Step 15: treasury bills
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Step 16: Keeping your organisers organised.
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Step 17: If you need to keep receipts it may be a good idea to have a separate "Receipts Organiser".
Detailed Guide
The size will be determined by the documentation that you intend to keep.
If you only wish to store receipts, you may choose a smaller document organizer rather than if you are going to store larger pieces of paper and documents then you should probably choose a large document organiser.
Once you have decided on your categories, then you will need to label the tabs on the separate compartments.
It is usually best to alphabetize the separate compartments because later on when you are looking for a particular document, you will know what category it is under due to the nature of the document and will be able to either retrieve the document or file a new document because your separate compartments are already alphabetized, thus making it easier to locate. , Important correspondences and documents Insurance Records:
Life, disability, medical, property and vehicle Legal:
Cemetery and funeral arrangements, health care proxy documents, last will and testament (include attorney name with will instructions), and living wills Miscellaneous Retirement and superannuation documents Tax records (7 years in many jurisdictions) Travel:
Passport and Visa documents Vehicle ownership:
Auto insurance documents, DMV documents (title, and/or transfer paperwork), and gasoline (petrol)/mileage (kilometerage) documents. , Once you receive a new document try to file as soon as possible.
Also if a document is needed that is currently in the document organiser, retrieve document, take necessary steps of why document was retrieved and after steps are completed, put retrieved document back in the document organizer under correct category originally retrieved from.
This takes only minutes and your organiser stays organised. , The Receipts Organiser can be a cross-reference to your document organiser whereas you can insert in the relevant category a photocopy sheet which could include a brief description written on it.
About the Author
Susan Castillo
Creates helpful guides on lifestyle to inspire and educate readers.
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