If it's the end of the year/fiscal year for your office or business or you have been trying to get your paper documents organized for the past couple of year and you still have a backlog of documents and files that require cataloguing or destruction, we might be able to give you that boost of help to get your on your way to completing your records management project.
Having all of your important documents organized is essential to keeping your firm or office on-track and efficient, but the actual organization process can be tedious and painstaking. Still, it is important to keep an accurate record of your documents and to find out which documents you can safely dispose of.
An easy way to approach your end-of-the year document organization is to label your files and documents in 1 of 3 ways;
For “Off-Site Storage”
For “In-House Storage”
Having documents, records, patient files, and financial information organized and accounted for boosts an offices productivity and capacity. You know you need to tackle the issue, but how can you do it efficiently and at a minimal cost?
Below are four tips that can make your end-of-year document organization easier to deal with. These four tips can be done with the cooperation of a certified document shredding and storage company, allowing your firm, business, or office (and your life!) to operate as efficiently as possible with minimum interruptions.
- Carefully classify and index documents. Before you can relocate or destroy documents, you’ll have to know what you’re dealing with. Indexing documents into the above three categories not only helps you find out exactly what documents your firm or office has but also lets you determine which documents you can safely destroy, which ones need to go into off-site storage, and which ones need to be kept on-site. Document indexing and classification also helps save you time in the future by allowing you to find the documents you need quickly and without struggle. You will also be putting in place a system that can easily be followed for years to come.
- Digitize physical documents. Document digitization for use in a computer repository helps improve access and availability to important documents. Not only does this make it quicker to find what you need for legal and auditing purposes, you may be able to reduce the amount of physical paperwork you need to keep in the office and move the hard-copy records to an off-site storage facility or even have them securely destroyed if they are not needed.
- Package documents for off-site storage. Off-site storage with a Records Management company frees up extra space for in-house document storage of frequently used and referred to documents and it saves you money and time when compared to self-storage where you often pay for unused space.Once you’ve segregated documents for off-site storage from sensitive material that requires destruction and materials that should be kept in the office, be sure to carefully pack and clearly label these items for future reference. Labeling is important for quickly locating stored documents for when you need to access your documents. It also aids in prompt file retrieval by your records management companies’ warehouse staff. A simple alphabetical labeling system on numbered boxes can greatly reduce the time it takes to find any document you may need and makes adding additional files to your storage boxes in the future quick and easy.
- Securely shred and destroy sensitive documents. Now that you’ve gotten your necessary documents stored away, you can focus on having the rest destroyed. It is highly recommended to call on the services of a certified document shredding company to destroy sensitive and private documents. Doing so will prevent instances of confidentiality violations and industrial espionage.
Once you are able to implement an efficient system for your records management, any future managing will simply become easier and easier.
Click on any of the following to get a jump start on your end-of-year organization and be provided with a complete and economical solution for all of your document organization needs