Office Filing Best Practices
A clean filing system saves time, protects records, and simplifies audits.
File Naming Conventions
Establish a strict naming template: [YYYY-MM-DD]_[DocumentCategory]_[Subject].
- Example:
2026-06-27_Memorandum_TrainingSchedule.pdf
Categorization
- Group documents by project or fiscal year.
- Color-code physical folders to differentiate between correspondence, financial, and personnel files.
