Filing options to keep your papers organized

1. Traditional Filing Cabinets

They come in many sizes and colours.  Make sure to get one with drawer sliders so you can easily reach to the back of each drawer.  Some come with locks others do not.  They can be vertical or horizontal.  Horizontal cabinets provide a space to set things on, a printer, plant etc.  You can buy a stand that has wheels to set under the filing cabinet to make it easier to relocate.

grey metal 2 drawer vertical filing cabinet

 

2. Binders 

Binders are a good solution for visual people.  You can have them on a shelf and easily see all your files.  The binders can be colour coded to make it simple to find the correct binder. Use dividers, pocket dividers or sheet protectors to file papers. Set up the categories you need:  household bills, bank statements, warranties etc  Some binders also have a set of acordion files attached to the binder.  Here is a review of this product. 

Black 3 ring binder with attached accordian file

3 Rolling Crates/ File Boxes on Wheels. 

Use hanging folders and file folders. The advantage to this is you can take them to whatever room you want and the top is open so you can see the files easily.  With the crates, you can stack them for easy storage. 

Whtie plastic crate with hangin file folers

Crates make your files portable

black metal box on wheels with red, orange and yellow hanging file folders.

Crates on wheels make it easy to store away and then move close to your desk

4. Expandable Files

Use one section for each category of paperwork. For example household bills, income tax, financial documents,  insurance policies, warranties, etc.  They are great to have one for each member of the family to store papers relating to them, report cards/school documents , immunization/health records, passport and other documents, certificates etc.  You can also colour code these files.

Blue accordian file with clear sections for papers

Some come with special hooks so you can store them in a filing cabinet or crate.

Blue accordian file with hooks to hang in a black filing cabinet drawer

5. Magazine holders

Magazine holders come in paper and plastic.  They are avalable in many colours and patterns. Try to buy ones with solid sides so papers will not get caught and be hard to slide in.  Use a holder for each category of paper you need to file.  You can colour code your systems making it easier to quickly access the files you need.  You can turn them so the spines is facing out, label them, to reduce the vsiual clutter of seeing all the papers in each box. 

White cardboard magazine holder with papers and file folders in them.

 

What is your preferred method for filing paperwork?

POC Gold Leaf MemberJulie Stobbe is a Trained Professional Organizer and Lifestyle Organizing Coach who brings happiness to homes and organization to offices, in person and virtually. She enjoys working with her clients to provide customized organizing solutions to suit their individual needs and situation. She reduces clutter, streamlines processes and manages time to help her clients be more effective in reaching their goals. Julie can coach you to break-free of the physical or emotional clutter constraining you from living life on your terms. 

Contact her at julie@mindoverclutter.ca

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Comments

  1. I love that you showcase the fact that storing paper is not a “one size fits all” issue. Factors such as quantity of paper, room layout, and decor preferences all play a role. I still find that a file drawer is my favorite because it functions well and is easy to use. However, a student may only need a file box. And someone with lots of shelving but no drawers can have great success with binders and magazine boxes. The solution that works for YOU is the best one, right?

    • Thanks for pointing out additional issues that affect the best filing system for a person. Room Layout is a perfect example of how one system might work better than another system. Thanks for your comments

  2. I don’t use paper nearly as much as I used to – I guess most of us don’t – but I’ve always loved paper organizing, and seeing these pictures was almost as fun as visiting the stationery store!

    • Now that Revenue Canada will accept electronic copies of receipts I think we will be seeing an even greater shift to digital. Since I don’t have an encryption program I use paper to keep some information safer. I can do this because I don’t have a lot of files with personal information.

  3. It’s fascinating how much things have shifted with paper. While my clients over a certain age still have a lot of paper, many of my younger ones rely more on digital storage. So paper storage needs have changed. A filing cabinet used to be a “must-have,” but that’s no longer the case. Although when clients DO need filing cabinets, it’s essential to have one that works well, with well-made ball bearings. When the drawers don’t hold the weight of the files or easily open and close, it becomes a deterrent to file.

    • I have seen the same thing with a shift to digital filing. However I find some of the smae problems occuring, what did I call it where did I file it. There are some apps that you can scan a receipt and the app will file it.

  4. Paper is one of my favorite things to organize, and I love using and recommending magazine holders too – especially for my “filing averse” clients. It’s easy to drop things into broader categories, and they don’t have to open a drawer and flip through headings and subheadings to find and return what they need. I’ve even seen people who successfully pile in small, shallow trays in categories on shelves. Whatever works, right? Great post.

  5. Thank you for sharing all of these great options for keeping paper organized. My personal preference is a file cabinet drawer or a file box. The type of organizing product you choose really does depend on your learning style and personal preferences. I have used all of these products with my organizing clients, depending on their individual situation, and the products have all helped to contain and organize paper.

    • Now that I think about it I use most of these products depending on what I am filing. Paperwork that needs to b kept goes in a filing cabinet. Things to do over the next month for in file folders in a step file holder. This weeks stuff goes in a tray. Reference materials go in a magazine holder.

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