Wednesday, June 21, 2023

How to organize important documents♥

source: Google



If your important documents are scattered all over your cabinet or drawer, maybe this is the right time to develop a proper filing system.

What are the important documents are we talking about?  These are your birth certificates, school records, bank records and etc.

What are the things you need?
  • Sticky notes or index tabs
  • Document binder or clear book
  • Sticker label or Label maker
  • Bond paper
  • Expandable plastic envelope

What to do?  First determine your goal.  Decide on how you want your documents be organized.  When I started organizing my documents I allotted a separate clear book for each set of documents.  Put a label for each clear book : 
  1. Important personal documents (Birth and Baptismal Certificates, Photo copies of Identification cards,  SSS, Philhealth, National ID, TIN ID and etc;  
  2. School and Office/Work records (Report cards, Class cards, Work contracts, Certificates, Awards and etc.)
  3. Bank Records : Bank certificates, Investment documents (Time deposits, UITF Investments and etc), Loan documents, if any and etc; 
  4. Real Property documents: Land title, Certificate of Registration and other documents for your vehicle and all other pertaining to real properties;  
  5. Medical records 
Once you have sorted all your documents by type.  Arrange them on your clear book, it's best to put a sticky notes or index tabs on the clear book pages for easy location of the files.

Place your clear books in an expandable plastic envelope or big plastic containers or fire proof documents bag/filing cabinet - it depends on how you want your documents be kept.

Make sure you have a separate clear book for you, your spouse and each of your children - that is if you are married.  :)
 
At first you will think this is an easy task, well I tell you sorting and organizing will take some time. (*wink!)  But it's quite an achievement once you have accomplished this project.

Here is an extra tip: you can also keep a Digitized copy of each of your documents on your computer for an easy peasy location of your documents.  
 
Hope this helps...  If you have other organizing tips... share it with me on the comments section below. 

xo, 
Chiq♥


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