So your system will start with numerical headers. Searchers will look for the file header itself, not some hidden message there. Don’t go by what the WORD begins with (i.e. Let’s say you have some folders with these headers:Ĩ8 Company LLC will go first. Generally, this process has some basic rules.Įveryone knows their alphabet, right? If you get confused (don’t worry, it can happen after a long night!), you can sing the little song: The most common-and the easiest-is unit-to-unit, which takes each part of the header into consideration. Various places may have very specific rules, such as medical files, which I haven’t been privy to, or filing by number either ascending or descending.īut there are standard alphabetical systems that most people use for client files. 🙂Īs an admin, I’ve often had to do filing for the companies I’ve worked for.
Your employers will have their own way of filing. You should not take anything I say as iron-clad rule it’s based solely on my own experience. As many commenters have pointed out, filing practices vary depending on industry and different business preferences. NOTE: I’ve closed comments on this post due to the fact that it’s from 2012 and I’m tired of revisiting it.
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