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How do I file? Have some office questions.?

No. Not a stupid question. I know the A-Z method. What I want to know is, what is the way to organize my filling. My friend has her own business and she's asked me to help her file. She has customers, licenses, certifications, vendors, and so on. She has a large 5 drawer filling cabinet. Should I separate things by category, and give them their own separate cabinet? Or should I just file everything using the A-Z method. I need examples.

5 months ago - 3 answers

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I'd give main categories like customers and vendors, their own drawer, drawers or cabinets depending on how many there are and how much space you need. Licences and certifications might go in the same drawer but in different sections, with some kind of divider or else using different colors of file folders. Within category, A-Z usually works well.

by Judy

5 months ago

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Personally, I would break everything up into categories. Sort the categories A-Z (easier to find), and then sort the files with in each category A-Z as well.

by mjj092000- 5 months ago

Since SHE needs to find things too, write down several ways to organize things and then go to her and ask which she prefers. It may be that one category really does dominate and would be the most used entry over others. Getting her input guarantees you'll both be on the same wavelength.

by Elaine M- 5 months ago