What is your biggest problem with managing your business's paper files?
Answered by:
Bill Fallon, MEd.
Fallon Financial Svcs (Retired)
5 Questions answered
Answered on September 20th, 2018
I have a 1 Terabyte drive on my laptop, so everything gets scanned in and stored. The problem is always the retrieval aspect. My storage system is quick and easy. My memory of where I put things is the weak link! Searching by topic or date or content is always necessary to find things.
1 Reply
More answers from Bill
Fallon Financial Svcs (Retired)'s Services and Events
Hi Bill,
It is just as important to set up a digital filing system as a physical filing system, with categories (folders) for like items, customers, vendors, or any categories that work for you. Some day when you have some 'spare' time on your hands (I know - not likely), you might want to 'file' all those scanned documents. You may be able to hire someone to quickly do that for you (an organizer or maybe even a friend). Once you have a system in place, retrieval is simple - not much searching.