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How To Choose The Best Filing System


Follow steps below to choose the best filing system for you or your organization.

Step 1: Identify your setting.
Step 2: Choose your style.
Step 3: Shop your platform.

Step 1: Identify your setting.

Home

Home Filing System

Organize documents for any individual, family, or estate. Rental property files included.

Self-Employed

Self-Employed Filing System

Self-Employed systems include all features of Home systems plus support for freelance workers.

Tip: use the Self-Employed filing system if you hire yourself out, and you do not plan to sell your business.

Business

Business Filing System

Business systems include additional files not included in Self-Employed systems, plus additional business subcategories. Use for non-profit or for-profit organizations.

Save 40% on a Home Filing System with your Business Filing System purchase by entering discount code “HB” at checkout.

Documents

Home Filing Systems
Home
Self-Employed Filing Systems
Self-
Em­ploy­ed
Business Filing Systems
Busi­­ness
Career, certi­ficates, edu­cation, gene­alogy, health, home, mem­ories, pet, war­ranties*
Activ­ities, bene­fits, deduc­tions, estate and direct­ives, school*
Action files, pro­jects, liter­ature, lists, supplies*
Re­ceipts and state­ments by month or by account, income, tax and legal archive*
Associ­ations, insur­ance, invest­ments, loans, rental prop­erty, services, utility info., ve­hicle*
Busi­ness exp­enses, con­tracts, licenses, intel­lect­ual prop­erty, do­mains, form­ation, minutes*
Com­p­any bio, build­­ing, equip­ment, furnish­ings, press, prod­uc­tion, re­leases, reports, testi­monials*
Company shares, creden­tials, cont­inuing edu­cation, expos, grants, pro­ce­dures, sub­sidies
Busi­ness exp­enses by month, income by quarter or by month
*Addi­tional
sub­cate­gories
Home
sub­cate­gories
Home & Self-Em­ploy­ed
sub­­cate­gories
Busi­ness
sub­cate­gories

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Step 2: Choose your style.

Compare filing insurance policies:

Filing System, 1/5 Tab

1/5 Tab

Filing System Example, Insurance, 1-5-Tab

I. Set up each insurance with its own tab, without subfolders.

Filing System Example, Insurance, Interior File

II. Add optional interior file sleeves.

Benefits

  • Fast set up
  • Only hanging files required
  • One-level search
  • Optional interior file sleeves create a tidy look
  • Fan tabs for quick location
  • Straight-line tabs with same subject for clarity
Filing System, 1/3 Tab

1/3 Tab

Filing System Example, Insurance, 1-3-Tab

I. Set up a file with subfolders for each insurance. (If a file is full, add another file behind to hold more folders.)

Filing System Example, Insurance, JUMBO-1-3-Tab

II. Use optional JUMBO file labels with 1/3-cut tabs.

Benefits

  • Lift out folders easily
  • Use folders on the go
  • Return a folder to its main hanging file, using subject cues
  • Locate main topics quickly
  • Subtopics on folders are shown clearly
  • Use either 1/5-cut or 1/3-cut hanging file tabs
  • Read high-contrast subfolder labels in low light
Filing System for Binders

Binders

Binders Filing System Example, Insurance

I. Set up a binder for insurance.

Filing System Example, Insurance, Binder Pockets

II. Use binder pockets for each type of insurance.

Benefits

  • Clear floor space
  • Outward facing titles provide quick location
  • High-capacity binder pockets hold documents
  • Label binder pocket tabs with 1/3 Tab inserts
  • Flip through binders for easy retrieval
  • Take binders on the go

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Step 3: Shop your platform.

Follow the product map below.

Note: shop your filing system and extensions based on your setting and style.

Filing Systems

Filing Systems, 1/5 Tab
1/5 Tab
Filing Systems, 1/3 Tab
1/3 Tab
Filing Systems for Binders
Binders
Home Filing Systems
Home
Home 1/5 Tab Home 1/3 Tab Home Binders
Self-Employed Filing Systems
Self-Employed
Self-Employed 1/5 Tab Self-Employed 1/3 Tab Self-Employed Binders
Business Filing Systems
Business
Business 1/5 Tab Business 1/3 Tab Business Binders

Add-ons for Self-Employed and Business

  • Customer & Job File systems organize client and job records.
  • Employee File systems organize confidential employee and human resources records.
  • Vendor File systems organize records for suppliers and independent contractors specific to your industry.
Filing Systems, 1/5 Tab
1/5 Tab
Filing Systems, 1/3 Tab
1/3 Tab
Filing Systems for Binders
Binders
Customer & Job File Customer & Job File Customer &
Job Binders
Employee File Employee File Employee Binders
Vendor File Vendor File Vendor Binders

Extensions

  • The Projects extension gathers project work together with project sleeves.
  • The Workspace extension organizes project sleeves, notes, correspondence, literature, and miscellaneous items in your dedicated work area.
  • Each Rental Properties extension supports two additional rental properties.
Filing Systems, 1/5 Tab
1/5 Tab
Filing Systems, 1/3 Tab
1/3 Tab
Filing Systems for Binders
Binders
Projects Projects See guide included with any Binders filing system.
Work­space Work­space 1/5 Tab Work­space 1/3 Tab Use any Binders filing system with Work­space 1/3 Tab extension.
Rental Properties Rental Properties 1/5 Tab Rental Properties 1/3 Tab Rental Properties Binders

Extensions for Self-Employed

Each Self-Employed Businesses extension supports two additional freelance workers or income streams.

Filing Systems, 1/5 Tab
1/5 Tab
Filing Systems, 1/3 Tab
1/3 Tab
Filing Systems for Binders
Binders
Self-Employed Busi­nesses Self-Employed Busi­nesses 1/5 Tab Self-Employed Busi­nesses 1/3 Tab Self-Employed Busi­nesses Binders

Blank File Labels & Binder Spine Inserts

Need more customizable labels?

Filing Systems, 1/5 Tab
1/5 Tab
Filing Systems, 1/3 Tab
1/3 Tab
Filing Systems for Binders
Binders
Assorted Assorted 1/5 Tab Assorted 1/3 Tab Assorted Binders
Specific Colors Specific Colors 1/5 Tab Specific Colors 1/3 Tab Specific Colors Binders
Letter and Number Tags Letter and Number Tags

Accessories

Our accessories page directs you to the best accessories for your filing style.


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