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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

Home systems cover all aspects of personal and household administration, estate organization, and rental property management.

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, and additional business subcategories. Use for non-profit or for-profit organizations.

Compare Filing Topics For Each Setting

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 how to file insurance policies with each style: 1/5 Tab, 1/3 Tab, and Binders.

Filing System, 1/5 Tab

1/5 Tab Example

Filing System Example, Insurance, 1-5-Tab

I. Set up each type of insurance with its own hanging file and tab, without subfolders.

Filing System Example, Insurance, Interior File

II. Add optional interior file sleeves to hold documents, or to create subdivisions. Print or handwrite onto interior file labels.

Filing System, 1/3 Tab

1/3 Tab Example

Filing System Example, Insurance, 1-3-Tab

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

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

II. Use optional JUMBO 1/3 Tab file labels on the main hanging file.

Filing System for Binders

Binders Example


Binders Filing System Example, Insurance

I. Set up a binder for insurance by sliding a FreedomFiler binder spine insert into any standard view binder ½-inch or greater in width.

Filing System Example, Insurance, Binder Pockets

II. Set up a binder pocket for each type of insurance. Apply labels from any 1/3 Tab filing system to FreedomFiler 1/3 Tab Binder Pockets.

Style Benefits Comparison

Filing Systems, 1/5 Tab
1/5 Tab
  • Set up fast.
  • Simplify supplies with only hanging files and tabs.
  • Simplify search to one-level.
  • Add optional interior file sleeves for a tidy look when subdividing files.
  • Freely subdivide topics among both hanging files or interior files, as you see fit.
  • Fan tabs for visibility; straight-line tabs of the same subject for clarity.
Filing Systems, 1/3 Tab
1/3 Tab
  • Lift out folders easily without the hanging file.
  • Conveniently handle folders on the desktop or on the go.
  • Search fewer main topic headings.
  • Subtopics on folders shown clearly.
  • Return folder to main hanging file, using subject cues.
  • Works with either 1/5-cut or 1/3-cut hanging file tabs.
  • JUMBO 1/3 Tab option with black-on-white subtitles improves readability in low light.
Filing Systems for Binders
Binders
  • Utilize shelf space while clearing floor and leg space.
  • Easily locate binders with outward facing titles.
  • Browse binders for easy document retrieval.
  • High-capacity binder pockets provide flexible storage.
  • Conveniently label binder pocket tabs with 1/3 Tab inserts.
  • Carry binders on the go.

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Step 3: Shop your platform.

Follow the product map below.

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-on Filing Systems 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

Filing System Extensions

  • The Projects extension gathers project work together with project sleeves and labels.
  • Workspace extensions organize project sleeves, notes, correspondence, literature, and miscellaneous items in your dedicated work area.
  • Each Rental Properties extension organizes records for 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

Filing System Extensions for Self-Employed

  • Each Self-Employed Businesses extension organizes records for 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

  • Each assorted blank label pack includes two sheets of each FreedomFiler color, plus a sheet of letter and number tags.
  • Each blank label pack in specific colors includes four sheets.
  • Each pack of letter and number tags includes four sheets. Choose either confidential tags or blank tags at the bottom of the sheets. All sheets include vital record tags.
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

Filing System Accessories

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


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