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LEGACY 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 Self-Employed Filing Systems
Home and Self-Employed

Career, certi­ficates, edu­cation, gene­alogy, health, home, mem­ories, pet, war­ranties, activ­ities, bene­fits, deduc­tions, estate and direct­ives, school*
Home Filing Systems Self-Employed Filing Systems Business Filing Systems
All Systems

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*
Self-Employed Filing Systems Business Filing Systems
Self-Employed and Business

Busi­ness exp­enses, con­tracts, licenses, intel­lect­ual prop­erty, do­mains, form­ation, minutes*
Business Filing Systems
Business

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 provided for each setting.

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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. Choose one of three spine widths.

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.

Shop your filing system based on your setting and style.

Add-ons are indicated within each product's listing.

Filing Systems

Home Filing Systems Filing Systems, 1/5 Tab
Home 1/5 Tab Filing System

Home Filing Systems Filing Systems, 1/3 Tab
Home 1/3 Tab Filing System

Home Filing Systems Filing Systems for Binders
Home Binders Filing System

Self-Employed Filing Systems Filing Systems, 1/5 Tab
Self-Employed 1/5 Tab Filing System

Self-Employed Filing Systems Filing Systems, 1/3 Tab
Self-Employed 1/3 Tab Filing System

Self-Employed Filing Systems Filing Systems for Binders
Self-Employed Binders Filing System

Business Filing Systems Filing Systems, 1/5 Tab
Business 1/5 Tab Filing System

Business Filing Systems Filing Systems, 1/3 Tab
Business 1/3 Tab Filing System

Business Filing Systems Filing Systems for Binders
Business Binders Filing System


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