3 Easy Steps to Organizing Documents for Dummies

easy steps organizing documents business file sorting

Did you know that there are over 300,000 items in the average American home? Are you looking for tips on organizing documents for dummies to help get your files sorted?

In this article, explore the top tips to ensure that all of your documents are organized and easy to find. Read on to discover these tips to take your file items from lost and disorganized, to an organized paradise. 

How To Organize Documents

When you start organizing documents, it’s a good idea to separate them into stations. The stations can be a filing system, inbox, and reading container. 

1. Reading Container

A reading container is where you keep catalogs, magazines, and other items you read. Consider using a bin or storage box for this option. 

2. Filing System

A filing system is vital for keeping any mail or other important paperwork you want to keep. This will ensure it’s easy to find. 

3. The Inbox

The inbox is where all different papers enter your home go to. This is where you decide what happens to each item next whether it goes into the filing system or reading container. Ensure that you stay on top of it so it doesn’t fill up. 

Label Files

In your filing system, it is a good idea to label your files to find them easily. For example, one label can say taxes for each year. Within your labeling system, you can also have sub-files as well. 

Filing Cabinet

Consider a filing cabinet if you have paperwork that needs to be organized and neat. Use the internal file folders and hanging files for this as well. When you label them it can make it easy to find what you need. 


Shred the items that you don’t need to keep but have personal information. Envelopes that have your address need to be shredded, along with any other personal information. 


If you are a small business, you’ll want to keep track of all invoices and receipts. They’re vital for tax deductions as well when you go to do your taxes. 

Determining Storage Needs

While some might need to keep items in storage, the most ideal route is to find room in your home with a filing system. Determine how many items will need to be easily accessible whether that’s daily, weekly, etc. 

Consider keeping them near your workspace if you work from home. Choose a filing cabinet or system that allows room for growth. While you might be tempted to buy one that fits your current needs, keep in mind that you’ll have more paperwork in time. 

File Folders

Consider file folders with tabs to make organization a breeze. Consider having different colors depending on what they contain. For example, using a blue folder for client files. 


Consider going paperless for a greener option. You can keep these items digitally, just ensure that you backup this information in case your computer ever gets wiped. Paperless files are much easier to sort and distribute as well!

Steps for Organizing Documents

Now that you’ve explored these steps for organizing documents, you should be well on your way to a more organized home! Would you like to read more business content to organize your entrepreneurship? For everything from SEO to Tech, check out our other articles today here on Everything Entrepreneur.