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Questions and answers
How do I go about filing documents?
The following steps are important for document storage - whether digital or physical:
- Consider a suitable folder structure (as well as subfolders or table of contents) or compartmentalization
- Select a specific folder system: Location, hierarchy, file names, etc.
- Fill new filing system with existing files / documents
- Maximize efficiency, e.g. by eliminating paper documents thanks to digitization and corresponding software programs or by filing documents immediately after use
- Ensure data protection (backups, protection against hacking, locking cabinets or offices)
- Organize and manage access rights to folders (clear and transparent regulation required)
- Regularly check and optimize document management (possibly with professional help)
Which is better - office filing cabinet or digital?
It is difficult to say in general terms whether an office or digital filing cabinet is better. Of course, both have advantages - digital filing requires less space in the office, can be stored multiple times for security, can be reused in software systems and can be accessed from anywhere and distributed quickly (if further away). With physical storage, no additional digitization is required, data security is sometimes easier to organize and faster local distribution is possible. This must therefore be decided according to the circumstances and needs of the company.
How does file storage work?
File storage has the following important criteria:
- Building block principle for folders and subfolders or tables of contents
- Names should always be written according to the same principle (date, name, etc.)
- You should immediately recognize the logic used for filing and implement this uniformly
- Inform colleagues about the logic and filing method or document it somewhere visible
Why is the office filing system important?
Office filing or additional filing is important because:
- a flawless flow of information is to be guaranteed
- is one of the most important areas of organization in the secretariat to ensure that it functions properly
- to find the required documents quickly and easily
- anyone can find their way around, provided they understand the logic behind the filing system
- then a replacement can be ensured in case of absence
- it is also partly required by law (patient dossiers, data protection law, etc.)
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