A Personal Organizer

Document Organizing Checklist

Declutter and organize your documents

• Research and buy a fire-proof filing box.

  ×

  How to do this task:

  Subtasks:

• Supplies - have a scanner, filing folders, labels and pen ready. The app Genius Scan is great if you don't have a scanner.

  ×

  How to do this task:

  Subtasks:

• Organize your documents in categories.

  ×

  How to do this task:

  Subtasks:

• Here are some of them: Legal, Money, Taxes, Insurance, Medical, Home, Auto, Business. See more categories back on the post.

  ×

  How to do this task:

  Subtasks:

• Scan your important documents and save on the cloud and on a pen drive.

  ×

  How to do this task:

  Subtasks:

• Create the files for the categories you need.

  ×

  How to do this task:

  Subtasks:

• Place your important documents in their respective files.

  ×

  How to do this task:

  Subtasks:

• Label each file accordingly.

  ×

  How to do this task:

  Subtasks:

• Make a list of the contents of each file, print it and store it inside your box. Keep a copy of this list in the buck-up pen drive.

  ×

  How to do this task:

  Subtasks:

• Select a location to keep your fire-proof box. Keep it where it's easy to access in case of an emergency.

  ×

  How to do this task:

  Subtasks: