Business Filing System Small Business Company Folder Structure Template

This doesn t strictly have to be by computer file type but instead can use folders with names like.

Business filing system small business company folder structure template.

However it helps to have a base system from. If departments tend to lead their own projects as opposed to company wide initiatives this structure is ideal. Receipts and invoices. Marketing would have folders like admin ads budget and logos while it might have folders like installers network and inventory.

For instance suppose that you use images video or even paper photos in your business. For example if you wanted to file your company logo files i would recommend they go in a folder under this structure. Remember to include whether or not the file will be on your computer system an in house server in the cloud or filed in a physical location such as a filing cabinet. Furthermore if others are looking for folders alphabetically they could easily miss a floating folder and duplicate information.

File type based file organization system. Instead of flipping through folders and stacks while risking papercuts and headaches a digital system will allow you to search a few keywords or sort files into an alphabetical list and easily find what you want. Floating folders are the easy way out rather than committing to using an effective file structure. After that people can make up logically folders to group similar documents.

Very small or new businesses can start off with one folder filled with dividers for each section. The following table suggests essential file drawers to label in an actual file cabinet or two and what must keep information to file in each. 40 marketing branding logos. A file type based system groups everything into folders based on what kind of file it is.

An entry in your file locations list might be. And the like within each folder you put all the files of that kind. A nonexistent or messy filing system can add days of extra effort at income tax time as you don t want to miss out on tax deductions because of missing receipts. Filing receipts and invoices properly is one of the most important things a small business needs to do.

As the business grows the sections can be split out into new folders. And i suggest you use this structure for filing your emails under your email inbox. Part of small business kit for dummies cheat sheet. Create a file structure on your computer or network that works for you.

Digital filing systems automate the finding files aspect of your office filing system. No folder structure or file organization system is going to be perfect. Work with managers to create subfolders that best meet each team s needs. The number of folders or binders you need will depend on how many transactions your business carries out.