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3 Tips on How to Organize Important Documents at Home

6/24/2020

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We find ourselves in a new working landscape due to the evolving pandemic, which for many of us means working remotely, even as the country continues to open up. Keeping an organized workspace for yourselves and employees is crucial to maximizing efficiency in a time of such uncertainty. It's all too easy for papers and boxes of files to start piling up, especially in document-heavy professional fields such as the accounting, healthcare, banking and legal industries. Staying on top of your game when it comes to clearing out your office is important -- it's easier to stay organized than it is to reorganize, and R4’s document management & scanning services can help.Here are some helpful tips on how to organize important documents at home.

1. Scan and index your important files
By scanning and indexing your important documents at home, you're not only creating backups of the hard copies, you're digitizing them for maximized accessibility. Gone and forgotten are the days of sifting through boxes and digging through file cabinets. With your digital documents, you can pull up any file from any computer with a web browser. Through a secure connection, you can easily search for files, pull them up, make notes on them and directly print, email and fax. All of our digital scanning, indexing and mobile access software are fully HIPAA-compliant.

2. Get rid of unnecessary files
After scanning and indexing, you might not need hard copies anymore, so there are a few options for you. The first option is to destroy them. We have discussed the importance of maintaining a rigid retention schedule many times in the past, and it still holds true for nearly every industry. Outdated medical records with sensitive patient information, old financial statements and tax info (including SSNs) may be unnecessary to keep around the home office. Here's a list of documents you should destroy, but probably aren't. Keeping hard copies of outdated files doesn't just clutter your physical office space, it opens you up to legal liabilities and tax audits. R4 Services has the state-of-the-art document destruction equipment that can securely and confidentially destroy any media type from paper, film, tapes, monitors, disks, x-rays and hard drives.

3. Store your documents offsite
Perhaps you're looking at how to organize important documents at home without destroying those mountains of paperwork. Whether it's for sentimental value or to remain legally compliant, you might need to keep those documents -- yet, you don't want it taking up your real estate. In that case, consider storing your documents off site via vault services. It guarantees to keep your records accessible 24/7 for any media type: computer tapes, disks, video/audio recordings, microfilm, microfiche, x-rays. We can also provide climate-controlled storage space for older, sensitive things such as paintings, archival documents, books, photography, and business-critical documents (eg. disaster recovery plans).

Any and all of these methods work for any industry from medical, legal, education and more. These best-practices will help to keep your home office organized to maximize efficiency, while keeping a more breathable and uncluttered office space. 

To find out more on how to organize important documents at home, contact us at 773-843-3915 or orders@r4services.com

Other R4 Services Solutions include: 
Document Management
​Shredding Services
Destruction Services
Hard Drive Destruction
Electronics Recycling
Vault Services
Indexing
Disaster Recovery
Web Access
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