Whether if you’re working on a construction project, running a program development firm, or taking care of an educational institution, document processing is in the middle of your business. From bills to submittals to agreements and legal agreements, the majority of organizations deal with hundreds of paperwork every day. Having a clear-cut doc workflow differences between coaching and mentoring and streamlined documentation functions in place minimizes confusion, frustration, and risk, while eradicating duplicate work.

The easiest way to streamline your workflow is by stocking all of your important files within a centralized location. That way, you can easily access the knowledge that you need—whether you’re at your desk, while travelling, or from home. This eliminates a lot of the headaches and remodel caused by searching meant for important docs in multiple places or relying on distinct tools to your work (ex: scheduling in Excel, invoicing in email, submitting assignments in spreadsheets).

Next, you must organize the documents that you’re keeping. This can be done in a variety of methods. Some people like to keep a folder for every single project they’re working on. Consequently, each of these folders can have subfolders just for client or OC documents. Other people choose to go the archival way, sorting all their documents in to stacks based on category: family records, financial and home purchasing files in one heap, medical documents and given in another, and good old tax documents, service legal papers, and transcripts in a final pile.

You could also use a file organization tool to instantly file new documents in the appropriate files. This is especially great for recurring categories of documents, such as economical statements, insurance forms, and recurring bills.