File Classification

File classification is the process of organizing documents and records into an organized system so that they are very easy to find. This is especially beneficial if the organization has multiple departments and staff from one department must locate documents in a separate department. File classification is organized by:

♦  Primary Heading – typically by department
♦  Secondary Heading – types of documents in that department
♦  Tertiary Heading – further definition of documents such as by year

Paper files before being scannedFile classification also involves determining the retention and security of the documents.

This process must be performed before the installation of an electronic document and records management system but is also very useful for paper based systems.

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