What are the methods and steps to organize files?

1, collect all files. The filing of documents is carried out according to a certain cycle, which may be one year or one quarter. Therefore, when filing, all documents should be collected in units of years or quarters to ensure the smooth filing in the later period.

2. Screening according to relevant articles of association. Generally speaking, files that have no current or future reference, use or execution value do not need to be saved. Such documents can be eliminated and destroyed first, and the remaining documents can be screened according to the specific requirements of government agencies and units for archival filing management.

3. Divide categories and levels. After the screening work is completed, the file managers can classify the files horizontally according to the name of the department they belong to, and then arrange them vertically according to the subordinate relationship. Files that cannot be classified can be filed side by side with the files of the department as appropriate.

4. Determine the storage period. All documents that can affect the overall situation of the entity and its functions need to be kept permanently. The remaining archived documents can be kept for a long time according to their value, duration and relevant rules and regulations, and cannot be destroyed prematurely.