User Guidebook
This 30-page guidebook provides a complete solution for all your household papers and includes:
Processes & techniques for handling and processing incoming papers.
Flowcharts are included for every process.
A COMPLETE listing of every household file category, subcategory and content descriptions.
Retention guidelines for every category in the system.
Step-by-step instructions on how to set up your file system.
A list of key documents that every family should have available in an emergency situation.
Forms to monitor and control your incoming mail.
Additional Sections: Defining Functional Workspace, Reducing Junk Mail, Using Planners/Organizers.
Tickler System Tabs
Preprinted tabs (28) designed to keep track of papers that require action.
File System Tabs & Labels
Preprinted tabs (128) for every category. Preprinted labels (323) for every subcategory. Both provide for a COMPLETE filing system.
Consultation Session
A 30-minute phone consultation designed to get you started! We will review your unique situation, recommend a paper conversion strategy & discuss any processing issues.
**File System Conversion (Locally-based clients only)
We can sort, organize and convert your papers to the new system. **An hourly rate is charged for this additional service.
