Household document organisation checklist

Gather and sort0/6

• Choose one drawer or pile rather than emptying every storage space
• Gather loose paperwork and identify documents needing action
• Group documents by use, such as identity, housing, work and household services
• Keep other household members’ records separate where appropriate
• Put unresolved questions in a small review folder
• Check official retention requirements before discarding documents

Create clear storage0/6

• Label folders with simple names and a consistent date format
• Keep important originals in a suitable secure, dry place
• Scan copies you need for convenient access without assuming scans replace originals
• Check scanned pages are complete and legible before filing them
• Store digital copies in access-controlled folders and arrange a backup
• Dispose of unwanted sensitive papers through a suitable secure method

Make the system maintainable0/6

• Record deadlines separately so important actions are not hidden in folders
• Choose a single place for incoming paperwork
• Schedule a short regular session to process that incoming pile
• Explain the filing system to anyone who needs to use it
• Review who can access shared digital folders
• Review the system after a move or other major household change