{"id":2377,"date":"2019-03-01T04:00:50","date_gmt":"2019-03-01T10:00:50","guid":{"rendered":"https:\/\/www.kerryaclark.com\/blog\/?p=2377"},"modified":"2019-03-15T10:05:07","modified_gmt":"2019-03-15T15:05:07","slug":"digital-filing","status":"publish","type":"post","link":"https:\/\/www.kerryaclark.com\/blog\/digital-filing\/","title":{"rendered":"What\u2019s a Digital Filing Cabinet?"},"content":{"rendered":"<h2><span style=\"font-weight: 400;\"> The Concept of a Digital Toolbox &#8211; Part 8<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">How does your family deal with storing all its paperwork?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tell me you\u2019re not filing it all away in file cabinets or drawers or trashing it. Not being able to put your hands on these items is a scary thought. If you have a broken system for storing your documents and paperwork, it\u2019s almost as bad as not having a system at all. &nbsp;What\u2019s even worse is knowing that you have it and can\u2019t put your hands on it.<\/span><span style=\"font-weight: 400;\"><\/span><\/p>\n<p><b><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-2379 alignleft\" src=\"https:\/\/i0.wp.com\/www.kerryaclark.com\/blog\/wp-content\/uploads\/2019\/03\/20190301-TIF-SM-What%E2%80%99s-a-Digital-Filing-Cabinet_.png?resize=400%2C400&#038;ssl=1\" alt=\"\" width=\"400\" height=\"400\" srcset=\"https:\/\/i0.wp.com\/www.kerryaclark.com\/blog\/wp-content\/uploads\/2019\/03\/20190301-TIF-SM-What%E2%80%99s-a-Digital-Filing-Cabinet_.png?resize=400%2C400&amp;ssl=1 400w, https:\/\/i0.wp.com\/www.kerryaclark.com\/blog\/wp-content\/uploads\/2019\/03\/20190301-TIF-SM-What%E2%80%99s-a-Digital-Filing-Cabinet_.png?resize=150%2C150&amp;ssl=1 150w, https:\/\/i0.wp.com\/www.kerryaclark.com\/blog\/wp-content\/uploads\/2019\/03\/20190301-TIF-SM-What%E2%80%99s-a-Digital-Filing-Cabinet_.png?resize=768%2C768&amp;ssl=1 768w, https:\/\/i0.wp.com\/www.kerryaclark.com\/blog\/wp-content\/uploads\/2019\/03\/20190301-TIF-SM-What%E2%80%99s-a-Digital-Filing-Cabinet_.png?resize=300%2C300&amp;ssl=1 300w, https:\/\/i0.wp.com\/www.kerryaclark.com\/blog\/wp-content\/uploads\/2019\/03\/20190301-TIF-SM-What%E2%80%99s-a-Digital-Filing-Cabinet_.png?resize=600%2C600&amp;ssl=1 600w, https:\/\/i0.wp.com\/www.kerryaclark.com\/blog\/wp-content\/uploads\/2019\/03\/20190301-TIF-SM-What%E2%80%99s-a-Digital-Filing-Cabinet_.png?resize=100%2C100&amp;ssl=1 100w, https:\/\/i0.wp.com\/www.kerryaclark.com\/blog\/wp-content\/uploads\/2019\/03\/20190301-TIF-SM-What%E2%80%99s-a-Digital-Filing-Cabinet_.png?w=800&amp;ssl=1 800w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/>The end to filing cabinets, file folders, and binders<\/b><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">I say it\u2019s the end, but not really. &nbsp;It\u2019s the end to physical ones: filing cabinets, file folders, and binders. &nbsp;Filing cabinets were a big thing just prior to Y2K (2000). Physical filing that is. &nbsp;Now we have the ability to digitally file the items we once physically filed away. This is very important to me (us). &nbsp;As I\u2019ve said before, I don\u2019t like to discard anything. If I have it then I could possibly need it again one day. I\u2019m that person who will throw nothing away. &nbsp;Not a single piece of paper that might be important or remotely needed at some time past, present or future. The challenge we faced was I used to keep these items in filing cabinets. &nbsp;As the years passed, year 1, year 2, year 3, and so forth, the filing folders get filled and there\u2019s no more room. Then there are the files that don\u2019t have a folder designated and there are no extra folders at your disposal. &nbsp;Paper begins to pile and stack again.<\/span><span style=\"font-weight: 400;\"><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Well digital filing has resolved the majority of this. &nbsp;In fact, I can\u2019t imagine how we managed without the digital storage tool we use today. &nbsp;Our solution is a product by Microsoft that\u2019s a hidden gem. It should be the number one tool in their productivity software package. &nbsp;I rank it above MS Word and even my beloved Excel. MS OneNote is my most used tool in the MS Office Suite. Now I\u2019d like a share a little bit with you on how we use it.<\/span><span style=\"font-weight: 400;\"><\/span><\/p>\n<p><strong>The uses of a digital filing cabinet<\/strong><br \/>\n<span style=\"font-weight: 400;\">Let\u2019s take a quick peek inside the world we\u2019ve created using MS OneNote.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><strong>Designing a digital filing structure<\/strong><b>. <\/b><span style=\"font-weight: 400;\">&nbsp;Designing a digital filing structure is easier than creating a physical one. &nbsp;You can mess up without having to purchase more file folders or in my case file folder labels (which must be perfect). &nbsp;We have created a filing structure that matches the sections you can find in our family plan. <\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">For example, when we receive an electric statement, it\u2019s scanned and stored in the digital drawer (MS OneNote Notebook) for \u201cElectric-Company\u201d under \u201c2019-Binder\\Accounting\\Utilities\\\u201d. &nbsp;The paper can then be easy and quickly tossed. The statement is scanned and stored.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Commit to storing everything.<\/strong><span style=\"font-weight: 400;\"> &nbsp;Make the decision to scan everything. &nbsp;&nbsp;Let it be a rare occasion that you keep any physical paperwork. &nbsp;The temptation will be for you to hold on to the paperwork; that\u2019s normal, but don\u2019t surrender to the temptation to keep it. &nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Here are 11 items you can begin digitally storing today.<\/span>\n<ul>\n<li style=\"font-weight: 400;\"><strong>Mail.<\/strong><span style=\"font-weight: 400;\"> &nbsp;Store anything you receive in the mail; it\u2019s the perfect target for your digital storage.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Emails.<\/strong><span style=\"font-weight: 400;\"> &nbsp;Storing emails outside of your email application doesn\u2019t seem natural. &nbsp;It\u2019s not. Emails can be stored here so that you can eliminate the email clutter. &nbsp;It helps you retain the stuff you\u2019d like to keep, but don\u2019t want to continue to see in your email inbox. <\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Student records.<\/strong><span style=\"font-weight: 400;\"> &nbsp;You can have a single place or home for all your children\u2019s student records, report cards, and class work if you like to keep that kind of stuff.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Charity information.<\/strong> <span style=\"font-weight: 400;\">&nbsp;You can store information you receive from your church and even the message notes you accumulate from week to week.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Financial records.<\/strong><span style=\"font-weight: 400;\"> &nbsp;All your financial records and statements can be kept in one place and it\u2019s easy: it\u2019s OneNote.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Insurance policies.<\/strong><span style=\"font-weight: 400;\"> &nbsp;This is good because these are documents you never have on hand when you need them. &nbsp;By storing them digitally, you have them with you always and everywhere you go.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Travel Plans.<\/strong><span style=\"font-weight: 400;\"> &nbsp;Travel plans, keepsakes from travel, pictures, records, tickets&#8230; you name it, can all go into your digital filing cabinets.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Employment records.<\/strong><span style=\"font-weight: 400;\"> &nbsp;Anyone who has a job accumulates employment records, from payment statements to benefit enrollment information. &nbsp;We all have it and can\u2019t put our hands on it when we need it, but digital filling makes it possible.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Medical and Dental Records.<\/strong><span style=\"font-weight: 400;\"> &nbsp;I no longer have to look for these important documents. &nbsp;They are stored in MS OneNote and can go with me everywhere I go.<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Tax Information.<\/strong> <span style=\"font-weight: 400;\">&nbsp;You want a place to keep up with the items you use to do your taxes. &nbsp;I have a folder in OneNote for that. Maybe you need to take a look back at a previous year\u2019s tax filings, OneNote can handle it. &nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\"><strong>Keepsakes and precious items.<\/strong><span style=\"font-weight: 400;\"> &nbsp;Sometime it\u2019s just easier to capture a picture of the special items you receive and store them. &nbsp;Some items are just to remind us of something or someone special. It\u2019s like the birthday cards you receive. &nbsp;Can you pull all your birthday cards and wishes up you received last year? I can&#8230; because of OneNote (digital filing).<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">&#8230;and anything else you can think of.<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Today is Friday!<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">Trust me when I say this, I could go on and on about MS OneNote. &nbsp;Just ask my friends and coworkers. I\u2019ve been using it since 2013 for making our home, our lives, our business paperless. &nbsp;Besides being paperless, it makes accessing our records and filing more convenient. I invite you to give creating your very own digital filing system a try, you won\u2019t be sorry that you did.<\/span><\/p>\n<p class=\"p1\"><span class=\"s1\"><div class=\"su-note\"  style=\"border-color:#c7ced4;border-radius:3px;-moz-border-radius:3px;-webkit-border-radius:3px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#E1E8EE;border-color:#ffffff;color:#333333;border-radius:3px;-moz-border-radius:3px;-webkit-border-radius:3px;\"><div class=\"su-note\"  style=\"border-color:#e5e5e5;border-radius:3px;-moz-border-radius:3px;-webkit-border-radius:3px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#FFFFFF;border-color:#ffffff;color:#000000;border-radius:3px;-moz-border-radius:3px;-webkit-border-radius:3px;\"><a href=\"https:\/\/www.kerryaclark.com\/blog\/familyplan\/\" target=\"_blank\" rel=\"noopener noreferrer\">The Family Plan Binder<\/a><a href=\"https:\/\/www.kerryaclark.com\/blog\/familyplan\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-1025\" src=\"https:\/\/i0.wp.com\/kerryaclark.com\/blog\/wp-content\/uploads\/2017\/04\/Family-Plan-Cover-e1493399146525.png?resize=115%2C149\" alt=\"\" width=\"115\" height=\"149\" \/><\/a> is available now! <p><\/p>\nOur team has worked very hard putting it together. We designed it to help you and your family move the needle forward in making your life your business. \nFind out more about the Family plan <a href=\"https:\/\/www.kerryaclark.com\/blog\/familyplan\/\" target=\"_blank\" rel=\"noopener noreferrer\">here.<\/a><\/div><\/div><\/div><\/div><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Concept of a Digital Toolbox &#8211; Part 8 How does your family deal with storing all its paperwork? Tell me you\u2019re not filing it all away in file cabinets or drawers or trashing it. Not being able to put your hands on these items is a scary thought. If you have a broken system [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":2378,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[24,93],"tags":[],"class_list":{"0":"post-2377","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-office-administration","8":"category-the-concept-of-a-digital-toolbox","9":"entry"},"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/www.kerryaclark.com\/blog\/wp-content\/uploads\/2019\/03\/20190301-TIF-Blog-What%E2%80%99s-a-Digital-Filing-Cabinet_.png?fit=760%2C360&ssl=1","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p4jb7V-Cl","_links":{"self":[{"href":"https:\/\/www.kerryaclark.com\/blog\/wp-json\/wp\/v2\/posts\/2377","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kerryaclark.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kerryaclark.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kerryaclark.com\/blog\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kerryaclark.com\/blog\/wp-json\/wp\/v2\/comments?post=2377"}],"version-history":[{"count":3,"href":"https:\/\/www.kerryaclark.com\/blog\/wp-json\/wp\/v2\/posts\/2377\/revisions"}],"predecessor-version":[{"id":2440,"href":"https:\/\/www.kerryaclark.com\/blog\/wp-json\/wp\/v2\/posts\/2377\/revisions\/2440"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kerryaclark.com\/blog\/wp-json\/wp\/v2\/media\/2378"}],"wp:attachment":[{"href":"https:\/\/www.kerryaclark.com\/blog\/wp-json\/wp\/v2\/media?parent=2377"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kerryaclark.com\/blog\/wp-json\/wp\/v2\/categories?post=2377"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kerryaclark.com\/blog\/wp-json\/wp\/v2\/tags?post=2377"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}