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fileWISE® products were designed to make it easy to
convert all types of existing filing system into the fileWISE® Filing System.
Whether you use an
alphabetical system, a numerical system, a subject
classification system, or another "home-spun"
system, you'll find thefileWISE®
Filing
System components incredibly
useful during the conversion process.
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First, setting up the
fileWISE®
Components is a snap...
Find a suitable location to arrange your new fileWISE®
File Dividers,
decide what type of file folders you will use. (Hanging
folders, standard file folders, or no folders at all)
Next,
use the
fileWISE®
Universal Index to identify NEW locations for
your files
After you've installed the fileWISE®
Software
CD that comes with your Filing System Product on your
computer...open the fileWISE®
User Guide and navigate to the Universal
File Index, and and
either conduct a keyword search for the documents you want to
convert, or print out the user guide and look for matches to
your documents manually.
When you find a match, simply insert your old document into
it's "new" fileWISE®
location! It's not only easy...it's actually fun to
do!
Finally,
use the
fileWISE®
Document Retention Guidelines to clean
clutter out of files
There is no sense in moving old, outdated files from your old
system into your new fileWISE®
system! Use the Document
Retention Guidelines to determine which files can be
moved into archival storage or can be disposed of. While you
are at it, you can begin assigning new retention dates to the
documents that you do convert from the old to new systems!
Continue the tour to learn how to manage daily paper flow...
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