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Subject Classification Systems group documents or files of similar content and subject together in logical categories, such as financial, tax, legal, personal, family, etc). In the FileWISE™ subject classification system, documents and files are sorted into a hierarchy (different levels) of primary classes, categories and sub-categories. Back to Top What are the FileWISE™ Filing System Products? The FileWISE™ Filing System is a comprehensive document management
system that provides users with a simple, yet powerful solution to organizing, storing,
managing and retrieving paper documents and files. There are two (2) FileWISE™ Filing
System The FileWISE™ File Dividers The FileWISE™ File Dividers (or "file guides") are used with hanging folders and / or file folders to segment documents and files into the different FileWISE™ classifications (Primary Class, Category, and Sub-Category). These file dividers are color-coded, and contain an icon and name printed on the tab that is related to the FileWISE™ Category / Sub-Category they are associated with. The Filing System products also include 25 Blank Dividers that you can use to create your own custom categories and sub-categories. The FileWISE™ Software
> Universal File Index (with hundreds of common file types listed alphabetically.) > Document Retention Guidelines > Re-printable FileWISE "To-Do" List How does
FileWISE™sort documents into a subject classification? There are three (3) levels in the
FileWISE™ subject classification system. This three (3) tiered system is consistently
used throughout all FileWISE products including the Filing System Products and Deluxe
Software Product Here is an overview of that system:
Category The 2nd Level of classification in FileWISE™ is known as a "Category" In FileWISE™, Categories are "nested" (contained within) inside a Primary Class as shown in this diagram: Sub-Category The 3rd Level of classification in FileWISE™ is known as a "Sub-Category" In FileWISE™, Sub-Categories are nested inside a Category, as shown in this diagram:
Let’s examine an example of how a BANK CHECKING ACCOUNT STATEMENT is classified inside the three levels of the Home Edition of FileWISE™ … The appropriate 1st level (Primary Class) is Financial. The FINANCIAL Primary Class in
FileWISE contains 5 Categories where documents and files related to financial matters are
classified and stored, as shown in the following diagram: The appropriate 2nd Level (Category) is Bank. Since the document in our example is related to BANK, we can ‘open’ Category
"C. Bank" to
As you can see from the diagram, there are seven (7) Sub-Category classifications in
the Category "C. Bank." These Sub-Categories are labeled from C-1 through C-7. This same "3 level hierarchy" (order) of Primary Class / Category / Sub-Category is used throughout the rest of the FileWISE™ classification system. In the HOME Edition, there are 5 Primary Classes, 14 Categories, and 137 Sub-Categories In the BUSINESS Edition, there are 9 Primary Classes, 26 Categories, and 261 Sub-Categories What are the "FileWISE Keywords" and how can they help me? The FileWISE™ Keywords are a group of over 5,000 synonymous words that are associated with the subject or topic related to each of the Sub-Catgeories in the FileWISE™ Classification System. For example, in the Home Edition, here are the FileWISE™ Keywords for the
Sub-Category "C-3 Checking Account Statements"
These keywords are contained in the FileWISE Deluxe Software Product, and can be used
to help identify items that you create an index for..using this software. Click HERE to learn more about the FileWISE Deluxe Software Product. Back to Top The FileWISE™ Deluxe Software is used (either with or without the FileWISE™ File Dividers) to create, convert and maintain an organized system for filing your paper documents, files, and other "stuff." The FileWISE™ Deluxe Software contains:
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