QA

Quick Answer: How To Store Important Documents

The solution: Sort out the must-keeps into three places — a lockable file cabinet, long-term storage, and an emergency kit. Fill a fireproof box with difficult-to-replace documents (such as birth and marriage certificates, passports, Social Security cards, wills, and copies of prescriptions).

What is the best way to store important documents?

FEMA recommends storing electronic copies of important documents in a password-protected format on a removable flash drive or external hard drive within a fireproof and water-resistant box or safe.

How do you store important documents at home?

Use plastic page slips When storing your documents in a safe, you’ll want to protect them from any wear and tear or accidental spills. One way to do this is by using plastic page slips. Put documents in a plastic sleeve and then file in a binder or box. The binder can then go inside your safe.

How do you organize and store important documents?

Paper documents should go into a locked location. Crucial items — such as birth and marriage certificates, titles, wills, insurance policies — are candidates for a safe deposit box or fireproof safe. Store the safe “somewhere not obvious in the case of a break-in,” Madison says, and keep digital copies of its contents.

How do you store documents?

Storing Documents Digitally Use Windows libraries to store documents on your hard drive. Store your documents in the cloud via a service like OneDrive or Google Drive. Backup your documents to external storage hardware like removable hard drives. Store documents using a specially-designed DMS.

How do you protect documents?

First, open the Office document you would like to protect. Click the File menu, select the Info tab, and then select the Protect Document button. Click Encrypt with Password. Enter your password then click OK.

How do you store documents long term?

Store items at a low temperature and a low relative humidity The lower the temperature the longer your items will last, because cooler temperatures slow the rate of chemical decay and reduce insect activity. Keep the relative humidity (rH) below 65% to prevent mold growth and reduce insect activity.

What are the 5 basic filing systems?

There are 5 methods of filing: Filing by Subject/Category. Filing in Alphabetical order. Filing by Numbers/Numerical order. Filing by Places/Geographical order. Filing by Dates/Chronological order.

How do I store old documents?

Caring for Your Paper Documents Store papers in a cool, dry, dark environment. Heat and humidity can cause paper to become brittle or moldy, and light can cause fading or yellowing. Store papers in archival containers. Boxes, paper sleeves, folders, or mats should always be preservation quality.

What personal papers should be kept?

What Financial Documents Should You Keep Forever? Birth certificates. Social Security cards. Marriage certificates. Adoption papers. Death certificates. Passports. Wills and living wills. Powers of attorney.

How do you store important documents electronically?

For digital documents, storing your information in the cloud is another secure way to keep them safe. With an internet connection, companies like Dropbox, Google Drive and Microsoft OneDrive are available with 24/7 access wherever you are.

What are the two ways to protect a document?

How to Protect Your Microsoft Word Documents Read-Only Mode. You can ensure no one else can edit a document by making it read-only. Password Encryption. Restrict Format Editing. Restrict Content Editing. Editing Exceptions. Enforce Protection. Add Digital Signature. Mark As Final.

How do I protect part of a Word document?

Protecting Parts of a Document Choose Protect Document from the Tools menu. Make sure the Forms radio button is selected. Click on the Sections button. Make sure that only the section (or sections) you want protected are selected in the list of sections. Click on the OK button.

How do I protect a form in Word?

Protect the form Go to Developer > Protect Form. Note: To unprotect the form and continue editing, select Protect Form again. Save and close the form.

How do I protect old documents?

Properly store your documents. Store documents flat in a cool, dry, and dark area. Papers should always be stored in acid-free, alkaline materials (like boxes, folders, or mats) or in polyester film folders. Never keep your documents in a damp or humid areas, such as basements, attics, or bathrooms.

Where do you keep valuable documents?

Where to Keep Your Important Papers Wallet. You are, obviously, very limited in what you can keep in such a small space. Safe Deposit Box. You can rent a safe deposit at your bank or credit union for a small annual fee. Home Box. Attorney. Out-of-Area Friend or Relative. Online or Digital Storage.

What are the six basic filing methods?

Filing Methods: Alphabetical, Numerical, geographical, chronological and subject wise Bases of classification of files. Alphabetical classification. Advantages. Disadvantages. Advantages. Disadvantages. Advantages. Disadvantages.

What is the most efficient filing system?

Folders. Folders are a great option if you need to keep bigger categories of paperwork separate like ‘Office’ and ‘Home’ that you don’t want mixed together in a filing cabinet or expanding file. You can buy folders in almost any shape and size and there are some very handy inserts available for most types of folders.

What are the 3 basic filing methods?

Filing and classification systems fall into three main types: alphabetical, numeric and alphanumeric. Each of these types of filing systems has advantages and disadvantages, depending on the information being filed and classified.

What is a good filing system?

Simplicity: The filing system should be simple and not too elaborate. Accessibility: A good filing system should be arranged in such a way that the records are easily available whenever required. The filing system should allow the insertion of additional documents without disturbing the existing order of files.