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Document Filing Checklist

Preparation

Gather all necessary documents

Organize documents in chronological order

Review documents for accuracy and completeness

Filing

Create digital copies of all documents

File physical copies in designated folders or cabinets

Label each document with relevant information (e.g. date, title)

Backing Up

Save digital copies to a secure location (e.g. cloud storage)

Create backup copies of physical documents in case of loss or damage

Review

Conduct a final review of all filed documents

Verify that all documents are correctly labeled and stored in the appropriate location

Maintenance

Regularly update and organize filed documents

Dispose of any outdated or unnecessary documents properly

Documentation

Keep a detailed record of all filed documents and their locations

Update the document filing checklist as needed for future reference.

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