From the archive

The one-at-a-time triage habit: clearing a 200-document backlog in bursts

The one-at-a-time triage habit: clearing a 200-document backlog in bursts

There is a stack. Maybe it is a literal pile of documents waiting to be filed, maybe it is a folder of two hundred unsorted scans, maybe it is a queue of things that came in and never got dealt with.

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Email is where documents go to hide: setting up an intake address that works

Email is where documents go to hide: setting up an intake address that works

Ask where your organization's documents actually live and the honest answer, for a surprising number of them, is "in someone's email." The countersigned contract, the side letter from counsel, the sig

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How to write filing rules in plain language (and when not to automate)

How to write filing rules in plain language (and when not to automate)

Automation in document work has a trust problem, and it earned it. Too many teams have been handed a system that does something to their files that they cannot see, cannot explain, and cannot undo. So

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A folder structure people actually file into

A folder structure people actually file into

Every shared drive starts with good intentions and a folder structure someone thought hard about. Six months later it has a folder called "Misc," three folders that mean the same thing, a "New Folder

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