Once you have examined your processes and have created the flow chart, it is easier to develop the document hierarchy and naming standards.

The main folder, Accounting, shows the levels of folders created and the naming standards for those folders.

When all departments are completed, each section is easily transferred to the job descriptions requiring access to these areas.

A printed copy near the computer provides a clear picture when handling documents or creating email folders.

By considering the meta data, processes, and other details performing searches become accurate, duplicates are eliminated, and documents retention is easily dealt with.