File Clerk how-to

How to File Alphabetically Without Errors

Consistent rules make files findable.

Updated By the Career Education Institute Curriculum Team
Quick answer

Consistent rules make files findable. In short: file; then; treat, then complete the remaining steps below.

Step by step

  1. File by last name first.

  2. Then first name.

  3. Treat “Mc” as spelled.

  4. Ignore punctuation.

  5. Nothing comes before something.

  6. Check neighbors.

Safety reminders for file clerks

  • Lift boxes safely
  • Protect confidential records
  • Shred securely
  • Keep aisles clear

Alphabetic filing · Numeric filing · Terminal digit filing · Indexing · Retention schedule · Purge: see the full file clerk glossary.

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