How to Organize a Lateral File Cabinet

It is not difficult to organize a lateral file cabinet, but to get the greatest benefit out of it, there are a few things to consider before you begin filing.

Although a lateral file cabinet offers more flexibility than a vertical file cabinet, you will still need to plan how to organize documents in a way that suits your needs.

Place the the cabinet in the direction that you want your files facing. With a lateral file cabinet you have the choices of files facing left, files facing right or files facing forward.

Insert lateral file rails if you have chosen to have your files facing forward. Use the rails to divide the width of each file drawer into sections sized to accommodate the width of the expandable hanging files.

Hanging files must be placed on rails in a filing cabinet.

Insert the expandable hanging files into your lateral file cabinet, facing in the direction you have chosen.

Create file labels by writing one category title on each label. Put the file labels in alphabetic order or some order that makes the most sense for your needs. Affix the file labels to the expandable hanging folders, placing the first label on the far left of the first expandable hanging file. Place the label on the next hanging file so that it sits to the right of the first label. Continue until all of your files are labeled. When you get to the far right of a hanging file, if you have more categories left, start back at the far left again.

Label expandable file folders for sub-categories by writing a sub-category title on the tab at the top of each folder. Place the file folders in the hanging file labeled with the appropriate category. For example, if you have created a hanging file with the category "taxes," label file folders for each tax year.

Sort your documents and file them in the respective category and subcategory files.

Things You Will Need

  • Lateral file rails (optional)
  • Expandable hanging files
  • File labels
  • Expandable file folders

Tip

  • Determine the categories and sub-categories that you need before starting this project. The categories and sub-categories will be tailored to your needs. Make a list so you will know how many hanging files and file folders you will need before you head to the office supply store.

Warning

  • Don't make your filing system overly complicated or you will risk becoming overwhelmed and give up on any attempt to keep your documents organized. Not every category requires sub-categories. Create sub-categories only when there is a logical need to do so. Otherwise, keep it simple.