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What Should You File in an Advice Centre?

The important things to file include:

  • All documents that your organisation receives, for example letters, notices, reports, and useful information
  • All copies of documents you send out
  • Documents about the money side of the organisation – receipts, vouchers, deposit slips,etc.
  • All case sheets and information relating to cases

Filing should be done according to a carefully planned method.

If you use your computer to file all documents you write or receive on email, make sure you create a back-up at least once per week. If you have Internet it is worth saving everything on a cloud (a server provided by Google or others). This means you will be able to access the files even if you are in another town.