Paperwork Sort Template

# Paperwork Sort Template

Sort date:
Time box:
Sorting area:
Follow-up place:

## Act Today
| Done | Item | Action | Due or next step |
| --- | --- | --- | --- |
| [ ] | RSVP form | Sign and return | Friday |
| [ ] | Library notice | Renew or return | Before due date |
| [ ] | School or activity form | Fill missing fields | Put in bag |

## Archive
| Done | Item | Why keep | Storage place |
| --- | --- | --- | --- |
| [ ] | Manual | Reference | Home folder |
| [ ] | Receipt | Possible return | Receipt envelope |
| [ ] | Recipe clipping | Meal idea | Kitchen binder |

## Recycle
| Done | Item | Check first |
| --- | --- | --- |
| [ ] | Empty envelope | No account number needed |
| [ ] | Duplicate flyer | Date added if useful |
| [ ] | Expired coupon | No active plan to use |

## Keep or Verify
| Item | Why verify | Where it waits |
| --- | --- | --- |
| Legal, tax, financial, insurance, identity, housing, benefits, medical, school, or warranty paper | Retention or access may matter | Verified folder |
| Unknown official letter | Need context before disposal | Review tray |
| Document with account or personal data | Sensitive information | Private folder |

## Filling Notes
- Sort first; build folders after action papers are visible.
- Use keep or verify when the paper could affect money, records, access, rights, school, housing, health, or identity.
- Recycle only obvious low-risk items during the first pass.

## Boundary Reminders
- This is organization help, not legal, tax, financial, insurance, medical, school policy, or document retention advice.
- Verify retention rules before shredding, recycling, scanning, or discarding important documents.