File Management Mistakes And How To Avoid Them

May 13, 2023 - (Free)

File Management

You cannot take proper document management for granted, whether for company or personal use. Your company is not equipped to deal with document loss, theft, or hacking.

However, your business and personal data are subjected to this more frequently than you may realize.

You don’t have to be a victim to begin managing your files and protecting yourself from future business frustration. You can learn from the mistakes of others and implement correct techniques.

This page has prepared a list of frequent file management blunders that you and your colleagues can avoid:

1. Not Keeping Your Paper Documents Digitally

Just though you have modern, high-quality drawers and shelves does not guarantee that your data is secure. These physical records must be digitized and protected with industry-standard encryption.

If your documents are not protected, anything can happen. Consider misplacement, data theft, espionage operations, and other frequent cyber dangers.

What if your office burns down? Are your physical documents secure?

Aside preserving paper papers, consider your media files as well. If video files are not preserved digitally, they can get corrupted at any time.

Converting video to audio and storing it in the proper format is one technique to ensure safety.

To secure your physical and media information in the event of a disaster, your company must implement a proper record management system.

A digital backup is thus essential for all types of information.

2. Not Following the Retention Schedule

Long-term data storage might sometimes do more harm than benefit. Some types of data must be kept for a specific amount of time.

Failure to adhere to this schedule can mean disaster for your company.

A retention plan assists businesses in developing formal rules that govern when records can be deleted and which will be kept in your record storage center.

You must stick to the schedule and regulatory compliance, failing which you commit the first file management error.

3. The File Management Mistakes of Not Protecting Digital Backups

Many businesses are turning digital, and digitally storing files appears to be the new norm. However, even with cloud file storage, your company is not yet secure.

If you keep your papers in a digital backup system, you must verify that they are properly protected.

You must protect the files so that you can easily retrieve them while making it harder for unauthorized persons to access them.

Such storage can benefit from data tape rotation services. Whenever your company faces uncertainties that result in data loss, the tapes will deliver the information to the emergency site.

4. Ignoring Current Laws and Regulations

Every state has its own set of rules and regulations regulating document preservation and disposal. However, these rules are constantly changing, and as a business, you must be up to date at all times.

Sometimes you don’t make mistakes consciously, but rather out of ignorance.

Getting into legal difficulties for failing to properly preserve confidential data can be costly. Aside from the waste of time and money, your company risks damaging its reputation.

As a result, you must always stay current on new regulations governing the management of confidential and sensitive data.

5. Not Working With a Record Management Firm

Keeping everything in-house may save you money in the short term, but it is risky in the long run. Working with a professional file management company saves you time and gives you peace of mind.

These businesses are solely concerned with file management. They devote their entire time to learning the best techniques.

Furthermore, they are always up to date on document storage requirements and regulatory compliance.

The organizations use cutting-edge document storage facilities to make everything easier. The firms have it all when it comes to document storage, retrieval, security, and maintenance.

There is no reason why you should not pay for this type of document treatment.

6. Not Carrying Out Proper Document Shredding

The risk of information leakage is widespread in business. Some are the result of carelessness, such as failing to do adequate document shredding.

Yes, you must evaluate how well you dispose of files that you no longer need.

Hackers and criminals are constantly on the hunt for the smallest flaw in your company’s security. However, they are not the only ones in your garbage.

Consider your competition, the media, or investigators who will scrutinize anything to uncover a loophole.

Financial records, secret information, and sensitive data should never fall into the hands of the wrong people.

To avoid leaks, make sure you do adequate paper shredding and destruction services.

Not Carrying Out Proper Document Shredding

7. In-House Record Management

In-house record management appears to be innocuous while running a small corporation.

However, as your firm expands and becomes busier, you cannot put off shifting file management systems outside of your company.

Not all businesses do this, which is why they struggle with file management. However, you do not have to repeat this error in your business.

Don’t rely on in-house file management since, while it may appear to be the cheapest option, it is one of the most expensive file management systems.

8. Not Organizing and Indexing Files the Right Way

In business, time is an asset that must not be wasted. However, if you do not correctly organize and index your data, time waste will be the order of the day in your firm.

Consider the times when you can’t find the files you need when you need them.

Proper file organization and indexing, such as employing file names, allows you to handle your files in a logical order.

This way, you may quickly recover them anytime you need something and return to work.


Mistakes in file management can result in a cluttered and unorganized digital area, making it harder to locate and retrieve crucial data. You may prevent these problems and develop an efficient and successful file management system by applying some easy tactics such as creating a consistent naming convention, using folders and subfolders, and frequently backing up files. If you take the time to acquire effective file management practices, you will save time, minimize stress, and be better equipped to deal with whatever digital issues come your way.