What is the first step in filing a document?

The first step in filing a document is to assemble the documents with the latest action on top. This approach ensures that the most current and relevant information is readily available and easily accessible. By placing the latest action at the top, it allows anyone reviewing the file to quickly understand the most recent developments or changes related to the matter. This is particularly important in records management, where the prompt retrieval of up-to-date data can significantly impact decision-making and efficiency.

Sorting documents by their importance, filing them in alphabetical order, or attaching supporting documents to the primary document can be relevant steps in an overall filing process, but they do not serve as the foundational first step. Establishing the latest action on top helps streamline the filing system, making it systematic and user-friendly for those accessing the records later on.