The file drawer

How to Organize Important Documents at Home in the Right Way in the Bay Area

Posted in: Moving Hacks

Written by: Anastasia Hill

If you want to find out how to organize important documents at home, this short article might be more than helpful. You’ll learn various tricks and hacks that will help you stay organized not only for your relocation but in the future as well. We will also talk about places where to store important documents and explain to you the best ways to protect your essential records. 

Learning how to organize your documents is an important step you should take before your relocation. You have to be aware of potential complications that might occur later on during the move if you are unable to find some important papers that you’ll need for the process. If you think you’ll have too much work with it, you can always hire a professional moving company in Bay Area to help you with other relocation-related tasks.

Organizing Important Documents and Records Is One of the Essential Parts of a Successful Move

It is essential, not only for the purposes of relocating, to know how to keep important documents organized. This might save you from a lot of trouble, for example, if you have to find your medical records urgently or warranties if something gets broken or stops working.

When relocating to one of many beautiful Bay Area towns, you should definitely keep an eye on your San Francisco rental application and ownership contracts – maybe even have a printed version of tenants’ rights, just in case you need them in some unpredicted situations. This can save you a lot of time and effort that you’ll certainly need for other things during these times.

Ready to Move Around the Bay?

Free Quote

Sort Your Files By Categories

One of the cool moving hacks that will help you stay organized is sorting your files by categories. You can even create a menu at the beginning, or write it all in a list, so it is much easier and quicker to find the required file. Some of the categories you can sort by are:

  • Birth certificates,
  • Marriage records,
  • Health records,
  • Relocation-related contracts,
  • Car files,
  • Bills,
  • Mail,
  • House-related contracts (rental or ownership),
  • Bank records,
  • Travel records.

Make Sure You Organize Other Parts of Your Move as Well

Learning how to organize important papers should be one of the priorities on your moving to-do list, but don’t miss out on other essential steps. Do not forget to write down a moving expenses checklist just to keep track of your spendings and consider hiring professional movers in Bay Area for assistance, especially if you are relocating in a hurry and want to move efficiently. Professionals can help you pack dishes, show you how to pack books or even some bulky items you would definitely have a lot of trouble dealing with on your own – for example, moving a piano.

Box with paperwork
Filing boxes with unorganized papers can make things worse

You Should Go Through All of Your Files and Decide What’s Important to Keep Right Away

One of the first steps in this somewhat challenging process is going through all of your records and deciding if you should keep all of them and why. This can take hours, especially if you were just piling them all in one drawer for years and never looked back at any of them. Don’t worry if you did – you are not the only one, and this can be handled as well. After reading this article, it will be much easier to deal with your documentation as well as developing some useful organizational habits for the future. 


Keep in mind that essential documents often belong to the list of things movers won’t move, so you’ll have to go through them all to inspect what is worth keeping and what you can throw. The essential ones you should keep by your side when the relocation day finally comes and put them in an essentials bag. They are also some of the most commonly forgotten things to pack, so don’t forget them if you leave them for the end.

Check if Everything Is up to Date

We’re sure you’ll find your way to get around San Francisco without a car, but you should check your drivers’ license and car registration before it’s too late. Don’t worry. Even if something expires without you noticing, if you reorganize everything in advance, you’ll have enough time to catch up with everything before the relocation busyness begins. 

Get Rid of Paperwork You Don’t Need and Separate Important Papers

If you find some things that expired or you think you won’t be needing them in the future, there is no point to keep or relocate them to your new apartment. Get rid of these papers, recycle or shred them and repeat the same procedure for other stuff that you find and you think you won’t use once you get to your new house. 

Electric bill
Every paper is important, so ensure you go through everything

How Do You Organize Important Documents in Your Home?

If you wonder how to store important documents at home, you should know that there is no better way to do this than using the right supplies that will help you keep everything neatly organized. Depending on your personal needs and the amount of stuff you have, you can choose some of the following options for storing or combine several of them:

  • Built-in shelves – If you have loads of stuff and you use them all frequently, one of the best things you can do is to get custom built-in shelves.
  • Letter tray organizer – These are handy to keep on your work desk, and they come in all shapes, sizes, and colors, an ideal solution for storing all those essential papers you look at daily. 
  • Cascading wall organizers – If you hang one of these right next to your desk, you will have everything you need in your proximity. These vertical file folders have several pockets, so you can use them for different categories.
  • Color-coded binders – Get a few binders, color code them, and insert all files accordingly. You can keep these on your desk or shelf, but you can also sort them in a dish rack to keep them standing upright.
  • File boxes – If you have plenty of things you don’t use frequently, you can store them in these boxes. Sort your stuff by letter or color just so you know what is where and close it.  

Make a Separate Area in Your New Home Where You Can Keep Everything

What is the best way to organize paperwork at home? Well, one of the things you can also do is to decide if you want to have a separate storage room or area at your house designated for this purpose. This is highly recommended if you have a lot of business records or your job simply requires having a lot of documentation, so you have to keep many records in your house. Having a home office space will make the organizing process much easier because you’ll have plenty of space to make everything visible and easy-accessible.

Don’t Leave Your Paperwork in Storage

If you keep some of the old records in storage in some box you rarely open, you can easily forget them. Keep in mind that some important things such as birth certificates, passports or bills, should be closer to you in a way you always have easy access to them. It is great if you hire local movers in Bay Area for their in- and-out-of storage service when relocating, but don’t leave the box with your essential paperwork there, especially if the conditions are not optimal since moisture, rodents, and other things can damage your belongings.  

A pile of bills
Don’t miss out to notice important papers because of bad organizational skills

What Is the Best Way to Organize Important Documents?

We gave you a few options, but it is up to you to pick the most suitable one. If you’re creative and have some extra time, you can rely on some DIY tips and make a custom storing container out of cardboard and other supplies. That way, you’ll get the perfect organizer and be able to decorate it the way you want, not to mention it is a great way to relax and forget about moving stress.

Create an Account on One of Many Online Platforms and Store Your Paperwork Digitally

One very convenient method that can save you a lot of space, especially if you found a lovely but small apartment around some of the best places to live in the Bay Area, is to store most of your records online. There are multiple storage options available on different websites, so make sure you do a little investigation before deciding which one is perfect for you. Keep in mind that some of them are free, and some of them require monthly payment but offer safer terms and better privacy for confidential records.

Health insurance
Keep folders with health and other important records close to you

Use Loud Colors and Set Up an Eye-Catching Display

If you or your family members have a habit of forgetting to check mail or updating some information, you should hang a board in your hallway that can serve to remind you of all the bills you have to pay and other things to do. This will make you and your whole family much more organized and responsible. Feel free to be creative with this one – use loud colors, sticky notes, and fun magnets that will definitely catch your attention and remind you of the actions you have to take in order to stay organized. After you’re done with checking mail and paying bills, you can store them in some of the previously designed storage places.

Ensure You Declutter Regularly

If you didn’t rely on this task before, relocating to a new place is the best moment for developing new habits. Once in a month, go through your file cabinet and check if everything is up to date or in its place. Dispose of unnecessary stuff, old magazines, paid bills, old notes, get a paper shredder and see where and how in the Bay Area you can recycle your shredded papers.

Once You Learn How to Organize Important Documents at Home, You Can Hire Professional Bay Area Movers to Assist You With Your Local Move

If you already organized every file and decided that hiring one of the best Bay Area moving companies should be your next step, feel free to contact us at any time. Our Local movers in Bay Area can help you pack fragile items and offer you excellent residential relocation services while you have enough time to plan your going-away party and fun weekend getaway from San Francisco once the relocation process is finally over. Our packers and movers can even offer you a free quote, so you’ll know how much our services will cost you. Don’t hesitate to contact us if you need any other information about the paperwork and the upcoming process – we’re here to help.

Default image
Anastasia Hill
Articles: 15