This is an overview document for locations of folders within a management system, contents of each folder can also be added.

Effective Form Templates

This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

• Form number and title
• Information-classification
• Version
• Page number / total pages

alphaZ documents - beautifully designed, tried and tested form templates. No junk, jargon or unnecessary fields. Simple and usable form templates developed over 25 years through practical use in the real world.

Further Reading

Further guidance on documented information and filing:

• ISO 9001 Clause 7.5 - Documented Information
• The Process Approach
• Setting Up a Management System

Logo Update Service

Download this form template with your company name and logo already added!
Document Preparation is included with the alphaZ subscription.

How to Download

This file is included in the alphaZ subscription. This form is also included in the ISO 9001 Toolkit and every alphaZ ISO toolkit that covers your management system, so the toolkit route gives you this file plus everything else you need in one download.

Need Help Implementing?

If you'd like hands-on help organising your documented information and filing, or your wider management system, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

Folder Filing Overview Template

A folder filing overview for mapping how your documents and records are organised - the folder structure, what each folder and sub-folder contains, where it is located and who can access it. It gives you a documented picture of your filing so anyone can find what they need.

ISO 9001 requires documented information to be controlled - available where needed and properly organised (clause 7.5). This overview gives you a simple map of your filing structure and supports that control, whether your records are on paper or on a shared drive.

Built for Controlled Documented Information

The overview captures what a filing map needs, supporting clause 7.5:

• The folder structure and what each folder contains
• Sub-folders and their contents
• Where each folder is located
• Access permissions and any notes

What's Included in this Folder Filing Overview

The form is set out to map your filing in one place:

• Structure overview - a list of folders and sub-folders with their contents
• Folder detail - folder name, location, access permissions and notes

Who Needs a Folder Filing Overview?

Any organisation with documents and records to organise benefits from a filing map, especially as it grows or brings new people on. It suits any business wanting controlled, findable documented information under ISO 9001 and every ISO management system.