Your mail piles up.
You don’t know what to scan. What to store. What to shred. What to ignore.
You need a workflow.
Mail sorting. Processing rules. Storage system. Shredding policy. Your system.
This guide shows you how.
Workflow design. Processing rules. Storage systems. Your efficiency.
Read this. Build your workflow. Process mail efficiently.
Key Takeaways
- A lean mail workflow saves time—structured processes for scanning, storing, shredding, and ignoring mail ensure nothing critical is lost while reducing processing time
- Scan important documents—legal documents, compliance notices, and critical business mail should be scanned and stored digitally for easy access
- Store essential documents—keep important documents in organized storage, both digital and physical, for easy retrieval when needed
- Shred sensitive documents—shred documents containing sensitive information to protect privacy and prevent identity theft
- Ignore junk mail—don't waste time processing junk mail; filter it out or discard it immediately without review
Table of Contents
Why Workflow Matters
A workflow prevents chaos.
What happens without a workflow:
- Mail piles up
- Important mail gets lost
- Time wasted sorting
- Overwhelmed and stressed
What happens with a workflow:
- Mail processed efficiently
- Important mail handled
- Time saved on sorting
- Organized and efficient
The reality: A workflow is essential for mail management.
Workflow Design
Design your mail workflow:
Workflow Steps
What steps to include:
- Step 1: Receive mail
- Step 2: Sort mail
- Step 3: Process mail
- Step 4: Store or discard
Why it matters: Defined steps ensure consistency.
Processing Categories
What categories to use:
- Scan (important documents)
- Store (essential documents)
- Shred (sensitive documents)
- Ignore (junk mail)
Why it matters: Categories guide processing decisions.
Workflow Timeline
What timeline to establish:
- Daily mail review
- Weekly mail processing
- Monthly mail archiving
- Quarterly mail cleanup
Why it matters: Timeline prevents mail buildup.
Pro tip: Design your workflow. Define steps, categories, and timeline. See our junk mail guide for workflow ideas.
Scanning Rules
Scan important documents:
What to Scan
What documents to scan:
- Legal documents
- Compliance notices
- Important business correspondence
- Critical business documents
Why it matters: Scanning preserves important documents.
Scanning Process
What process to follow:
- Scan immediately upon receipt
- Use clear file names
- Organize in digital folders
- Backup scanned documents
Why it matters: Scanning process ensures organization.
Digital Storage
What storage to use:
- Cloud storage
- Digital folders
- Searchable format
- Backup systems
Why it matters: Digital storage provides easy access.
Pro tip: Scan important documents. Legal documents. Compliance notices. Business correspondence. See our digital mailroom guide for scanning strategies.
Storage Rules
Store essential documents:
What to Store
What documents to store:
- Legal documents
- Compliance records
- Business contracts
- Important correspondence
Why it matters: Storage preserves essential documents.
Storage Organization
How to organize:
- By document type
- By date
- By importance
- By category
Why it matters: Organization enables easy retrieval.
Storage Location
Where to store:
- Digital storage for scanned documents
- Physical storage for originals
- Backup storage for critical documents
- Archive storage for old documents
Why it matters: Storage location ensures preservation.
Pro tip: Store essential documents. Organize by type and date. Use digital and physical storage. See our digital mailroom guide for storage strategies.
Shredding Rules
Shred sensitive documents:
What to Shred
What documents to shred:
- Documents with sensitive information
- Personal information
- Financial information
- Confidential business information
Why it matters: Shredding protects privacy.
Shredding Process
What process to follow:
- Shred immediately after processing
- Use cross-cut shredder
- Verify complete destruction
- Dispose of shredded material securely
Why it matters: Shredding process ensures security.
Privacy Protection
What to protect:
- Personal information
- Business confidential information
- Financial information
- Identity information
Why it matters: Privacy protection prevents identity theft.
Pro tip: Shred sensitive documents. Use secure shredding. Protect privacy. See our privacy hygiene guide for protection strategies.
Ignoring Rules
Ignore junk mail:
What to Ignore
What mail to ignore:
- Junk mail
- Spam solicitations
- Marketing materials
- Unwanted correspondence
Why it matters: Ignoring junk mail saves time.
Ignoring Process
What process to follow:
- Identify junk mail immediately
- Discard without review
- Don’t open or process
- Recycle or trash
Why it matters: Ignoring process saves time.
Time Savings
What time is saved:
- Mail sorting time
- Mail review time
- Mail processing time
- Mail management time
Why it matters: Time savings increase efficiency.
Pro tip: Ignore junk mail. Don’t waste time. Discard immediately. See our junk mail reduction guide for tactics.
Workflow Implementation
Implement your workflow:
Daily Routine
What routine to establish:
- Review mail daily
- Sort mail immediately
- Process important mail
- Discard junk mail
Why it matters: Daily routine prevents buildup.
Weekly Processing
What processing to do:
- Process accumulated mail
- Scan important documents
- Store essential documents
- Shred sensitive documents
Why it matters: Weekly processing maintains organization.
Monthly Review
What review to conduct:
- Review mail workflow effectiveness
- Adjust processing rules
- Archive old documents
- Clean up storage
Why it matters: Monthly review improves workflow.
Pro tip: Implement your workflow. Daily routine. Weekly processing. Monthly review. See our weekly routine guide for implementation.
Your Next Steps
Build your workflow. Process mail efficiently. Never lose important mail.
This Week:
- Review this guide
- Design your mail workflow
- Set up processing categories
- Establish daily routine
This Month:
- Implement your workflow
- Process mail daily
- Scan important documents
- Store essential documents
Going Forward:
- Maintain your workflow
- Process mail consistently
- Review and improve workflow
- Never lose important mail
Need help? Check out our registered agent guide for service options, our junk mail guide for solutions, our mail filtering guide for filtering, our digital mailroom guide for scanning, our weekly routine guide for routines, and our junk mail reduction guide for reduction tactics.
Stay informed about business strategies and tools by following us on X (Twitter) and signing up for The Initiative Newsletter.
Sources & Additional Information
This guide provides general information about mail workflow management. Your specific situation may require different considerations.
For registered agent services, see our Registered Agent Guide.
For junk mail solutions, see our Junk Mail Guide.
For mail filtering, see our Mail Filtering Guide.
For digital mailrooms, see our Digital Mailroom Guide.
For weekly routines, see our Weekly Routine Guide.
For junk mail reduction, see our Junk Mail Reduction Guide.
Consult with professionals for advice specific to your situation.
