Description
Organize, index, and maintain physical and electronic documents, including correspondence, invoices, and records, using established filing and document control systems. Retrieve, distribute, and secure documents on request.
- • Add new documents to repositories and create records or folders as needed.
- • Track checked-out documents to ensure timely return and proper chain of custody.
- • Collect documents from departments or electronic queues for filing.
- • Sort and classify documents by content, purpose, user access, or date/number order.
- • Review incoming documents to determine indexing and storage location.
- • File documents in cabinets or upload to the document management system per classification.
- • Assign document numbers and metadata; apply barcodes or stamps for indexing.
- • Answer inquiries and provide the status or location of documents.
- • Maintain and help improve document control and filing procedures.
- • Audit document repositories for correct placement, legibility, and condition.
- • Archive or dispose of documents per retention schedules, policy, and legal requirements.
- • Operate storage systems or compact shelving to access records.
- • Create or update forms, labels, and templates for document capture and filing.
- • Retrieve and prepare microfilm, microfiche, or scanned images for review.
- • Enter document data and metadata in systems to support search and retrieval.
- • Perform office tasks, including mail processing, scanning, copying, and securing confidential materials.
- • Maintain logs of documents filed, accessed, transferred, or destroyed, and produce reports.
- • Locate, copy, and deliver documents to authorized users promptly.
- • Support document-related financial tasks, such as logging invoices or issuing receipt copies.
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Tasks & skills:
O*NET occupational data (work activities, skills, knowledge).
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Sources & Standards:
This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
