What the checklist is for
Use it to identify gaps and duplicates, not to collect documents without a purpose. For each item, decide where the original belongs, whether a reference copy is useful, and who should be able to find it.
How to use it
Work through one category at a time. Mark the current document, remove outdated copies from your active system, and note any renewal or replacement action. If an item is difficult to replace, confirm that its physical storage is appropriate.
Keep the list selective
A useful document system is not the same as an archive of everything you have ever received. Start with the things you are likely to need again: identity, insurance, travel, home, vehicle, memberships, warranties, and other recurring reference documents.
Use Panza where a visual reference helps
After the review, add the documents you need to recognize and retrieve quickly. Keep the deck focused on useful items rather than turning it into another unfiltered archive.