The Office Professionals Place

OCTOBER 19, 2009

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? DO use email for informational purposes (i.e.

Phones 100

Phones Email Filing IAAP 100

Success

MARCH 1, 2024

Once the basic information is completed, you will receive a PDF with the new EIN—a document that should be stored in a safe place but kept handy because the entity’s EIN will be used on many documents going forward. The general public is entitled to see these documents,” says Snow.

Filing 163

Filing Forms Legal Budget 163

Office Dynamics

JUNE 22, 2016

Here is an excel document. Joan’s necklace was a very special piece purchased as a gift from her late husband, Dave. We aren’t sure where it was purchased or who produced it. We are sending information about this in an email to everyone who was part of the webinar. From Chaos to Control. Webinar Chat Archive.

Administrative Professionals 189

Administrative Professionals 2016 Gifts Purchasing 189

Success

NOVEMBER 17, 2021

Diverse integrations with other workflow apps, task management, internal documents, real-time chat and around-the-clock live support make ClickUp a contender in any battle for best productivity app. Stay Focused is a free app, although it does offer some in-app purchases. Trustpilot : 4.4 Google Play : 4.5 Aggregate : 4.1.

2022 314

2022 Basecamp Google Google Docs 314

Success

JULY 27, 2022

Some web services I suggest are GoToMyPC for international access to one base hard drive, and Evernote for paperless document and image management. Keep it simple, says Kent Healy of Healo Capital. More features are not always better.”. Using an online fax service can save you some money, says Ashley Bodi of SWK Technologies.

Basecamp 227

Basecamp Dropbox Project Management Fax 227

Eco-Office Gals

MAY 29, 2018

Check out the list below: Go Paperless – Are you still printing out documents and sending correspondence through the postal service? There is software that can be used to draft documents, store files, and email correspondence electronically eliminating, or at least, reducing the need for physical paper.

Carbon Footprint 140

Carbon Footprint Postal Service Telecommuting Environment 140

Practically Perfect PA

FEBRUARY 17, 2014

Administration of documents. Assistants should manage the administration of documents on behalf of their manager. Assistants should also ensure that all confidential documents are securely locked away or shredded. Email and diary management. Assistants should manage all of their executive’s emails.

Management 100

Management Suppliers Holidays Calendars 100

Tips From T. Marie

JUNE 26, 2018

With more of us enjoying job flexibility today, and with the probability of up to 58% of workers expected to be independent contractors by 2027 , if you’re not using your smartphone for more than texting, calls and email you should be. We all know about texting, calling and emailing from our phones, but are you collaborating from it as well?

Social Media 126

Social Media Credit Card Dropbox Staples 126

Productivity Bits

AUGUST 25, 2011

It can provide pricing and even reviews so you can see whether your purchase is worthwhile. Document Scanner. Often, documentation goes missing, receipts seem to vanish into thin air, or sending a copy of something requires you to find the nearest Kinkos. Your email will remain private. College student? Google Docs.

Phones 100

Phones Google Docs PDF Google 100

Ian's Messy Desk

AUGUST 3, 2011

Version 1 came bundled as bonus software with a scanner I had purchased and I have stuck with it through its evolution to version 4.5 (pre-release). How to Email Your Documents Directly to Evernote. How to Scan Documents Directly into Evernote. pre-release). Apart from e-mail service, it is my most used piece of software.

Social Media 100

Social Media Purchasing Travel Email 100

The Office Professionals Place

FEBRUARY 10, 2010

This is the time of year that most people stress over because we are waiting for documents like W2’s, mortgage statements, 1099’s, and other information in order to file taxes. Look into purchasing an all-in-one fax, printer, and copier. When the computer is not in use put it in sleep mode.

Filing 100

Filing Expenses IAAP Purchasing 100

Andrea Kalli

OCTOBER 6, 2010

But what I could do was email the file to myself and edit it on the iPhone with the document editing app I have (DocsToGo), then email the edited file to someone, so at least that’s something. The ability to easily email any one of those files right from this app is AWESOME and makes this app completely worth downloading.

Filing 100

Filing 2007 PDF Email 100

Office Dynamics

DECEMBER 22, 2013

Instead, ask that all employees print in black and white only, unless printing off documentation to be seen by clients. By purchasing an all in one, you’ll cut down the cost on buying separate machines. Of course, it is still wise to invest in a printer for those important client documents, presentation hand-outs and business pitches.

Policies 100

Policies Purchasing Budget Expenses 100

Office Dynamics

DECEMBER 22, 2013

Instead, ask that all employees print in black and white only, unless printing off documentation to be seen by clients. By purchasing an all in one, you’ll cut down the cost on buying separate machines. This is more of an environmental benefit, but as they say, every penny counts. Invest in a printer/copier/scanner.

Policies 100

Policies Purchasing Budget Expenses 100

Andrea Kalli

OCTOBER 6, 2010

But what I could do was email the file to myself and edit it on the iPhone with the document editing app I have (DocsToGo), then email the edited file to someone, so at least that’s something. The ability to easily email any one of those files right from this app is AWESOME and makes this app completely worth downloading.

Filing 100

Filing 2007 PDF Phones 100

The Office Professionals Place

MARCH 4, 2010

Thursday, March 4, 2010 The ‘Bcc’- Friend or Foe On average, we receive over 100 emails per day. Friendly Uses • If your email has a large recipient list, you can use the Bcc to hide email addresses and protect recipients privacy. Look into purchasing an all-in-one fax, printer, and copier.

Credit Card 100

Credit Card Filing Email IAAP 100

The Small Business Blog

MARCH 15, 2013

Here are just some of the things that can be associated with specific customers in your system: Documents: You are able to attach word documents and other types of media to the CRM profiles in your database. Email: View the full history of your correspondence with a client so that you can put any support queries they make into context.

PDF 100

PDF Filing Purchasing Expenses 100

Tips From T. Marie

JUNE 16, 2023

Picture this: you’re searching for that important document amidst a sea of random files named “Untitled” or “Final_Final_Final_Version.” Remember the days of faxing documents , emailing hefty attachments or carrying USB drives like precious cargo? Sharing: Let the Files Fly! It’s a win-win!

Filing 157

Filing Dropbox Collaborate Google 157

Office Dynamics

FEBRUARY 25, 2014

TinyScan turns your iPhone into a mini scanner for documents, photos, receipts and other texts. With TinyScan, you can scan your documents at anywhere and store or email them as PDF files. With Tinyscan the repeat offender can now take a quick picture of their receipt from the app and email to you instantly.

Business Cards 100

Business Cards PDF Phones Social Media 100

Small Business CEO

JULY 5, 2013

With flexible working and Bring your own Device (BOYD) policies becoming the norm, it is increasingly difficult for business owners to keep track of one of their most valuable company assets, i.e. their business-related documentation. if not your chosen system will be no more efficient than email. Entrepreneurs documents management'

Management 40

Management Filing Legal Medical 40

Andrea Kalli

MAY 4, 2010

From small purchases to big business relationships, the entire business world is built on connections and networking. One of the most effective ways to connect with customers and clients is through email lists and long-term marketing efforts. However, it is important to follow some road rules while you do so.

Social Media 100

Social Media Purchasing Microsoft Outlook Twitter 100

Eco-Office Gals

OCTOBER 23, 2012

You can communicate via email; you can use things like Google Docs, Adobe and e-Signature to send documents and contracts; even faxes can be sent and received online thanks to companies like FaxZero and MyFax. Purchase Energy Star products. That’s because they have been officially certified as being energy efficient.

Google Docs 100

Google Docs Fax Credit Card Purchasing 100

The Office Professionals Place

AUGUST 22, 2010

How many times do you search through those piles in an attempt to look for a document that isn’t there? Schedule time in the day to file documents or keep a pile of “frequently referred to&# files on your desk for easy access. • Paper Documents Use the color coded system for filing (ie.

Filing 100

Filing Finance 2010 IAAP 100

The Office Professionals Place

AUGUST 13, 2009

You have to be able to create a PowerPoint presentation, merge a document in Word, or create a report in Excel. Effective Business Writing Skills Who wants to read a three page email? Always proofread a document prior to sending it, good proofreading includes printing the document for review. Get the knowledge you need.

IAAP 100

IAAP Filing Administrative Professionals Resume 100

Andrea Kalli

MARCH 24, 2010

This knowledge is the prime reason that using mass email marketing is nearly impossible. You see, when they are expecting something from you in their email they are more inclined to add you to their favorites list. This way you have gone completely around the spam filters that have been trashing your marketing emails.

Social Media 100

Social Media Email Facebook Promotion 100

Stephanie LH Calahan

JUNE 8, 2011

When purchasing new equipment, pay attention to the energy rating.   When possible, purchase biodegradable or recyclable products or products made from recycled materials.  Use a programmable thermostat and adjust the settings to conserve energy when people are not in the office.   Reuse, recycle office supplies.

Fax 100

Fax Purchasing Filing Environment 100

The Office Professionals Place

OCTOBER 8, 2009

If possible, “Go Green,&# eliminate the paper clutter and file documents electronically. Recycle Papers Continue with the Go Green Initiative and recycle documents that are no longer necessary. In an effort to eliminate paper, you may want to scan the document, save it as a PDF, and file it in an electronic file.

Filing 100

Filing IAAP Finance PDF 100

The Office Professionals Place

JUNE 13, 2010

The Copy and Paste tool is very helpful and cuts production time in half; however, if you are copying a message to paste in a new email, don’t copy your signature line because it should be included when you open a new message in email. Look into purchasing an all-in-one fax, printer, and copier. Forgetting the attachment.

Filing 100

Filing IAAP Fax 2010 100

The Office Professionals Place

JANUARY 21, 2010

Now Google can help you do things like…… Google Docs – Create and share your online documents, presentations and spreadsheets Google Voice - Don’t have time to listen to voicemails? Look into purchasing an all-in-one fax, printer, and copier. I remember the days when you could use Google as a search engine only.

Google 100

Google Google Docs Filing IAAP 100

The Office Professionals Place

MAY 31, 2010

Look at it this way, if there is a document that needs to be proofread and we don’t find the mistakes, that document is going to make a huge impact. Receivers of the document may get the wrong interpretation or the wrong impression. Look into purchasing an all-in-one fax, printer, and copier.

Filing 100

Filing 2010 IAAP Fax 100

The Office Professionals Place

JUNE 7, 2010

My suggestion would be to backup your documents, electronic files, spreadsheets, etc. In the event your system crashes or you get some terrible virus, you will be able to access documents and work on another computer while IT restores your data. A good practice is to perform a weekly backup of documents and files.

Filing 100

Filing Administrative Professionals 2010 IAAP 100

Productivity Bits

OCTOBER 28, 2011

Customer activity such as emails, orders and invoices can all be linked to this. A CRM system can create, record and effectively manage order fulfillment data such as transaction documents, sales orders, invoices, purchase orders and credit notes. Order Fulfillment. Customer Support.

Suppliers 100

Suppliers 2011 Customer Service Copyright 100

Clutter Coach

NOVEMBER 17, 2014

Things you are keeping that you don’t need to: receipts that are not for tax purposes or under-warranty purchases. manuals and documentation for stuff you no longer own; electric toothbrush, car, medical insurance plan. Have a tray for to-be-filed documents. old catalogs. paid bills*. Get off catalog lists here.

Medical 100

Medical Filing Credit Card Legal 100

The Office Professionals Place

APRIL 29, 2010

This makes it easy for minutes to be properly documented and promotes meeting order. If it is possible, send the documents as one attachment and not several (ie. Look into purchasing an all-in-one fax, printer, and copier. Distribute the agenda/handouts prior to the meeting. agenda, minutes from last meeting.)

Agenda 100

Agenda 2010 Filing IAAP 100

The Office Professionals Place

DECEMBER 9, 2009

So that means refrain from checking email, or other tasks that are work related, it the holidays.enjoy! Even if the recipient doesn’t drink coffee, there are other items that can be purchased such as smoothies, sweet snacks, or teas. Look into purchasing an all-in-one fax, printer, and copier. Read a good book.

Holidays 100

Holidays Stress Gifts Filing 100

LEADERASSISTANT.COM

NOVEMBER 22, 2023

Well, today I found an email I wrote to myself in March 2020 where I documented the idea of writing this list of tools, so I figured it’s time. Google Workspace The first thing you need when you launch a business is an email address, and better yet, an email address with your own domain name.

Email 84

Email Filing Purchasing 2016 84

Practically Perfect PA

MAY 11, 2016

Copies of paperwork e.g. insurance, health documentation; passport and to be kept separately in case originals are lost. They email you when advanced tickets are available to purchase 12 weeks before your journey, which means great savings for being organised and planning ahead! Basic first aid kit, cleansing wipes.

Travel 100

Travel Credit Card Calendars Phones 100