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No matter what type of home business you may be running, storing files and information are part of the package. That used to mean digging through cluttered desktops, searching for lost USB drives, and the frustrations of figuring out how to share files. These days you don’t need clunky file cabinets anymore. Don’t panic!
One of the most popular excuses many businesses give for needing ‘in office’ personnel is access to files. Some businesses have whole rooms full of metal filing cabinets. Within those metal behemoths are file folders stuffed with paperwork that may or may not be needed in the daily running of the business.
Home About Me Advertise Trying to Phone/Fax Internationally? By The Professional Assistant on Monday, January 07, 2008 Filed Under: Client Service , Productivity D o you have trouble figuring out how to call a client or even a colleague in another country? Then you just enter the phone or fax number in the third section.
Think of a file as a story about what has happened from beginning to end on a matter. It is very important if you get phone calls and make decisions on a file to document that by writing a note and putting it on the file by date. When someone new looks through the file they will see a chronological record of incidents.
Home About Me Advertise Productivity With Shared Files By The Professional Assistant on Tuesday, April 01, 2008 Filed Under: MS-Word , Organize , Productivity D o you share your files with others in your firm? Do you find that you are being bombarded with updates to the same files time and time again? Leave a comment!
Home About Me Advertise "Going Green" With Your Documents By The Professional Assistant on Monday, July 13, 2009 Filed Under: Productivity D o you recycle your unwanted papers at work? Do you try to "go green" by not printing e-mails or other documents that you could be e-mailing to others that you want to share this information with?
Home About Me Advertise Want Confidential Documents to Stay Confidential? By The Professional Assistant on Friday, November 30, 2007 Filed Under: A re you looking for a way to make sure that others don’t open your letters or packages? Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work?
Usually this involves a fax machine, scanner, printer, or all 3. Don’t go digging in the attic for the fax machine you haven’t used in years. Let’s start with the getting the document onto your mobile device. But what happens if you have the physical document instead of a PDF file? Not anymore.
Home About Me Advertise 7 Steps to Improve Your Filing System By The Professional Assistant on Thursday, September 27, 2007 Filed Under: Organize , Productivity A re you having trouble with your filing system? If you really do have to put a lot of files in a folder, place a rubber band around the folder.
Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Sometimes I wonder if I am duplicating my efforts by using a calendar and the tickler files. What are your thoughts in this area?
Documents on the Go. Yet another reason to ditch the file cabinet and move your files to the cloud; file access on your smartphone. If you’ve ever had someone request a document when you’ve been out of the office you are bound to appreciate a cloud storage app. Easily access and share documents on the go.
Always back up your files electronically. Normally, folks in an office would back up their essential files by photocopying it and filing it away in an aptly named folder, then placing it into a filing cabinet for archival purposes. Organize your folders by project, client, document or by any other means necessary.
Documents piled up? Before starting this year’s spring cleaning, it is important to consider the following tips: Keep, file, shred: Start by sorting through your papers and making three distinct piles: what you keep, what you file (and keep organized for later use) and what you shred. For the approximately 2.5
Fax Machine- At this point, everyone should be capable of sending attachments via email. for those few technophobes that refuse to be dragged into the 21 st century and insist on faxing you, all you need is Nextiva , up to 500 pages a month for just $4.95. No more supply costs for paper, cartridges, toner, or machines.
Sunday, August 22, 2010 Miscommunication, Misfiled, and Misplaced = Misrepresentation A work day consists of filing, answering phones, greeting visitors, and a host of communication efforts with coworkers, supervisors, and customers, plus other duties and responsibilities that can get overwhelming. Lets grow together!
Home About Me Advertise Resizing Pictures in Microsoft Word By The Professional Assistant on Tuesday, February 12, 2008 Filed Under: MS-Word Y our boss comes up to you and asks you to take a look at an e-mail that he/she just sent you. You notice that there is a picture within the file and your boss asks you to resize it.
In one interview, the person interviewing me said he needed his filing done on a daily basis as many people were using the files and it was important to have all the information up to date. This was mentioned a few times in the interview so I knew it was important and when I got the job I made sure to do my filing every day.
A good place to start is to streamline your files and documents. Clean out your file cabinet. Put old client files into storage and only keep active files in your immediate office area. File or toss that pile of papers into your newly streamlined filing system. Clean up electronic files and documents.
Home About Me Advertise How to Copy Tables from Word to Powerpoint By The Professional Assistant on Thursday, August 30, 2007 Filed Under: MS-Excel , MS-PowerPoint , MS-Word P eople often ask me, "How do you copy a table from Word into Powerpoint?" Open Powerpoint and click on File, then select New, then Blank Presentation.
Beyond that expense you’ll also save money on not buying printers, copiers, fax machines (and fax lines) and a boatload of toner. It’s important to note, though, that when your office does go paperless you will have to find someplace to store your files. Obviously you won’t need to buy paper anymore. photo by: FutUndBeidl.
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. Log Files As with most other websites, we collect and use the data contained in log files.
Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox. Instead use one of these options: 1.
File According to Sara Caputo, OfficeArrow’s Productivity Guru, 80% of what is filed is never looked at again. If possible, “Go Green,&# eliminate the paper clutter and filedocuments electronically. If you are reverting to electronic filing, be sure to have a backup just in case your computer crashes.
Home About Me Advertise Macros: Shortcuts To Productivity With Microsoft Word By The Professional Assistant on Monday, October 13, 2008 Filed Under: MS-Word , Productivity D o you know what a macro is? You now can paste the particular parts of text back into your document. Do you know how to create them? You will need in a short while.
Here is my list: Drafting letters Scheduling meetings Managing boss's time Transcribing tapes Typing correspondence and lengthy documents Organizing yourself and others Filing Setting reminders and following up Managing bring-forward system Making travel arrangements Typing expense reports Managing boss's e-mail account as well as your own Sending (..)
. Did you know that most small businesses have at least 9 paper copies of every document because they either cannot find the original, or because the paper copy is the way that the information is distributed? Start with something like electronic faxes. It only gets bigger as the company gets bigger.
If my files were lost, how could I do my job effectively? Backup electronic files. Most businesses have an IT department that may take care ensuring that your files can be accessible if your computer crashed. But what if the IT department couldn’t access those files either? Organize paper files.
By The Professional Assistant on Friday, February 15, 2008 Filed Under: Meetings , Organize , Productivity Y our boss comes to your cubicle and asks you to make 10 copies of 5 different sets of publications. Photocopy all publications one after another, whether it be via the document feeder, the glass pane or both. Not Sure What To Do?
By The Professional Assistant on Friday, January 11, 2008 Filed Under: Organize , Productivity D o you want to decorate your cubicle/office? You need to be able to find certain documents on your cubicle walls for easy reference. Try to keep your documents, pictures, etc. Try not to clutter your cubicle too much.
You have to be able to create a PowerPoint presentation, merge a document in Word, or create a report in Excel. Always proofread a document prior to sending it, good proofreading includes printing the document for review. Utilize spell check and review the document for grammar errors. Need a filing system?
By The Professional Assistant on Wednesday, October 15, 2008 Filed Under: MS-Access , MS-Excel , MS-Outlook , MS-PowerPoint , MS-Word , Productivity Y ou receive an e-mail from your manager. All you need to do is go through your regular print routine with the following steps: Click File, Print or CTRL-P as the keyboard shortcut.
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? Log Files As with most other websites, we collect and use the data contained in log files.
By The Professional Assistant on Thursday, November 19, 2009 Filed Under: Client Service , MS-Access , MS-Excel , MS-Outlook , MS-PowerPoint , MS-Word , Organize , Productivity D oes your department have an administrative procedures manual? This way, everyone will be using the exact same documents , spreadsheet , etc.
If people place items on my desk or chair, I will simply place it back at the top of my mail tray and prioritize all documents as needed. Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work? People have to understand that each person prioritizes their work their own way.
For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. I then use this folder for storing all the documents that I send and receive from my clients.
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. Log Files As with most other websites, we collect and use the data contained in log files.
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. You might also want to do a bit of looking into Merchant Anywhere and Leaders Merchant Services. Purchase Energy Star products.
For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. I then use this folder for storing all the documents that I send and receive from my clients.
• You can Bcc yourself in an email so that you can receive a copy and file it away electronically as a follow-up on a later date or for informational purposes. Log Files As with most other websites, we collect and use the data contained in log files. Look into purchasing an all-in-one fax, printer, and copier.
Clean Out Your Files It’s easy for your cabinets and folders to become overstuffed with outdated paperwork, so it’s important that you take time once a year to purge the old and make room for the new. Start with your reference, client, and financial files. When January 1 hits, you should be able to file any new document in seconds!
Log Files As with most other websites, we collect and use the data contained in log files. Look into purchasing an all-in-one fax, printer, and copier. Here is information on what types of personal information we receive and collect when you use and visit[link] and how we safeguard your information.
Log Files As with most other websites, we collect and use the data contained in log files. Look into purchasing an all-in-one fax, printer, and copier. Here is information on what types of personal information we receive and collect when you use and visit[link] and how we safeguard your information.
Log Files As with most other websites, we collect and use the data contained in log files. Look into purchasing an all-in-one fax, printer, and copier. Here is information on what types of personal information we receive and collect when you use and visit[link] and how we safeguard your information.
There is more stuff on office desks: computers, printers, faxes and other new technologies. We waste precious time looking for an important e-mail or document. Love the “round file!” · What can be stored in file boxes? Studies show workers spend up to 30 minutes a day organizing their work areas.
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