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Options for managing document filing and retrieval. By establishing a consistent system for filing and tracking documents, you will impose a sense of order on your records. There are lots of choices when it comes to filing documents. There are lots of choices when it comes to filing documents. Image via Wikipedia.
I have gotten in the habit of doing this frequently during the day and hardly even think about it until the system shuts down for some reason and then I breathe a sigh of relief when I open the document (by pressing Ctrl + o by the way) and find that I have not lost any of my work. Ctrl + a - Selects the whole document.
spacing To insert a document i.d. or a filename path to your document Insert Footer, Edit Footer On Insert Tab, click on drop down menu for Quick Parts. Then open a new document and paste (Ctrl v). To print the entire screen, press the PrintScreen key and then paste it into a blank document. Choose Field.
Recently I was working with someone on an Excel document. They sent an e-mail wondering if any of the assistants could help them export a document from Excel to Word. Unlike Word you will only see the header repeated when you do a print preview or print the document. To automatically insert a new row at the end of a table.
Meeting documents: some people have it printed single sided and others double sided. It is very hard to follow along when not all members have the document printed the same way. It is comical watching everyone trying to sort out which way to hold the paper.
Coming from a legal background, we were always taught if you are using an acronym or initialism in writing, on the first use you should spell it out and then put the acronym in brackets, which makes a lot of sense and saves a lot of head scratching and searching the document to figure out what the person is referring to.
Providing administrative support is a big statement and can be anything from arranging a meeting, making a reservation at a restaurant for a business luncheon, bringing items forward for action, following up for your boss, making travel arrangements, data entry, taking minutes, drafting letters, preparing correspondence for distribution, typing reports, (..)
A good assistant knows just where to find the document or file needed, or they won’t stop looking till they do. Be prepared and think ahead. Maintaining a good bring-forward system is important to have things ready when needed. Be good at tracking things down.
For paper things that I need to remember to follow up on, I put the letter or document in my Wait Bin (which is a tray for things I am waiting on). That wouldnt work for me because I dont have that many paper documents to bring forward, but I can see it being necessary if you have lots of items. Where can I put this paper? Thats great!
In this new age of not doing anything more than a quick spell check on documents, make sure you do not have any spelling mistakes in your resume. Polish up the ol resume It is all right to send your resume out and see what kind of response you get. There are still jobs to be had, you just have to find them.
Proofing documents can also be funny. In between spurts of laughter, he said that he hadnt been to my desk yet, but I should go and see the junior lawyer because he had asked him to put a letter on my desk earlier. I left his office to the sound of his chuckles behind me. What a start to a Monday morning.
Of course my comments are limited because the subject matter is not my expertise, but he relies on my input and corrections to make the document look good. Many times I need to proof text and comment with my thoughts before he even looks at it.
This also works with your Calendar, which comes in handy if you want to either insert the agenda or another document from Word, or if you need to insert an e-mail. I always put OPEN FOR DETAILS in the subject line however, as it is not always evident in a meeting request that there is anything else in it unless you know to open it.
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