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A few years ago I wrote a really detailed blog about dealing with confidential electronic documents and paperwork. Today, I thought I would write an update on my blog from a few years ago and concentrate on electronic documents. Here are my ten top tips on dealing with confidential electronic documents.
We fear that slowing down and organizing will kill our productivity, but the facts suggest otherwise: The average office employee spends “at least two hours a day—or 25% of their workweek—looking for the documents, information or people they need to do their jobs,” according to Glean ’s 2022 Hybrid Workplace Habits & Hangups survey. “54%
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. You want to file letters, faxes and e-mails received and sent chronologically.
I’m a big fan of documentation, especially in the workplace. Documentation certainly helps with this! No one wants to end up in such a situation, but should it happen, your work journal provides documentation to support you. It’s no surprise then that I recommend everyone keep a work journal. Be sure to keep it safe.
When you freeze your credit, it keeps sensitive data in your credit files from being accessed without your permission. If lenders can’t see your credit file, they can’t approve the credit application. You can do this online, over the phone or by mail: Experian : 888-397-3742; Experian Security Freeze , P.O.
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!
I n the age of smart phones and apps, having information at your fingertips is simple. While it may seem a little extravagant and unnecessary, having a barcode scanner in your phone can actually save time and money. Document Scanner. You can upload the PDF to other productivity apps in your phone as well. Barcode Scanner.
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?
Now imagine taking all the files out of the folders in your computer and dumping them on the desktop. Programs, documents, videos, audio files—you put thousands of stored items randomly on top of each other. Now try to find the phone number of a friend. If your file is the stove, catch whatever you’re filing on fire.
In many ways it can feel more invasive — especially if it is on your phone or happening when you are working from home. The first step is to document everything. Take screenshots, and if that’s not an option send yourself an email stating what occurred, this can be helpful if you want to file a complaint because it is time stamped.
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.
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.
The post 5 Tips for Effective Phone Management appeared first on Ian's Messy Desk. Make sure you have any documents , files or notes needed for the call. Schedule a time for the phone call if you are having problems making a connection. You just finished reading 5 Tips for Effective Phone Management !
It’s the Carbonite iPhone app which allows me to access the online files that Carbonite has backed up from my desktop. The good: it allows users to browse, view and share backed up files on the move at anytime. So far that I see, it supports viewing of image files, all Office docs such as.doc,docx, etc.,
It’s the Carbonite iPhone app which allows me to access the online files that Carbonite has backed up from my desktop. The good: it allows users to browse, view and share backed up files on the move at anytime. So far that I see, it supports viewing of image files, all Office docs such as.doc,docx, etc., Related content.
Establish a filing system. Most of your files are probably going to be digital, but you still need to know where everything you need is stored. Looking for lost files will take up as much of your time as looking for misplaced items. You need to make sure all your files are in its proper place. Learn to delegate.
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?
Multiple users can be inside a document or spreadsheet and actively making changes or leaving comments at the same time. Tools to plan your quarter, teach a course, document a meeting, brainstorm or simply meet with one or more team members are all part of the package. Miro is, at its core, an online whiteboard. per month.
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? Or have you played the popular “phone tag&# game?
We all know about texting, calling and emailing from our phones, but are you collaborating from it as well? With a plethora of collaboration tools online, it’s as simple as finding one with an awesome phone app that works for your business. I know, not all of us can snap photos on our phones like the Insta-famous. My favorite?
Chat by phone or video conferencing, record meetings, and share screens to keep each other up to date, even if you’re continents apart! Cloud-Based File Storage: Tired of attaching documents to emails and relying on track changes to keep up with multiple people editing the same files?
The other Chief, older, but very organized and uses online calendars and his phone as well. I prepare files with the documentation he will need for the meetings and leave on his desk. He does not use Google Calendar but has an iPhone. . I set reminders on my cell and Google Calendar.
On average, office workers will also be on the ‘phone for a total of two years and three months, making 158,982 calls during their entire career. Paperwork piling up is a problem for UK offices too, with the average worker printing off 343,504 pages of documents over their lifetime in the office.
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!
I am guilty of being an email addict and spending unnecessary amounts of time reading, replying and filing my emails. Instead, archive emails that do not need your attention, answer emails quickly if they do not require too much thought and file emails that need more time for a reply. One area that is my absolute weak spot is email.
The Camscanner App allows users to convert and save any document into a PDF using their mobile phone. From a mobile phone users can: Scan any kind of document in seconds, texts or graphics. Scan multi-page documents. Batch scan documents. Create PDF files for scans. What does it do?
Telephone Systems- Pretty much everyone carries a cell phone these days, so why cling to an old-fashioned phone system in the office? Utilize a cloud PBX system like Ring Central that can transfer a call to whatever phone you may be at, including cell phones. No more supply costs for paper, cartridges, toner, or machines.
The software allows you to speak into the phone and then it writes the words into a text file of some type. From there, you can text, tweet or write memos without needing to find a computer or laboriously typing it out on the tiny keyboard of a mobile phone. It saves time and prevents the need to carry a laptop.
I recently upgraded my GTD Toolkit with the upgrade of my phone to the BlackBerry Bold 9780 with RIM’s latest OS BlackBerry version 6.0 (my my old phone was Nokia E71 ). I think this is a great phone and I have no complaints so far. The performance of the phone and its battery capacity are excellent.
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.
I was online completing a form that required a phone number and I didn’t have the phone number handy, while I was conducting a search on the internet, my friend got a regular phonebook and found the phone number before my page could load to show me the results of my search. Backup electronic files.
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.
Also include a copy of the IRS’ letter, the name of your business, address, phone number and EIN. If you don’t sue and Appeals ultimately concludes your claim was correct, you won’t receive a refund or credit if Appeals reaches its decision after the two-year period for filing suit expires.
Most of the time, presentations and documents can be sent via email instead of giving a hard copy to the intended person. In order to organize these papers, set up a box where each document type can be placed on your desk. An accordion file is also a great way to organize documents. Tip #2: Manage Your Papers.
I said, "If I called you at work in the middle of the day, would you be able to come to the phone and chat?" Any personal calls they have to make to the bank, insurance company or any personal matters, he always asks his wife to do it because he says, "You sit at your desk all day and have a phone readily available, so it is easier for you".
Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox. 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. Use a self-destruct website to send sensitive information.
Confidential electronic documents (anything that is visible on your computer screen). In addition to this you also see all of the attachments that have been sent to your manager and all of the documents they are working on as well. I would suggest the following: Confidential electronic documents. b) Encrypt any attached files.
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.
For the past 11 years I’ve slowly transitioned from storing files on my computer hard drive to using a combination of removable storage and online file storage. They allowed me to store client files on something I could lock away in a fire-proof safe each night. Things like graphics and image files. How wrong I was. .
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.
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.
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!
Was I supposed to save that document? I don't recall anything about that file. I just phoned and there aren't any seats available. I threw it in the garbage. I forgot to send the invitations out for the conference tomorrow. I hung up by mistake. Sorry, I didn't get their number? My computer crashed and I lost everything.
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