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3 Ways to Create a Better System for Information Management

All Things Admin

Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. By assigning different colors to various categories or types of documents, you can quickly identify and retrieve them when needed. Here are two examples of this.

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What electronic record-keeping software best fits your needs?

BMT Office Administration

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If you don’t have that document backed up in an electronic format, you may have just lost important company or employee data. The key benefits of electronic record-keeping include: Easier file sharing.

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File System Preparation Is An Essential Step In Getting Things Done

Productivity Bits

After purging the unnecessary stuff that mounted in your desk and anywhere else, it’s now time to prepare your filing system. Chaos can easily break anywhere in your living space if no filing system is set up to hold the different materials that you accumulate as you work. Physical File System. Digital File System.

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Today’s Admin Needs to Become a Mobile Office Pro

Office Dynamics

Today, going mobile means having instant access to all documents, content and colleagues, and the tools to get any job done – anywhere, anytime. First and foremost , learn how to use a cloud service to backup and access your documents, photos and videos in a flash and I don’t mean from a flash drive! (I Microsoft OneDrive.

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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

For instance, if a task has complicated instructions, you can attach a Word file to the card that explains the work in more detail. Monday.com also features no-code automation, a document editor, and the ability to attach any file type to a project. Monday.com docs and forms. Google Drive. Google Calendar. Salesforce.

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SignMyPad: Save Time and Money By Ditching Your Fax and Scanner

Productivity Bits

It’s the eleventh hour and you have to send a form to someone with no time to spare. Let’s start with the getting the document onto your mobile device. Obviously, the easiest way to do this is to upload the file directly from your computer or through email. To fill out and sign the form, I used SignMyPad ($3.99).

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

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.