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Dealing with confidential electronic documents

Practically Perfect PA

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.

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Your Remote Executive Assistant Can Be Your Best Virtual Project Manager

ProAssisting Blog

The Role of a Remote Executive Assistant A remote executive assistant isn’t just about scheduling meetings and answering emails. Document the established expectations in a detailed project brief or plan and ensure accessibility to all involved parties. They're the versatile professionals who streamline your work life.

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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

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5 Ways to Thrill Your Customers (Because a Thank You Email Just Doesn’t Cut It Anymore)

Success

Here’s one of five emails I received on one order: Dear Todd AKA Shindigz Customer of the Day, CONGRATULATIONS! You will receive another awesome and highly entertaining email from us as soon as your items ship… Talk about a hook! I do more than 700 phone calls, not emails, to clients on their birthdays each year.

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4 Tips For Keeping Important Documents Safe

Practically Perfect PA

We all have important documents that we need to keep safe. Whether it is for personal or business use, there are always some papers, invoices and key documents we just can’t afford to lose. It seems obvious, but whether you are storing your documents offline or online, you need to keep them in one place.

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I Shared My OCD Struggles with 11,000 Employees—Their Responses Showed Me the Importance of Vulnerability in Leadership

Success

We started a weekly Q&A session along with a weekly email. The internal communications manager who I worked with on my weekly emails sent me a draft, and as usual, I made a few tweaks. I sent the marked-up document back to her. Within that short window, I had gotten about 400 or so new emails. It is better now.

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5 Email Templates You Need to Use

Jen Lawrence

No one – I mean, no one – likes writing out the same information in emails over and over again. And then you spend about ten minutes looking for that specific email rather than just trying to recreate it. Save time and frustration by creating email templates to help with your everyday communications.

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