Remove Document Remove Email Remove Filing Remove Reference
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How to Start a Nonprofit Organization In 5 Simple Steps

Success

Donors asked if they can deduct the cost of the donated items on their tax return, and a few people suggested you make your project legal by filing for nonprofit status. Will the secretary be able to keep track of the records and filings? Each state has different rules and regulations for filing.

Filing 159
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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.

Policies 105
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Why You Need a Work Journal

Eat Your Career

I’m a big fan of documentation, especially in the workplace. But if I had to boil it down, I would say that a work journal is all about R&R—not “rest and relaxation,” but “reference and reflection.”. Reference : A work journal acts as reference for the future. Documentation certainly helps with this!

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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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An Admin’s Guide to Documenting Systems

All Things Admin

However, because systems are so automatic, many people don’t have them documented. So why should you document something you already know how to do? Documented systems: Allow someone else to fill in for you. Sure, you may have the perfect system for filing. Having documented systems is even better. Travel planning.

Travel 52
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File Sharing

Practically Perfect PA

Last week I was on annual leave and as I’m sure you can imagine on my first day back in the office I was confronted with a shed load of emails and a pile of paperwork **cough cough junk cough** that had been left on my desk. I have five different types of filing systems that I use everyday. My email filing system.

Filing 100
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On to the next task.

Laughing all the Way to Work

The problem is it is now filed in the back burner of my mind. I document everything and that is how I keep track. So I document that as well. When I receive an email relating to a meeting, I create a meeting sheet and cut and paste the email in there and make any relevant notes. I file it by YYYY-MM-DD.

Filing 182