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

Success

Or the physician who returns a prospective patient’s call on a Saturday, spends 20 minutes on the phone discussing symptoms, and then shares a private cellphone number with instructions to call back if further medical advice is needed. I do more than 700 phone calls, not emails, to clients on their birthdays each year.

Email 279
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The Best Ways to Use CRM Forms

Jen Lawrence

CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?

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4 Things to Consider Before Working with a Virtual Financial Adviser

Success

Virtual financial advisers can counsel you via video conference, phone or email. Because you can meet regularly with this individual remotely, a relationship may form as they come to understand your unique circumstances. Work up an agenda and send it via email a few days in advance. Keep on top of paperwork.

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Discover 5 Tips To Mitigate Workplace Harassment And Avoid Toxic Organizations

Allwork

Workplace harassment can take many shapes and forms, and when left unaddressed, it can negatively impact wellbeing, productivity, and company culture. . So often when we are dealing with any form of workplace toxicity, we feel isolated and alone in our experience, which makes getting support and fighting for change so much harder.

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Why You Need a Work Journal

Eat Your Career

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.

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The Price Of Remote Work? Your Privacy

Allwork

As the future of work becomes even more tech-driven and tech-savvy, more companies are providing work laptops even for remote workers…but the majority of these laptops have some form of bossware installed on them. Problems with gender and racial bias have been well documented in facial recognition technology for example.

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