article thumbnail

3 Ways to Create a Better System for Information Management

All Things Admin

As administrative professionals, managing large amounts of information efficiently is crucial for ensuring smooth operations. Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. Here are two examples of this.

article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

article thumbnail

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
article thumbnail

Top 5 ChatGPT Alternatives: When to Use Them and Why

Success

Powered by Google’s Gemini and its unique combination of large language model (LLM) and natural language processing (NLP), it generates poems, emails, scripts, computer code and more. When I ask for the top five restaurants or hiking trails near me, it provides more than just information and links. will write blogs and emails.

article thumbnail

How to Use ChatGPT: Working With Generative AI

Success

Helping with professional documents: Ideate and write resume drafts , cover letters and other documents. All you need then is an email and password, or you can enroll through your existing Google, Microsoft or Apple accounts. If you use an email address, you’ll promptly receive a verification to get started.

article thumbnail

4 Things to Consider Before Working with a Virtual Financial Adviser

Success

Virtual financial advisers can counsel you via video conference, phone or email. Work up an agenda and send it via email a few days in advance. Although you can certainly ask anything during a remote wealth management meeting, you’ll likely need to provide certain documentation (e.g., Gather the necessary information.

Agenda 264