Tips From T. Marie

JUNE 16, 2023

Picture this: you’re searching for that important document amidst a sea of random files named “Untitled” or “Final_Final_Final_Version.” Remember the days of faxing documents , emailing hefty attachments or carrying USB drives like precious cargo? Sharing: Let the Files Fly! It’s a win-win!

Filing 163

Filing Dropbox Collaborate Google 163

Success

JULY 27, 2022

Some web services I suggest are GoToMyPC for international access to one base hard drive, and Evernote for paperless document and image management. Keep it simple, says Kent Healy of Healo Capital. More features are not always better.”. Using an online fax service can save you some money, says Ashley Bodi of SWK Technologies.

Basecamp 270

Basecamp Dropbox Project Management 2018 270

BMT Office Administration

AUGUST 9, 2023

You can e-file your 941s directly with the IRS after purchasing IRS-approved software and scanning and attaching Form 8453-EMP. Back in May at PayrollOrg’s annual Congress, Paul Mamo, assistant deputy commissioner for Services and Enforcement, commented on the IRS’ electronic initiatives, including a document upload tool and online accounts.

Forms 52

Forms Filing Payroll Agencies 52

Small Business CEO

JULY 5, 2013

With flexible working and Bring your own Device (BOYD) policies becoming the norm, it is increasingly difficult for business owners to keep track of one of their most valuable company assets, i.e. their business-related documentation. if not your chosen system will be no more efficient than email. Entrepreneurs documents management'

Management 40

Management Filing Legal Medical 40

BMT Office Administration

MAY 9, 2022

Implementing and documenting standard operating procedures (SOPs) is a great way to make sure that all staff members are completing their tasks in the correct manner. A standard operating procedure (SOP) is a detailed document with step-by-step instructions on how to properly complete a task. What is an SOP? How to format an SOP.

Payroll 72

Payroll Forms Expenses International 72

Eco-Office Gals

MAY 29, 2018

Check out the list below: Go Paperless – Are you still printing out documents and sending correspondence through the postal service? There is software that can be used to draft documents, store files, and email correspondence electronically eliminating, or at least, reducing the need for physical paper.

Carbon Footprint 140

Carbon Footprint Postal Service Telecommuting Environment 140

Tips From T. Marie

JUNE 26, 2018

With more of us enjoying job flexibility today, and with the probability of up to 58% of workers expected to be independent contractors by 2027 , if you’re not using your smartphone for more than texting, calls and email you should be. We all know about texting, calling and emailing from our phones, but are you collaborating from it as well?

Social Media 126

Social Media Credit Card Dropbox Staples 126

Andrea Kalli

APRIL 6, 2010

While ten years ago, managing email could have been a secondary consideration, today it is absolutely vital to keep customers and clients in the loop through rapid, prompt email support. Service businesses will always need to devote more time to emails than product-based businesses. Limit your daily email quota.

Email 100

Email Management Microsoft Outlook Social Media 100

Practically Perfect PA

FEBRUARY 17, 2014

Administration of documents. Assistants should manage the administration of documents on behalf of their manager. Assistants should also ensure that all confidential documents are securely locked away or shredded. Email and diary management. Assistants should manage all of their executive’s emails.

Management 100

Management Suppliers Holidays Calendars 100

Andrea Kalli

JULY 19, 2010

Website and landing page design and strategies to increase the likelihood of sign-ups are beyond the scope of this guide, but suffice to say you will want to inform the visitor with all the great benefits of subscribing to your email list and the value your online business can provide. Observe your results and continue from there.

Email 100

Email Social Media Constant Contact Microsoft Outlook 100

Andrea Kalli

JULY 19, 2010

Website and landing page design and strategies to increase the likelihood of sign-ups are beyond the scope of this guide, but suffice to say you will want to inform the visitor with all the great benefits of subscribing to your email list and the value your online business can provide. Observe your results and continue from there.

Email 100

Email Social Media Constant Contact Microsoft Outlook 100

Success

NOVEMBER 17, 2021

Diverse integrations with other workflow apps, task management, internal documents, real-time chat and around-the-clock live support make ClickUp a contender in any battle for best productivity app. Stay Focused is a free app, although it does offer some in-app purchases. Trustpilot : 4.4 Google Play : 4.5 Aggregate : 4.1.

2022 348

2022 Basecamp Google Google Docs 348

Jen Lawrence

JULY 28, 2022

Every software sends you a “Welcome/Getting Started” email. For this, you will want to gather the necessary information, such as client contact information and existing contracts, and other documentation. Your Account settings are used throughout the entire CRM so ensure you handle that upfront. Watch the Onboarding Video.

Legal 52

Legal Forms Finance Purchasing 52

The Office Professionals Place

OCTOBER 19, 2009

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? DO use email for informational purposes (i.e.

Phones 100

Phones Email Filing IAAP 100

Office Dynamics

JUNE 22, 2016

Here is an excel document. Joan’s necklace was a very special piece purchased as a gift from her late husband, Dave. We aren’t sure where it was purchased or who produced it. We are sending information about this in an email to everyone who was part of the webinar. From Chaos to Control. Webinar Chat Archive.

Administrative Professionals 189

Administrative Professionals 2016 Gifts Purchasing 189

BMT Office Administration

MAY 31, 2022

He put Laura in charge of going through a bunch of drawers with instructions to make folders to organize papers of current worth, box up other documents that somebody might need down the line, and toss insignificant and old material. Fires, floods, and even spilled cups of coffee can render physical copies of documents unreadable.

Management 52

Management Legal Policies Filing 52

Office Dynamics

DECEMBER 22, 2013

Instead, ask that all employees print in black and white only, unless printing off documentation to be seen by clients. By purchasing an all in one, you’ll cut down the cost on buying separate machines. Of course, it is still wise to invest in a printer for those important client documents, presentation hand-outs and business pitches.

Policies 100

Policies Purchasing Budget Expenses 100

Office Dynamics

DECEMBER 22, 2013

Instead, ask that all employees print in black and white only, unless printing off documentation to be seen by clients. By purchasing an all in one, you’ll cut down the cost on buying separate machines. This is more of an environmental benefit, but as they say, every penny counts. Invest in a printer/copier/scanner.

Policies 100

Policies Purchasing Budget Expenses 100

BMT Office Administration

OCTOBER 4, 2022

Post-COVID-19, many employee tracking software programs started popping up, allowing companies to track employee productivity , computer activity, emails, and even individual keystrokes. Screen sharing of an employee’s computer will update managers on an employee’s progress on tasks, emails, and other workflows. Keystroke logging.

Filing 52

Filing 2020 Suppliers Social Media 52

Page Personnel

AUGUST 26, 2022

Those in an office manager role need to know how to manage processes, procedures, documentation, project management and communications. For example, answering phones, taking messages, purchasing office equipment, working with relevant software and filing paperwork.

Management 52

Management Payroll Fax Suppliers 52

BMT Office Administration

DECEMBER 13, 2022

In short, gone are the days of keeping track of umpteen email threads and Slack chats to stay on top of your team’s progress. Three years later, in 2017, Trello was purchased by Australian software company Atlassian, best known for being the creator of Jira, another project management software. What does Trello offer?

Management 52

Management Project Management Forms Calendars 52

Office Dynamics

FEBRUARY 25, 2014

TinyScan turns your iPhone into a mini scanner for documents, photos, receipts and other texts. With TinyScan, you can scan your documents at anywhere and store or email them as PDF files. With Tinyscan the repeat offender can now take a quick picture of their receipt from the app and email to you instantly.

Business Cards 100

Business Cards PDF Social Media Phones 100

Productivity Bits

AUGUST 25, 2011

It can provide pricing and even reviews so you can see whether your purchase is worthwhile. Document Scanner. Often, documentation goes missing, receipts seem to vanish into thin air, or sending a copy of something requires you to find the nearest Kinkos. Your email will remain private. College student? Google Docs.

Phones 100

Phones Google Docs PDF Google 100

The Small Business Blog

MARCH 15, 2013

Here are just some of the things that can be associated with specific customers in your system: Documents: You are able to attach word documents and other types of media to the CRM profiles in your database. Email: View the full history of your correspondence with a client so that you can put any support queries they make into context.

PDF 100

PDF Filing Expenses Purchasing 100

Ian's Messy Desk

AUGUST 3, 2011

Version 1 came bundled as bonus software with a scanner I had purchased and I have stuck with it through its evolution to version 4.5 (pre-release). How to Email Your Documents Directly to Evernote. How to Scan Documents Directly into Evernote. pre-release). Apart from e-mail service, it is my most used piece of software.

Social Media 100

Social Media Purchasing Travel Email 100

Tips From T. Marie

FEBRUARY 28, 2018

Although I have an office printer for the rare occasions when a client may need a traditional letter or document mailed via snail mail, I seldom remove the dust cover. Online technology is my thing, so I utilize electronic files, cloud storage, social media and email on a regular basis. Do you need additional information from invitees?

Holidays 100

Holidays Gifts Purchasing Social Media 100

Recruit CRM

FEBRUARY 5, 2019

Make sure you discuss this with the ATS provider before you make the purchase. If you’re an independent recruiter features like resume parsing, an in-built email client & invoice management are all you need. Make sure you use some email verification services before you start your email campaign. Email Client 7.)

Resume 88

Resume Agencies Budget Social Media 88

Andrea Kalli

OCTOBER 6, 2010

But what I could do was email the file to myself and edit it on the iPhone with the document editing app I have (DocsToGo), then email the edited file to someone, so at least that’s something. The ability to easily email any one of those files right from this app is AWESOME and makes this app completely worth downloading.

Filing 100

Filing 2007 PDF Email 100

Practically Perfect PA

MAY 11, 2016

Copies of paperwork e.g. insurance, health documentation; passport and to be kept separately in case originals are lost. They email you when advanced tickets are available to purchase 12 weeks before your journey, which means great savings for being organised and planning ahead! Basic first aid kit, cleansing wipes.

Travel 100

Travel Credit Card Calendars Phones 100

Eco-Office Gals

OCTOBER 23, 2012

You can communicate via email; you can use things like Google Docs, Adobe and e-Signature to send documents and contracts; even faxes can be sent and received online thanks to companies like FaxZero and MyFax. Purchase Energy Star products. That’s because they have been officially certified as being energy efficient.

Google Docs 100

Google Docs Fax Credit Card Purchasing 100

Andrea Kalli

OCTOBER 6, 2010

But what I could do was email the file to myself and edit it on the iPhone with the document editing app I have (DocsToGo), then email the edited file to someone, so at least that’s something. The ability to easily email any one of those files right from this app is AWESOME and makes this app completely worth downloading.

Filing 100

Filing 2007 PDF Email 100

The Office Professionals Place

FEBRUARY 10, 2010

This is the time of year that most people stress over because we are waiting for documents like W2’s, mortgage statements, 1099’s, and other information in order to file taxes. Look into purchasing an all-in-one fax, printer, and copier. When the computer is not in use put it in sleep mode.

Filing 100

Filing Expenses Purchasing IAAP 100

Clutter Coach

NOVEMBER 17, 2014

Things you are keeping that you don’t need to: receipts that are not for tax purposes or under-warranty purchases. manuals and documentation for stuff you no longer own; electric toothbrush, car, medical insurance plan. Have a tray for to-be-filed documents. old catalogs. paid bills*. Get off catalog lists here.

Medical 100

Medical Filing Credit Card Legal 100

The Office Professionals Place

MARCH 4, 2010

Thursday, March 4, 2010 The ‘Bcc’- Friend or Foe On average, we receive over 100 emails per day. Friendly Uses • If your email has a large recipient list, you can use the Bcc to hide email addresses and protect recipients privacy. Look into purchasing an all-in-one fax, printer, and copier.

Filing 100

Filing Credit Card Email IAAP 100

The Office Professionals Place

AUGUST 22, 2010

How many times do you search through those piles in an attempt to look for a document that isn’t there? Schedule time in the day to file documents or keep a pile of “frequently referred to&# files on your desk for easy access. • Paper Documents Use the color coded system for filing (ie.

Filing 100

Filing Finance 2010 IAAP 100

Stephanie LH Calahan

JUNE 8, 2011

When purchasing new equipment, pay attention to the energy rating.   When possible, purchase biodegradable or recyclable products or products made from recycled materials.  Use a programmable thermostat and adjust the settings to conserve energy when people are not in the office.   Reuse, recycle office supplies.

Fax 100

Fax Environment Purchasing Filing 100

Andrea Kalli

MAY 4, 2010

From small purchases to big business relationships, the entire business world is built on connections and networking. One of the most effective ways to connect with customers and clients is through email lists and long-term marketing efforts. However, it is important to follow some road rules while you do so.

Social Media 100

Social Media Purchasing Microsoft Outlook Twitter 100