Professional Assistant Blog

NOVEMBER 30, 2007

Home About Me Advertise Want Confidential Documents to Stay Confidential? If you would like more information on keeping your documents safe, take a look at the "How Safe Are Your Documents?" Do you have confidential information that you need to send to someone, but want to make sure that it gets treated like registered mail?

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On The Job

MARCH 11, 2019

Rubin's research into happiness has shown that there's no one-size-fits-all approach to organization, but rather using some strategies to reach out own personal state of inner calm. (I I once created a file called 'active useful documents' and then never looked in it again," Rubin writes. Allow technology to clear clutter.

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Office Organization Success

FEBRUARY 26, 2010

For many solopreneurs a large part of their business is working one-on-one with clients, and that means having a way of keeping all of their client information organized and easy to access. If you’ve been a member of my Easy Office Organization program you know that I tell you step-by-step how to do this.) Share and Enjoy:

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Ian's Messy Desk

MARCH 29, 2011

Documents piled up? It is now time to put things in order and implement a system that will keep this space organized until spring 2012 and beyond. File and organize: Once you’ve decided on what papers you will keep, set up a filing system that will be easy for you to follow. For the approximately 2.5 Dying plants?

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Office Organization Success

NOVEMBER 24, 2014

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Be sure to include this form on a separate page so that your client can fax back their credit card details to you.

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Productivity Bits

OCTOBER 20, 2010

To save on paper, some people develop a filing system through the computer, similar to the old ways, by using an office suite or another program to store documents in folders. Organize your folders by project, client, document or by any other means necessary. Back them up to an external hard drive off-site.

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Stephanie LH Calahan

JANUARY 6, 2010

Productive & Organized Home Contribute to P&O! So what I'd like to share with you today are my top 5 steps to setting up your core office organization systems. ORGANIZE your Inbox. Another huge time drain if not organized properly. Archive Network with Steph Is This You? CREATE your paper-based filing system.

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Stephanie LH Calahan

NOVEMBER 15, 2010

Productive & Organized Home Contribute to P&O! I have been reading Productive and Organized for some time and the articles and tips are very effective not only for me personally but also for my business.  It read, "Art, we already are LEED-certified -- and we do recycle, use energy-efficient appliances, shred documents, etc.

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Stephanie LH Calahan

FEBRUARY 25, 2011

Productive & Organized Home Contribute to P&O! You have access to your documents and photos no matter where you are. No need to load and check USB flash drives or email documents back and forth from work to home. Thanks to Lisa Montanaro of LM Organizing Solutions, LLC 4. Thanks to Natalie Conrad of Organized Habits 5.

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Stephanie LH Calahan

DECEMBER 30, 2010

Productive & Organized Home Contribute to P&O!   The Esselte company conducted a study of over 2,600 executives and found that the average executive wastes 6 week a year just looking for lost documents and information.    If your business is not effectively organized, it’s costing you money. 

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Step It Up VA Coaching

MARCH 24, 2011

Still, don’t you deserve a workspace that’s organized, bright, cheerful, and attractive? A good place to start is to streamline your files and documents. In the future, try to deal with mail or faxes as they come in – either respond, toss or file – and make it a goal to touch each piece of paper only ONCE.

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Stephanie LH Calahan

JUNE 8, 2011

.  Did you know that most small businesses have at least 9 paper copies of every document because they either cannot find the original, or because the paper copy is the way that the information is distributed?    Start with something like electronic faxes.    It only gets bigger as the company gets bigger. 

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Office Organization Success

AUGUST 17, 2009

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Be sure to include this form on a separate page so that your client can fax back their credit card details to you.

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Office Organization Success

DECEMBER 15, 2012

Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox. Sending info via email is like sending a postcard via mail.

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The Office Professionals Place

AUGUST 22, 2010

Misfiled - Get organized Statistics show that we will touch the same piece of paper at least 21 times in a day. The best way to get organized is to start with your desk. How many times do you search through those piles in an attempt to look for a document that isn’t there? This will eliminate problems later.

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Professional Assistant Blog

NOVEMBER 19, 2009

By The Professional Assistant on Thursday, November 19, 2009 Filed Under: Client Service , MS-Access , MS-Excel , MS-Outlook , MS-PowerPoint , MS-Word , Organize , Productivity D oes your department have an administrative procedures manual? One of my readers asks: The organization I work for has no administrative procedure manual.

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Professional Assistant Blog

OCTOBER 13, 2008

O ne of my readers asks: With Word 2007, is it possible to create a “cliff notes&# version of a document using the Styles function or Macros? Here are the 7 steps to creating a “cliff notes&# version of your document: Cut the piece of text that you would like to remove from your document. Whats next?

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Professional Assistant Blog

APRIL 1, 2008

Home About Me Advertise Productivity With Shared Files By The Professional Assistant on Tuesday, April 01, 2008 Filed Under: MS-Word , Organize , Productivity D o you share your files with others in your firm? Imagine that your boss comes to you and asks you to merge several files into one main file ( Microsoft Word document).

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The Office Professionals Place

AUGUST 13, 2009

You have to be able to create a PowerPoint presentation, merge a document in Word, or create a report in Excel. Always proofread a document prior to sending it, good proofreading includes printing the document for review. Utilize spell check and review the document for grammar errors. Get the knowledge you need.

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Professional Assistant Blog

JANUARY 11, 2008

By The Professional Assistant on Friday, January 11, 2008 Filed Under: Organize , Productivity D o you want to decorate your cubicle/office? This will help you with organizing and prioritizing any tasks that you are asked to do. You need to be able to find certain documents on your cubicle walls for easy reference.

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Professional Assistant Blog

FEBRUARY 15, 2008

By The Professional Assistant on Friday, February 15, 2008 Filed Under: Meetings , Organize , Productivity Y our boss comes to your cubicle and asks you to make 10 copies of 5 different sets of publications. Photocopy all publications one after another, whether it be via the document feeder, the glass pane or both. Not Sure What To Do?

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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. Tax season doesn’t have to be a tear jerker.

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Stephanie LH Calahan

MAY 13, 2011

            Dawn McCloskey Ultra Organized, LLC. Microsoft's OneNote is my go-to organizing tool for anything that I do online.I create notebooks and files just like I would with paper, but now it is all organized on my computer. Evernote Enables Paperless Organization.

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Jen Lawrence

FEBRUARY 15, 2019

Paperwork – If you need to fill out forms and fax them somewhere or process documents and scan them into a digital management system, make a pile and handle all at once on a regular cadence. Group errands together and mentally map out what you need to do in common areas to reduce your time bouncing around between locations.

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The Office Professionals Place

JUNE 7, 2010

My suggestion would be to backup your documents, electronic files, spreadsheets, etc. In the event your system crashes or you get some terrible virus, you will be able to access documents and work on another computer while IT restores your data. A good practice is to perform a weekly backup of documents and files.

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Professional Assistant Blog

FEBRUARY 12, 2008

7%), but the document size is the same. You can not e-mail a document with 30 such pictures because size is over 10 MB. Richard Posted on 9 October, 2008 10:52 AM Anonymous How can I resize all the 30 picture of a word document, Please advice. 10comments for this post Anonymous These actions dont change the picture size.

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Professional Assistant Blog

JANUARY 16, 2008

This would help you organize things in a much more effective way. If people place items on my desk or chair, I will simply place it back at the top of my mail tray and prioritize all documents as needed. Do you think that your staff members should be using the mail tray thats been provided right on the edge of your desk?

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Professional Assistant Blog

SEPTEMBER 27, 2007

Home About Me Advertise 7 Steps to Improve Your Filing System By The Professional Assistant on Thursday, September 27, 2007 Filed Under: Organize , Productivity A re you having trouble with your filing system? Dont know how to organize yourself and things are starting to pile up?

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The Office Professionals Place

JANUARY 21, 2010

Now Google can help you do things like…… Google Docs – Create and share your online documents, presentations and spreadsheets Google Voice - Don’t have time to listen to voicemails? Google Health – organize your medical records, prescriptions, etc. When the computer is not in use put it in sleep mode.

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The Office Professionals Place

OCTOBER 8, 2009

If possible, “Go Green,&# eliminate the paper clutter and file documents electronically. Recycle Papers Continue with the Go Green Initiative and recycle documents that are no longer necessary. In an effort to eliminate paper, you may want to scan the document, save it as a PDF, and file it in an electronic file.

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Professional Assistant Blog

OCTOBER 15, 2008

Now select Microsoft Office Document Image Writer. How to Organize Tasks Effectively How to Deal with Inconsiderate Co-Workers Resizing Pictures in Microsoft Word 4 Ways to Cope with Difficult Colleagues Administrative Procedures Manual - Does Your Department Need One?

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Professional Assistant Blog

SEPTEMBER 4, 2008

From here, click on the particular label that you want to use and click New Document. How to Organize Tasks Effectively How to Deal with Inconsiderate Co-Workers Resizing Pictures in Microsoft Word 4 Ways to Cope with Difficult Colleagues Administrative Procedures Manual - Does Your Department Need One? You can use this feature by: 1.

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Laughing all the Way to Work

MAY 28, 2008

Now, do you still think I have time to chat?

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Stephanie LH Calahan

DECEMBER 23, 2009

Productive & Organized Home Contribute to P&O! Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Archive Network with Steph Is This You? Part of the Calahan Solutions, Inc.

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Jen Lawrence

FEBRUARY 15, 2019

Paperwork – If you need to fill out forms and fax them somewhere or process documents and scan them into a digital management system, make a pile and handle all at once on a regular cadence. Group errands together and mentally map out what you need to do in common areas to reduce your time bouncing around between locations.

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Stephanie LH Calahan

APRIL 1, 2010

Productive & Organized Home Contribute to P&O! Main | Get Organized and Lose Weight! Mac Users Will Have Easier Access for their Document Management While the desktop version of Paper Tiger could be used on a Mac, sometimes people had challenges making the Windows version work well.  Mac Try These Creative Solutions.

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Stephanie LH Calahan

JANUARY 11, 2010

Productive & Organized Home Contribute to P&O! Now that you’re car is empty, it’s time to stock it and organize it for stress-free travel. Here are five easy tips to get you started and to keep your car organized when traveling: 1. We do this by organizing space, information, and time. Part of the Calahan Solutions, Inc.

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