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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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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Stephanie LH Calahan

JANUARY 6, 2010

Building a successful long-term profitable business isn't about "marketing" your business, it's about "managing" your business - the marketing comes once you have your management systems in place. So what I'd like to share with you today are my top 5 steps to setting up your core office organization systems.

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The Office Professionals Place

AUGUST 8, 2010

Poor Management System Do you feel as though your company does not value you as an employee? or a Poor Management System is condition that embodies many companies due to economic times, change in company practices, and company personnel. Look into purchasing an all-in-one fax, printer, and copier. Lets grow together!

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Management Filing 2010 IAAP 100

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. However, know that you may still be subject to paper in your office.

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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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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. ” at [link].

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Office Organization Success

NOVEMBER 3, 2014

Creating a Client Contact Sheet which contains your client’s name, address, email, phone, fax and any other contact information that you want to keep a record of is a useful template to have. I’m a big believer in creating main/sub folders for managing my filing system – both for paper-based and PC files. (If

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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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Laughing all the Way to Work

APRIL 15, 2008

It is very important if you get phone calls and make decisions on a file to document that by writing a note and putting it on the file by date. You want to file letters, faxes and e-mails received and sent chronologically. Being consistent in how documents are named will make it easier to retrieve when needed.

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Eco-Office Gals

SEPTEMBER 4, 2013

Beyond that expense you’ll also save money on not buying printers, copiers, fax machines (and fax lines) and a boatload of toner. Cloud computing is a more cost effective and environmentally friendly way of storing your company’s files than setting up an internal server system. Obviously you won’t need to buy paper anymore.

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Stephanie LH Calahan

JUNE 8, 2011

  We do a lot of work with different clients to help them develop systems that allow them to be paperless.    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?

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Small Business CEO

OCTOBER 8, 2013

Yes, it does cost money to store documents digitally, but these costs are often far lower than the ongoing cost of buying paper, ink or toner, garbage disposal, and the extra space you need to store reams. Document Security Is Enhanced. With digital documents, you can implement document-level security with strong passwords.

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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.

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Filing Finance 2010 IAAP 100

Step It Up VA Coaching

MARCH 24, 2011

Time to make a clean sweep of your office, your business systems, and even your mind! A good place to start is to streamline your files and documents. File or toss that pile of papers into your newly streamlined filing system. Clean up electronic files and documents. by Donna Toothaker. Clean out your file cabinet.

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BMT Office Administration

APRIL 13, 2022

In order to pay your employees correctly, keep track of labor costs, and manage employee attendance, business owners need to invest in a reliable time clock system for their workplace. You can expect to spend at least $100 on a timeclock, but prices for fancier systems can get much higher. Lathem Atomic Time Clock With Tru-Align.

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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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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.

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Social Media Fax Clothes AT&T 58

Professional Assistant Blog

NOVEMBER 19, 2009

This way, everyone will be using the exact same documents , spreadsheet , etc. Just make sure to protect the documents, spreadsheets, etc. Another option is to create templates in Microsoft Office and either e-mail them to everyone or place them on a network drive for everyone to access. so that they dont get changed.

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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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Credit Card Fax Forms Policies 100

Laughing all the Way to Work

MAY 28, 2008

Here is my list: Drafting letters Scheduling meetings Managing boss's time Transcribing tapes Typing correspondence and lengthy documents Organizing yourself and others Filing Setting reminders and following up Managing bring-forward system Making travel arrangements Typing expense reports Managing boss's e-mail account as well as your own Sending (..)

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Office Organization Success

FEBRUARY 26, 2010

Creating a Client Contact Sheet which contains your client’s name, address, email, phone, fax and any other contact information that you want to keep a record of is a useful template to have. I’m a big believer in creating main/sub folders for managing my filing system – both for paper-based and PC files. (If

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The Office Professionals Place

OCTOBER 8, 2009

If possible, “Go Green,&# eliminate the paper clutter and file documents electronically. Create an effective filing system. Find out what filing system works for you. Find out what filing system works for you. I like to use the color coding system. Then decide to shred or recycle the document.

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Professional Assistant Blog

APRIL 1, 2008

Imagine that your boss comes to you and asks you to merge several files into one main file ( Microsoft Word document). Then at the end, you just accept all changes to get the final document. Do you find that you are being bombarded with updates to the same files time and time again? I completely forgot about that.

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Filing Google Docs 2008 Microsoft Word 100

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. Need a filing system?

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The Office Professionals Place

JUNE 7, 2010

The IT department is just like any other department and they are not immune to system crashes and viruses although they should be more prepared. My suggestion would be to backup your documents, electronic files, spreadsheets, etc. A good practice is to perform a weekly backup of documents and files. So what do you do?

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Filing Administrative Professionals 2010 IAAP 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. Worklife Line Chat Every Monday at 7 p.m A new topic each month.

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Professional Assistant Blog

AUGUST 30, 2007

Here are the simple steps on how to copy tables: Open your Word document that contains the table. This actually is quite easy to do. Open Powerpoint and click on File, then select New, then Blank Presentation. You will see this screen at the bottom.

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Professional Assistant Blog

FEBRUARY 15, 2008

Photocopy all publications one after another, whether it be via the document feeder, the glass pane or both. The copier will now spit out all of the documents , in the order that you asked it to do it in, 10 copies for each bundle. The copier will then scan in all of the information in the order that you want it in.

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Professional Assistant Blog

JANUARY 11, 2008

You need to be able to find certain documents on your cubicle walls for easy reference. Try to keep your documents, pictures, etc. Try to keep the pictures on a professional level, so obviously dont hang anything that might be lewd, harmful to others cultures or has a picture of something illegal on it.

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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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Microsoft Word 2008 Cubicle 2007 100

Stephanie LH Calahan

DECEMBER 23, 2009

First of all, there is not a perfect tool or a perfect system. So, this answer is based on my experimentation with the two main tools the question above refers to - a planner and a tickler file system. Anchor your system one place or the other, whichever seems most natural to you.

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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.

Social Media 40

Social Media Fax Clothes AT&T 40

Professional Assistant Blog

MARCH 3, 2008

Hopefully, not too many of you were affected by the email system outages yesterday. It’s a reminder to all of us that depending on one system alone works fine, right up until the time that it doesn’t. Hopefully, you weren’t also affected by the FPL power outages.

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The Office Professionals Place

MAY 31, 2010

Look at it this way, if there is a document that needs to be proofread and we don’t find the mistakes, that document is going to make a huge impact. Receivers of the document may get the wrong interpretation or the wrong impression. Look into purchasing an all-in-one fax, printer, and copier. A new topic each month.

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Filing 2010 IAAP Fax 100

Stephanie LH Calahan

MARCH 12, 2010

Systems that Support Growth You see, while bamboo is known for its speedy growth (once it starts growing up) there is something below the surface that many do not know.   The rhizomes are the organism's growth system.    The intricate system of roots and growth make the plant amazingly strong. 

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Stephanie LH Calahan

NOVEMBER 8, 2013

Having VAs I can simply fax order forms to. so they can enter them into my system for me. I have Dropbox on my phone as well so I can easily send documents to my consultants while on the road. For vlogging, nothing beats the camera on my iPad.    For graphics, my favorite is Instaquote. Another life saver?

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