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How to Manage Your Files Effectively

Jen Lawrence

Managing files can be overwhelming and let’s be honest… boring for some. Remember, an effective file management system boosts the overall efficiency of a company’s operations. With that, I’m going to share tips on how you can manage your files effectively. For example, “J Lawrence File Management Blog Article 112021.”

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What's the story on your file?

Laughing all the Way to Work

Think of a file as a story about what has happened from beginning to end on a matter. 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. When someone new looks through the file they will see a chronological record of incidents.

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13 Ways You Should be Using Your Smartphone for Business

Tips From T. Marie

Documents on the Go. Yet another reason to ditch the file cabinet and move your files to the cloud; file access on your smartphone. If you’ve ever had someone request a document when you’ve been out of the office you are bound to appreciate a cloud storage app. Easily access and share documents on the go.

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Ten tips on preparing board papers

Practically Perfect PA

Constantly chasing people for supporting papers, printing thousands and thousand of pieces of paper only to be told that the documents have been amended, stapling through massive reports – god I hated it. Insert a numbered divider in between each supporting document, this is particularly useful in a large pack.

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Podcast 127: Tidy vs. organized

Clutter Coach

We were on the same page with going through papers and filing. The box of staples was in with the checks and greeting cards, not near the stapler, because there wasn’t room in that drawer. In fact, focusing on tidiness can have almost nothing to do with organizing and everything to do with cluttering. Here’s an example.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. I then use this folder for storing all the documents that I send and receive from my clients.

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Help Desk

Practically Perfect PA

I keep one good pen, preferably a fountain pen, for signing documents and a red pen for ticking things off my to-do list. Stapler and staples – Always always get the best stapler your company can afford and use the same brand staples as the stapler. Files – see my previous blog on my filing system.

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