Office Organization Success
NOVEMBER 3, 2014
Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder. As the majority of your communication is probably done via email with documents going back and forth, you’ll also want to create an individual client folder on your PC. Click here to activate your Membership.
Stephanie LH Calahan
MAY 13, 2011
My scanner serves all these purposes -- scan a document in and you can then e-fax it over the internet, print out a copy, edit it directly through OCR software, save it as a PDF and toss the paper. I cant live without Quickbooks Pro with the cloud document management app. I am so much more organized and less stressed.
BMT Office Administration
SEPTEMBER 12, 2022
Meeting minutes are a staple of all Board meetings, and many internal company meetings, as they serve as an official written record of a meeting to aid in future decision-making and fill in employees who couldn’t attend. That means your meeting minutes are legal documents that can be referenced during an investigation.
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