Remove Dropbox Remove Filing Remove Forms Remove System
article thumbnail

3 Ways to Create a Better System for Information Management

All Things Admin

Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. Here are three simple yet effective strategies to help you enhance your information management system. Think about the main types of documents you create.

article thumbnail

File System Preparation Is An Essential Step In Getting Things Done

Productivity Bits

After purging the unnecessary stuff that mounted in your desk and anywhere else, it’s now time to prepare your filing system. Chaos can easily break anywhere in your living space if no filing system is set up to hold the different materials that you accumulate as you work. Physical File System.

Filing 100
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

What electronic record-keeping software best fits your needs?

BMT Office Administration

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If your desk is still cluttered with paper files or documents, it’s probably time to consider switching to electronic records management (ERM). Better file retention compliance. Saving time.

Filing 98
article thumbnail

Today’s Admin Needs to Become a Mobile Office Pro

Office Dynamics

Apps for file access, e-mail, calendar, password protection, word processing, spreadsheets, presentations, virtual meetings, news, weather and travel are examples of key productivity tools mobile devices should have installed. (I Backup and store your files via a cloud service. Share and collaborate on files. Additional Apps.

Dropbox 100
article thumbnail

4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

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. Instead use one of these options: 1. ” at [link].

article thumbnail

Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

For instance, if a task has complicated instructions, you can attach a Word file to the card that explains the work in more detail. Tel-Aviv-based company Monday.com launched in 2014 as a workplace operating system, or WorkOS for short. All-in-all, Trello has a pretty intuitive and effective automation system. Order forms.

article thumbnail

Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. LNM LOVES Dropbox!