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. Here are two examples of this.

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. Digital 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

If someone within the organization needs access to a file you can easily share it within the software system rather than having to take the physical file to them or needing to scan and email it. Software systems also tend to be more secure for sharing sensitive information including employee forms with SSNs and other private data.

Filing 98
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

Tel-Aviv-based company Monday.com launched in 2014 as a workplace operating system, or WorkOS for short. Unlike Trello, which thrives on its user-friendly layout, Monday.com is a far more robust and extensive project management system with advanced features. All-in-all, Trello has a pretty intuitive and effective automation system.

article thumbnail

Today’s Admin Needs to Become a Mobile Office Pro

Office Dynamics

Like any file storing system, you should create folders to organize your files. OneDrive, OneDrive for Business, Dropbox, Box and Egnyte. I use this app often from my mobile devices to view and sign contracts that are emailed to me in PDF form. Another powerful cloud service for uploading files of a variety of types.

Dropbox 100
article thumbnail

The Freedom to Work from Anywhere: Your Virtual Business Tips (Part 4)

Stephanie LH Calahan

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. Management example: maintaining a frequently requested/used links doc in Evernote, and up to date forms and procedures.

2003 100