The Office Professionals Place

OCTOBER 19, 2009

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? Or have you played the popular “phone tag&# game?

Phones 100

Phones Email Filing IAAP 100

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.

Credit Card 100

Credit Card Dropbox Fax Filing 100

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.

Filing 100

Filing Staples Fax Phones 100

Eco-Office Gals

OCTOBER 23, 2012

You can communicate via email; you can use things like Google Docs, Adobe and e-Signature to send documents and contracts; even faxes can be sent and received online thanks to companies like FaxZero and MyFax. For more information, visit Energy.gov and put “do it yourself energy audits” in the search field.

Google Docs 100

Google Docs Fax Credit Card Purchasing 100

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.

Credit Card 100

Credit Card Fax Forms 2014 100

Professional Assistant Blog

NOVEMBER 19, 2009

Do you find that your staff are not being consistent with their memos, e-mails , the way they answer the phone , etc.? This way, everyone will be using the exact same documents , spreadsheet , etc. Just make sure to protect the documents, spreadsheets, etc. so that they dont get changed.

2008 100

2008 Cubicle 2007 PowerPoint 100

Stephanie LH Calahan

JUNE 8, 2011

.  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?    Start with something like electronic faxes.    It only gets bigger as the company gets bigger. 

Fax 100

Fax Environment Purchasing Filing 100

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 then use this folder for storing all the documents that I send and receive from my clients. Digital: Create Client Folders.

Filing 100

Filing Staples Email Fax 100

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.

Google Docs 40

Google Docs Fax Filing Networking 40

Office Dynamics

JUNE 25, 2013

There is more stuff on office desks: computers, printers, faxes and other new technologies. We waste precious time looking for an important e-mail or document. Activities: Cluster phone calls to make; cluster items to copy; cluster computer work; cluster large projects, etc. There is less room for stuff. We get frustrated.

Cubicle 100

Cubicle Fax Filing Stress 100

Laughing all the Way to Work

MAY 28, 2008

I said, "If I called you at work in the middle of the day, would you be able to come to the phone and chat?" Any personal calls they have to make to the bank, insurance company or any personal matters, he always asks his wife to do it because he says, "You sit at your desk all day and have a phone readily available, so it is easier for you".

Fax 100

Fax Phones Expenses Filing 100

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?

Microsoft Word 100

Microsoft Word 2008 Keyboards 2007 100

Tips From T. Marie

JANUARY 29, 2015

Even so, I cut back on the things that I could in order to get a business phone line, a multi-function fax/printer/copier and a couple of business books. What happens when the document you created in free software can’t be opened by the client, or worse, the formatting is skewed completely when the client opens it.

Purchasing 100

Purchasing Fax Training Budget 100

The Office Professionals Place

AUGUST 22, 2010

Sunday, August 22, 2010 Miscommunication, Misfiled, and Misplaced = Misrepresentation A work day consists of filing, answering phones, greeting visitors, and a host of communication efforts with coworkers, supervisors, and customers, plus other duties and responsibilities that can get overwhelming. Lets grow together!

Filing 100

Filing Finance 2010 IAAP 100

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. Group errands together and mentally map out what you need to do in common areas to reduce your time bouncing around between locations.

Social Media 58

Social Media Fax Clothes AT&T 58

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.

Filing 100

Filing Google Docs 2008 Microsoft Word 100

Stephanie LH Calahan

NOVEMBER 8, 2013

Having VAs I can simply fax order forms to. I like having a long battery life and having the full functionality of the Windows Platform on my phone. I have Dropbox on my phone as well so I can easily send documents to my consultants while on the road. I used to carry 12 paperbacks on ever trip. Another life saver?

2003 100

2003 Dropbox Fax Social Media 100

The Office Professionals Place

JUNE 7, 2010

I was online completing a form that required a phone number and I didn’t have the phone number handy, while I was conducting a search on the internet, my friend got a regular phonebook and found the phone number before my page could load to show me the results of my search. Backup SMARTPhone Data.

Filing 100

Filing Administrative Professionals 2010 IAAP 100

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.

Cubicle 100

Cubicle 2008 Google Docs 2007 100

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.

Cubicle 100

Cubicle 2008 Google Docs 2007 100

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.

Microsoft Word 100

Microsoft Word 2008 Cubicle 2007 100

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.

Credit Card 100

Credit Card Fax Forms Policies 100

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. Group errands together and mentally map out what you need to do in common areas to reduce your time bouncing around between locations.

Social Media 40

Social Media Fax Clothes AT&T 40

Professional Assistant Blog

OCTOBER 15, 2008

Now select Microsoft Office Document Image Writer. There are other ways to implement this, depending on the software that you are using, but let’s keep this simple for now. All you need to do is go through your regular print routine with the following steps: Click File, Print or CTRL-P as the keyboard shortcut.

PDF 100

PDF 2008 Cubicle PowerPoint 100

Professional Assistant Blog

JANUARY 16, 2008

If people place items on my desk or chair, I will simply place it back at the top of my mail tray and prioritize all documents as needed. People have to understand that each person prioritizes their work their own way. If you like this post, please subscribe to my feeds or get posts e-mailed directly to you.

2008 100

2008 Google Docs Cubicle 2007 100

Stephanie LH Calahan

MAY 13, 2011

" That is what I heard from her as we were talking on the phone.  Since I work at home (and because we're full-time RVers, always on the road), I need to be able to fax/copy/convert from anywhere. Record Your Phone Calls Like A Pro. I cant live without Quickbooks Pro with the cloud document management app.

Credit Card 100

Credit Card Google Docs Dropbox Filing 100

Professional Assistant Blog

SEPTEMBER 4, 2008

From here, click on the particular label that you want to use and click New Document. You can use this feature by: 1. Clicking Tools, Letters and Mailings, Envelopes and Labels. Click on the Labels tab. This will allow you to have a blank sheet in front of you and you can add all the information into each label and then print them off.

Microsoft Word 100

Microsoft Word 2008 Cubicle Google Docs 100

The Office Professionals Place

JANUARY 21, 2010

Now Google can help you do things like…… Google Docs – Create and share your online documents, presentations and spreadsheets Google Voice - Don’t have time to listen to voicemails? Look into purchasing an all-in-one fax, printer, and copier. I remember the days when you could use Google as a search engine only.

Google 100

Google Google Docs Filing IAAP 100

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 then use this folder for storing all the documents that I send and receive from my clients. Digital: Create Client Folders.

Filing 100

Filing Staples Fax Email 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. A good office professional must be able to greet clients, answer phones, and interact pleasantly, politely, and cordially. Utilize spell check and review the document for grammar errors. Get the knowledge you need.

IAAP 100

IAAP Filing Administrative Professionals Skills 100

The Office Professionals Place

APRIL 29, 2010

It is impolite to blurt out or cut people off, you wouldnt do it in an in person meeting, dont do it on a phone call. This makes it easy for minutes to be properly documented and promotes meeting order. If it is possible, send the documents as one attachment and not several (ie. Start on time and end on time.

Agenda 100

Agenda 2010 Filing IAAP 100

Professional Assistant Blog

MARCH 3, 2008

Many companies these days have specific rules against importing outside mail into their Exchange system, not only for security and confidentiality reasons, but also because of document retention issues. Posted on 3 March, 2008 12:04 PM The Professional Assistant Hi Jodith, Excellent point.

2008 100

2008 Cubicle 2007 Google Docs 100

Professional Assistant Blog

SEPTEMBER 27, 2007

Here are 7 simple things you can do to improve your filing system: Try filing your documents into file folders, then put them into hanging file folders. Dont know how to organize yourself and things are starting to pile up?

Filing 100

Filing 2007 2008 Cubicle 100

Professional Assistant Blog

MARCH 5, 2008

Thanks, Richard Posted on 5 March, 2008 10:43 AM Deb I love CTRL-Z (undo), CTRL-H (find & replace), the split screen feature in Word (it splits the screen into 2 sections so you can look at 2 different areas of the document at the same time. Especially when you are cutting and pasting in a 200 page document!!

2008 100

2008 2007 Cubicle PowerPoint 100

Stephanie LH Calahan

MARCH 12, 2010

  Make sure that as you schedule the activity (appointment on the phone, outside of the office or task you want to get done, etc) with enough time to come to a stopping point.    Add to that 25% of enterprise documents are misplaced and will never be located.  Imagine Part of the Calahan Solutions, Inc.

Networking 100

Networking Email Phones Filing 100

Stephanie LH Calahan

DECEMBER 23, 2009

Yet establishing any consistency to your information management system is a challenge because there are so many mediums to work with - paper files, computer documents, email, voice mail, hand-written notes, business cards. Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates!

Filing 100

Filing Calendars Networking Email 100

Stephanie LH Calahan

FEBRUARY 25, 2011

You have access to your documents and photos no matter where you are. No need to load and check USB flash drives or email documents back and forth from work to home. Network with Stephanie or Connect with Your Smart Phone Become a Fan Follow this blog Categories News & Updates! Boss needs a copy of annual report? No problem!

Dropbox 100

Dropbox Filing Networking Fax 100