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12 Essential Tips Every Solo Traveler Needs to Know

Success

Use the cloud Scan or take photos of your flight and hotel confirmations, credit card and insurance cards, and any other documents that might be useful. Keep these documents in the cloud and on your phone to easily access them from the road.

Travel 163
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It’s time to review (or create) your document retention policy

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

Policies 105
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Do I Need to Buy Life Insurance?

Success

People purchase life insurance to help their families replace lost income and cover final expenses after death. In addition to the length and amount of the policy affecting the cost, finalizing a life insurance quote may require a medical exam before the policy can be underwritten and implemented.

Policies 215
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5 Ways to Thrill Your Customers (Because a Thank You Email Just Doesn’t Cut It Anymore)

Success

Or the physician who returns a prospective patient’s call on a Saturday, spends 20 minutes on the phone discussing symptoms, and then shares a private cellphone number with instructions to call back if further medical advice is needed. Transactional milestones are any events that move the customer through the purchasing experience.

Email 262
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Employee Records: End of year review & preparing for next year

BMT Office Administration

The Americans with Disabilities Act (ADA), Fair Labor Standards Act (FLSA), and Family Medical Leave Act (FMLA) have also had significant impacts on employee recordkeeping and personnel files — further complicating the issue. Hiring documents. What is employee recordkeeping and why does it matter? Compensation. Post-employment records.

Medical 52
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The Do’s And Don’ts Of Digital Document Management Systems (DMS)

Small Business CEO

With flexible working and Bring your own Device (BOYD) policies becoming the norm, it is increasingly difficult for business owners to keep track of one of their most valuable company assets, i.e. their business-related documentation. Entrepreneurs documents management' Do you need an onsite, hosted or hybrid solution?

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Stay organized and secure with electronic records management

BMT Office Administration

He put Laura in charge of going through a bunch of drawers with instructions to make folders to organize papers of current worth, box up other documents that somebody might need down the line, and toss insignificant and old material. Fires, floods, and even spilled cups of coffee can render physical copies of documents unreadable.