Posts Tagged ‘document’

Organize Your Documents Online

If you’re one to work away from home and like things accessible while mobile, you’ve already changed to an email client like Gmail, and are on your way to creating a completely online office.

Filing and organizing paper documents is a chore and takes up space so you may be digitizing them already via your scanner. This way any documents you receive online don’t have to be printed off; although… » Continue

Productivity & Organizing Myth #4 – Only Handle it Once

The forth in a series of 10 myths to help you see clearly past the myths to get things done!

Myth: You should handle papers and view emails only once.
Reality: You should handle papers and view emails an efficient number of times. In some cases an assistant should handle them for you and you should never view them.

Only Handle It Once (o.h.i.o.) applies to junk mail which should go straight… » Continue

Virtualization Document Management

Managing papers is tough - it maybe the biggest obstacle on the road to be organized. What is the possible exit from this dark tunnel? Jason Hunter at ONLamp shares his way - by virtualizing his document management. It means that every paper documents are scanned and converted into digital formats, and kept in an organized way in his PC. The steps involve finding the suitable revision control system… » Continue

Documents: What to Keep - Where to Store - When to Shred

Ric Edelman, a financial planner, suggests a list of financial/legal documents that you need to keep and what you can shred. He categorizes into five groups: originals you rarely need, originals you sometimes need, other documents, tax documents and investment documents. He suggests for each document on What to Keep, Where to Store, and When to Shred. The list is pretty good reference, especially the “when to shred” column:

The financial… » Continue

The Potent Power of Proposals

Neil Tortorella shares his view on the usefulness of proposal of getting projects, especially in design and consulting-oriented areas. Neil identifed 13 sections that worth to write about. They are:

1. Executive Summary
2. Current Situation
3. Project Goals
4. Competition
5. Audience
6. Creative & Marketing Strategies
7. Process
8. Fees & Reimbursements
9. Billing & Schedule
10. Conclusion
11. Company Overview
12. Clients
13. Awards

Very neat on separating into different sections. He puts all of the topics that customers would be… » Continue

Document Management Simplified

Related to the last post, I found out Jeffrey Phillips has similar brainstorming post on document organization. He said: ‘But while we are generating all these documents, we very rarely consider how they will be stored, recalled and/or reused.’ - Very true, or we are not consider how we store our document because sorting needs tremendous effort - an effort to optimize better successful rate of reusing the document in… » Continue

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