During this expert webinar, Anne demonstrated how to get started with Paper Tiger Online filing system software and demonstrated a work-flow example by filing items from her inbox through the life-cycle of document management to help you use Paper Tiger more effectively to get organized and be more productive. She included specific examples in how to use the File Cleanout Report to prepare for and possibly delegate purging or reorganizing your filing system, such as how to transfer files from Action to Reference locations (those actionable items that have been accomplished and now need to be moved from your action file drawer to the file cabinet), and gave some tips in how to maintain after your initial getting organized project. In this webinar, Anne also demonstrated how to index magazine articles, because anything you can number, you can Paper Tiger! Watch this webinar to see how you can Find Anything In Your Office In 5 Seconds or Less…Guaranteed!
As information, Anne is a professional speaker, productivity expert, professional organizer and author. If you want to learn more about Anne and her services, please visit her website at www.StrategizeAndOrganize.com. She may be in Colorado, but she’s nationally recognized as an expert and works with people throughout the US in person and virtually.
You can contact Anne at amcgurty@strategizeandorganize.com or by phone at 303 881-0174.
See more information here on Paper Tiger Filing System Software for Document Management
Q: How much time to set this up, typically–several weekends, 2 months?
A: Of course, this depends on how much you have to organize, but the secret is to not get overwhelmed before you start. See our blog post Customize Your Filing System with Paper Tiger’s Indexing Method
Q: I used Paper Tiger years ago but got out of the habit when it required a paid upgrade whenever I was connected to the Internet. Now I’m drowning in unfiled paper again. How will the old Paper Tiger files I have migrate into the current version?
A: When you upgrade to the latest version of the desktop version or if you decide you want the online version that Anne is showing today, you will be able to convert your old desktop version database.
Q: What can I do to keep articles torn out of magazines to keep them in order?
A: If you have a lot of magazine articles that you keep track of, create a Location in your database specifically named Magazine Articles. You can then index your articles.
If you only have a few that you want to keep track of, you can index them in your Reference location, and maybe give these a Category named Magazine Articles.
Q: What’s the best way to organize books? In a separate database dedicated to books? Or, a location within a database??
A: That depends on whether you want to see search results for your books along with all other files. Having different databases is only advantageous if you want to keep different filing systems separate and do not want to search for all files in all databases at one time because Paper Tiger does not search across databases. For example, if you have an Office database and a Home database, you do not want items to pop up from your Office database when conducting a search for an item in your Home database.
Q: Specific dates as to how long to keep different types of records.
A: Please take a look at our articles we’ve prepared and posted on our blog relating to this topic. I think you’ll find these helpful: http://www.thepapertiger.com/blog/category/retention-how-long-should-you-keep-records/
Tags: document management software, filing system software, get organized, paper filing systems, Paper Tiger "finding" filing system
