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The Paper Tiger Blog contains great ideas on better ways to stay organized, clear your desk, reduce stress and spend less time managing information.

Recording: Dec 12 Paper Tiger-Digital Tiger Webinar With Anne McGurty

Strategize and Organize

During this webinar, Anne discussed the basic concept of Paper Tiger to organize both paper files and other physical items of which you need to keep track so that you can find them when you need them, and the concept of Digital Tiger, powered by Google Docs to organize and find your digital files. She demonstrated how to use Digital Tiger more effectively for digital filing, in addition to the following to show how to use Paper Tiger with Digital Tiger, so you can get organized and be more productive.

  • Get started with Paper Tiger Online.
  • Created a Database, created a Location, created Items, and print labels for items.
  • Demonstrated a work-flow example by filing items from her inbox.
  • Discussed the importance of the file Cleanout Report and how to use it.
  • Demonstrated searching in Paper Tiger, and how easy it is when you need to find something, whether paper or digital files.
  • Demonstrated indexing other physical items, such as jewelry and books.

Find Anything In Your Office In 5 Seconds or Less…Guaranteed! Watch the webinar to learn more.

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 (and sometimes in Arizona!), 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

Filing System Q&A from the Webinar

Q: How do you start when all of your files are in drawers and on your desk? It would be helpful to have ideas for where to start – baby steps.
A: We always recommend starting with the files on your desk to get your desk cleared. If you already have files set up, you might start with the drawers in your desk and index each file. We recommend starting with naming your Paper Tiger locations as Action Files, Reference Files, Archive Files. Then you can add other types of files later, such as Binders, Books, CDs, DVDs, etc. Locations could also be an actual physical location, such as File Room, Library, Garage, Basement, Storage, etc. Please take a look at this blog post that we created to help those needing a little guidance that you might find helpful: Customize Your Filing System with Paper Tiger’s Indexing Method

Q: Is there any way to search all of your databases or can you only search them individually?
A: You can only search within the individual database that you’re in at the time. You cannot search across all of your databases. 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. 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: I have several “side jobs” for non profits etc. Do you recommend setting up locations for each type of side job? For example, I have several clients that I work for from home. Should I set up a location for each client? Perhaps it depends on what the physical location is?
A: It does depend on how you want these filed, but think about if you need to have a location for each client. Do you have several manilla folders for each client or do you simply have 1 hanging file folder per client? If you only have 1 hanging file folder per client, create a location named Clients, then 1 item per client. However, if you have several manilla folders for each client, and you don’t want to itemize each manilla folder into 1 item, then you might consider naming a location per client. In this latter case, you might only have 5-10 items in each location, but it would give you more flexibility in differentiating between clients.

Q: If I use the cloud version, vs the desktop version, I could access from multiple PC’s, is that right? e.g. access from home and work
A: Yes, you would be able to sign in from wherever you are with an Internet connection. Paper Tiger Online works on any computer with an Internet access including Mac.

Q: Where do I find the area to change the setting to include digital search? I checked database preferences, but it doesn’t give me that option.
A: You will first need to connect Paper Tiger to your Google account. From the Dashboard, click on the Accounts tab, then find the option to Connect to Google Docs. Please see this blog post that has step by step instructions that you might find helpful: http://www.thepapertiger.com/blog/started-digital-tiger-paper-digital-filing-solution/

Q: Can I attach a picture to an item, specifically, I want to inventory fabric for a small sewing business, pictures or links to pictures in the notes would be helpful.
A: Paper Tiger is an indexing system, and doesn’t allow you to attach an electronic file, however you would be able to upload the picture to Google Drive and title that digital file with keywords. Then with your Paper Tiger Online account connected to your Google account, you would be able to search from Paper Tiger Online and search results will return for both your physical items that you’ve indexed into Paper Tiger and your digital items that you have in your Google Drive. You can also paste the link into the Notes section if you like, however it will not be hyperlink, but you can copy from there if you wish later.


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One Response to “Recording: Dec 12 Paper Tiger-Digital Tiger Webinar With Anne McGurty”

  1. Russ Wilcox says:

    A worthwhile review of some basics, along with some useful ideas
    Thanks

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