Getting organized and staying organized with paper files can seem difficult for most people, and therefore many companies are opting to go to a paperless office to get organized. This type of filing system may get rid of most paper in your office to make your desk look organized, but it can also add countless hours of document scanning in order to keep files up to date. Then there is the problem of renaming and finding the digital files after they have been scanned. So, how do you keep up with paper and digital files so that you can actually find them when you need them?
Paper Tiger Filing System software is different. It does not require scanning, but with the new Digital Tiger feature in Paper Tiger Online, this document management system can help your office have less paper and be able to retrieve the documents at the time you need them, whether they are in hard copy paper file format or digital file format.
Paper Tiger allows you to organize files in just a few moments by indexing those paper files that you need to keep in hard copy format. Digital Tiger, powered by Google Docs, is a free add-on with a paid Paper Tiger Online account (Basic and Pro plans for now), that allows you to connect your Paper Tiger Online account to your Google Docs account, then you will be able to search from one place to find both your paper/physical items and your digital files. The way Digital Tiger works is described on our web page at http://www.thepapertiger.com/digital_tiger.
To prepare for Digital Tiger, you can create, scan or upload your digital files to Google Docs format from your Gmail account. Google Docs is the online storage for your digital filing system. Again, Paper Tiger is for indexing the paper files that you need to keep in hard copy format and other items, such as passports, instruction booklets, or CDs, DVDs, Books, home or office inventory and/or storage, etc., that just can’t be scanned.
Once you have set up your Paper Tiger Filing System account, it is time to start filing and organizing. It doesn’t matter how many files you have, Paper Tiger Filing System software can help you to get organized. We even provide tips and helpful hints and online video training for free to help you get started. For instance, we recommend starting with the files that you use the most and then adding a little more each day. Deciding with each file whether you need to keep it in hard copy file format or if you can scan and shred it. Before you know it, you will have a document management filing system that works and makes sense.
For the paper files that you need to keep in hard copy format and other physical items, first you will create a ‘Location’ within the software’s database which will coincide to your physical location. Then, you decide how many folders or items you want in this Location. You can add more later if you need to. In the database, each row corresponds to a hanging file folder* in your desk drawer, file box, or filing cabinet. You set up numbered folders in advance (“Reference 1, Reference 2,” etc.), by printing tab labels from the software for this location and placing the tabs in your hanging folder plastic tabs. Once this is done, you type in information relating to each document in the database file location.When you file something, you type in a primary name in the database’s Item Name section, such as “Car Insurance.” Then you have a keyword field for all of the phrases you can think of that relate to that set of papers (“Honda, State Farm, Auto, Vehicle,” etc.)
You can give the document any name you want without any worry about finding it later because the keywords you type in that describe all documents that you put in your hanging file folders will work much like a Google search later when you need to find a file. Now, place your document (or documents relating to the same subject) in the corresponding hanging folder. Just like that, your filing cabinet is organized without all the extra time of scanning, electronic storage space and hassle that scanning presents. For documents that you want to add to the same file, simply edit the Item and add additional keywords necessary that relate to the new document(s) being filed. As you can see in the file folder picture above, you can even sub-divide with manilla folders. We simply added keywords for each manilla folder in the respective item number in the database. For example, in Reference 10, there are manilla file folders and keywords for Fedex, UPS, USPS, sub-dividing documents relating to each shipping service, and the Item Name in Paper Tiger is ‘Shipping Information’.
When you need to retrieve a file later, you just conduct a Google-like search in the software database for the keyword you’re thinking it might be filed under, and it tells you which folder to grab. You can retrieve anything from your file drawer in just a few seconds, as fast as you could Google something.
*When indexing other physical items, each row in the database corresponds to the item being indexed.
* You can’t decide what to name something: Since you are normally limited to what fits on the little folder tab with traditional filing systems, you must be succinct when naming a file folder. Sometimes paper files simply defy classification and are very difficult to name, with many subjects represented in one article, for example. With Paper Tiger, you can keyword all of those things and you’re covered.
* You don’t like slowing down to make new folders when you need to file: Using this filing system software, you easily create numbered hanging folders in advance, so you can have as many open hanging folders sitting there waiting in your filing cabinet as you like. When it’s time to file, it takes a few seconds to just type an item name and keywords relating to the documents and drop them in the folder. Some people are uncomfortable seeing only numbers in their file drawer. If you think about it though, wouldn’t it be wonderful to not have to re-do labels when you change your mind about a folder? Or have to create a new label every time you need to file a new document. It’s a shift in thinking to realize that your papers are supposed to be randomly filed and like folders may not necessarily be physically next to each other, but because there is a printed file index report, it is something that is easy to overcome.
* You can’t remember where you filed something: Because of the keywording and searching, you no longer have to remember this kind of information in your head. You can find it in just a few seconds by searching in the filing system software database or looking at the file index that can be printed from the database.
* People sharing files who cannot read minds: If the filing system is in someone else’s head, and that person goes on vacation or has to be out for medical leave or worse yet, leaves the company, you can’t find anything. This system prevents people from being in the dark about where things are.
In addition to organizing the paper files that you need to keep in hard copy format, you can also organize other items with Paper Tiger Filing System software such as passports, office supplies, CDs, DVDs, books, home or office inventory, and items you have in storage, etc. See our Not Just For Filing Paper webpage.
Items are right where they should be and are easier to find and you’ll know where to put the items back when they need to be returned. This makes the Paper Tiger Filing System much more than just an office management system; it is a life management system to help you get organized and stay organized!
Every business continues to look for ways to improve the way they operate. The ultimate goal of a successful business is to keep the customers satisfied. Improving the functionality, customer service and organization are all small ways that work together to make the company able to keep customers
happy and coming back for repeat business.
What you may not already realize is how keeping your company organized with something as seemingly simple as an indexing system can help improve upon your business and the way it operates.
While the following list includes four ways Paper Tiger Filing System software can improve your business, there are plenty more than this.
Trying to make sure everyone in a business or office is able to find certain merchandise or documents can cause a great deal of hassle when your business is not organized in a way that everyone knows where everything is so they can find what they need when they need it and then replace the item back where it belongs. This can be especially true of new hires, and this frustration can even lead to high turnover rates. If any employee can locate an item or file by conducting a Google-like search in the indexing system database, this cuts down on time and keeps your business running that much more smoothly and efficiently.
Whether you simply need to keep up with supplies for your office or other types of supplies to conduct your business or you have product stock that you need to keep track of, doing inventory on a regular basis helps a business be aware of how accurate their inventory lists are compared to what is actually in stock. Having an organized indexing system makes doing regular inventory checks that much easier. Too many businesses put off doing this type of inventory check at all because it can be time consuming, but it isn’t if you use a system to keep track of all of your merchandise. This helps cut down on internal theft and also keeps your records updated so you never have to cancel an order because the ordered merchandise isn’t actually in stock. When you lose one sale because you ran out of inventory and had to contact the buyer, you more than likely lose that customer for all future orders too. All of these can really begin to add up, not to mention cause your business to get negative feedback, which can have a huge impact. If you keep your indexing system current every time you add or remove merchandise you can eliminate the problem of running out of something and not knowing in enough time to reorder.
With Paper Tiger, whether you are organizing your paper files in your filing cabinets or you’re organizing your office supplies, you can index anything that you can put a number onto because Paper Tiger is not just document management software. Having a system in place that gets your business organized will help you and your staff so you won’t have to waste time searching for things because you all don’t think the same way. Following are other ways that Paper Tiger can help alleviate the problems of disorganization and help staying organized easier to maintain for the entire staff:
No one likes tax time, but it happens each year regardless. Whether you have your own bookkeeper, use an accountant or plan to file yourself , you can have everything you need when it comes time by keeping records organized with an indexing system. You can locate all the paper work when it comes
time to file, including employee payroll records and expenses. Also, should the need ever arise, if you are audited, you will be able to locate all the documentation needed to make it go smoothly.
Make your business the very best it can be by getting your indexing system set up and working for you today. Take a look at our article Customize Your Filing System with Paper Tiger’s Indexing Method and our Not Just for Filing Paper page to help you see the filing system possibilities. Getting organized can seem like a daunting task to tackle, but once you get started, it isn’t as troublesome as you may originally think. Once you have Paper Tiger Filing System software in place, it will make your life that much easier. Get organized today, and you can truly start noticing the benefits.
During this webinar, Anne demonstrated the following to show how to use Paper Tiger more effectively so you can get organized and be more productive.
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, 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: If I convert a file to Google Docs format can I get the file back in the native file format?
A: Yes, open your Google Docs from your Gmail account, then the file you need, then click on File and select the option to ‘Download file as’ and you can select to download the file as whatever programs are offered for that file type.
Q: Is that rebooting or resetting for password available 24 hours a day?
A: If you don’t remember your password, you simply click on the Forgot my password link, answer the question and fill in your email that your Paper Tiger Online account is under, and you’ll receive an email with a link to reset your password
Q: There is concern about the security of the digital documents…. how secure are they?
A: See information regarding Google Security information that we’ve copied from their Security knowledge base.
Q: When scanning documents, do you always use PDF?
A: We do mainly because Google Docs will OCR the 1st 10 pages of PDFs when the file is uploaded, but may not OCR .jpg
Q: Do you know if there is a limit to space available per account.
A: We’ve captured some information from Google’s knowledge base regarding digital filing cloud storage space and limits and pricing tiers.
Q: If I were to switch from the desktop version to a web version can everything I have done be transferred to the web version?
A: Yes absolutely! You can import your desktop version database or have our support team import it for you. Email support@thepapertiger.com, attach the database and let them know what email your PTO account was created under.
Q: What if you have two different Google accounts
A: Paper Tiger Online will only connect to one of your Google accounts at a time.
Everyone knows one of the main benefits of getting organized is having a life that is clutter free. Believe it or not, though, there are many other less obvious but more surprising benefits that result from taking the steps to get organized. There are plenty of other benefits when you take the time to declutter but following are among the top picks.
# 1 — You Can Simply Relax
Studies indicate that even thinking about a cluttered area can make a person more anxious and stressed. For example if you think about going into your office, which you know is cluttered, you will immediately feel stressed.
# 2 — Achieve More Goals
Being disorganized tends to be an obstacle preventing you from reaching your full potential. Get organized, and you will be amazed at the things you will begin to accomplish simply because you can find what you need without a time-consuming search. You’ll be able to focus on the task at hand instead of scrambling each time you need to find something.
# 3 — You Can Have Greater Success
Whether you work for someone else or have a home office, getting organized results in better performance and provides a more professional environment in which to work. So if you want to perform better in the eyes of your boss or the eyes of your customers, commit to getting organized.
# 4 – More Time At Your Disposal
Being more organized means spending less time frantically looking for something. Get your things in order which will allow you to accomplish more in less time, and you can have more time for your family, friends, or even just for yourself.
# 5 — Be Proud Of Your Surroundings
If you are ashamed of people stopping by your home or office, then it is time to make a change. A good declutter can do wonders for how you feel about your personal or professional space.
How to Get Organized
One of the best approaches to take for getting organized is to implement Paper Tiger Filing System software, which was developed for getting paper files organized to be able to retrieve them when needed, but Paper Tiger is not just for filing paper. If you are trying to sort out your paper filing system or keep track of all your collectible dolls cluttering your home, either way an indexing system can help you make sense of it all.
Start by sorting out which papers go in which files or sorting items to be stored away in bins. For each numbered file or bin, you enter the information for contents into your indexing system including any and all possible keywords.
By doing this, you can later locate exactly what you need by conducting a simple keyword search. For example, you no longer have to try to remember when looking for records for your car maintenance if you have it under “Bob’s Car,” “Honda Records” or “Automobile Maintenance.” All of those can be used in keywords, and you or someone else can easily locate the needed documents with a quick Google-like search in Paper Tiger’s database. Take a look at our article Customize Your Filing System with Paper Tiger’s Indexing Method to help you see the filing system possibilities.
Getting organized can seem like a daunting task to tackle, but once you get started, it isn’t as troublesome as you may originally think. Once you have Paper Tiger Filing System software in place, it will make your life that much easier. Get organized today, and you can truly start noticing the benefits mentioned here as well as many others. Use Paper Tiger’s indexing system, and you can finally declutter your personal and professional life. You’ll be less stressed and more productive in no time!
These Paper Tiger Experts are authorized to sell, setup and convert your organization to the Paper Tiger software product line, as well as the highest quality implementation and training services available.
Paper Tiger Experts are independent businesses so please contact them directly for their coaching and consultation pricing information. Many Paper Tiger Experts offer an initial consultation at no charge.
Do you have a small space in your house that you use as a home office? If so, no matter how large or small that space is, from time to time you have probably found that you seem to be overrun with paper files. It doesn’t really matter how big a business is, there is still going to be a lot of paperwork around, from invoices to contracts and other important documents. These all need to be kept in order, and this is not always as easy as it sounds. But, it can be made to be quite easy with an online filing system like Paper Tiger Filing System software. This type of office management software is not going to allow you to eliminate your paperwork, but it will allow you to be able to store the paperwork away and access all of the files you need in a matter of seconds.
In order to have an organized filing system for your home office or other company office, you will need to first make decisions about the paper that comes into your office.
For those paper files that you need to keep in hard copy format, index the item name and keywords into Paper Tiger. Then for your paper files that you do not have to be kept in hard copy format, scan them, then upload to Google Docs which will be your digital file storage location. Note that some scanners will scan directly to Google Docs, so check with your scanner manufacturer to see if there is an update to allow you to skip the uploading step. For these documents that you’ve scanned, you can then decide to shred or recycle them.
Activate Digital Tiger by connecting your Paper Tiger Online account to your Google account. Digital Tiger is a free add-on with a paid Paper Tiger Online account (Basic and Pro plans for now), to connect your Paper Tiger Online account to your Google Docs, then you will be able to search from one place to find both your paper/physical items and your digital files. More information can be found on our Digital Tiger page.
To prepare for Digital Tiger, you can create, scan or upload your digital files to Google Docs format. Again, Paper Tiger is for indexing the paper files and other items that you need to keep in hard copy format, such as passports, instruction booklets, or CDs, DVDs, Books, home or office inventory and/or storage, etc. If there are some documents that you’ve scanned but still need to keep in hard copy format as well, you can also index them into Paper Tiger, so when you search for a keyword, you’ll be able to see that you have a copy in your physical file cabinet and you also have a digital copy of that file in your Google Docs.
So file your paper files as you normally would, but simply index the documents adding all necessary keywords you would relate to the documents into the paper filing system software as you file them into your filing cabinet. If yours is a business that has only one employee – you – there is a lot of work to be done, and you won’t always have the time to search through stacks of papers just to find one thing in particular.
You will be able to quickly find any file at the time you need it, whether you have the file in paper form or if you have digitized the document to a digital file in Google Docs.
It doesn’t matter if yours is a small business that you run out of one room in your home or if you work in a large corporation. Businesses of all sizes can benefit from using this online filing system. This type of software is excellent for helping companies and employees with time management, because they can use the time they would have wasted searching for files to do other things that are more important. Any business owner, no matter how big their business is, loves to find ways to save time and money, and using office management software to organize paper files is an excellent time saving tool. The software is easy to set up and use, and all you have to do is make sure that every new paper document that comes into your office that you make the decision whether you need the file in paper hard copy format or if you can shred it after scanning and uploading to Google Docs.
If you need to keep in hard copy format, index the information into Paper Tiger. Then, you can file the paper document into the corresponding hanging file folder and not have to worry about where you put it when you need it later. And those documents that can be kept in digital file format instead, scan to Google Docs and shred it.
Either way, implementing Digital Tiger, powered by Google Docs, with Paper Tiger Online, you may not be completely paperless, but you’ll have less paper and you will be able to Find Anything In Your Office In 5 Seconds or Less…Guaranteed!
This year, stick to the resolution to declutter your life by getting truly organized. It’s probably a task you have been putting off for ages because it seems like such an overwhelming task, yet can be such a simple thing to accomplish. It’s all about taking the first steps to get started. The first step is making the commitment to clear the clutter in your home, office or personal space, so that your life will begin to be less stressful and productive. Before you know it, you’ll actually have more time for yourself.
Eliminate the frustration you experience every time you try to locate an important document and cannot find it amidst the disorganized mess acting as your “filing system.” We receive calls and emails all the time from people telling us that they have stacks and stacks of files that is causing more stress than it’s worth and need help getting organized. Paper Tiger Filing System software helps companies, non-profits, government agencies, professionals and individuals all over the world get control of something they hate…filing the paper on their desk & in their office, and can help with the life-cycle of document management, but it’s Not Just For Filing Paper.
Reduce the stress and anxiety you are probably feeling without even realizing it from having your home or office in disarray. Make this year the year you completely organize your life.
To stop the overwhelming feeling of getting started with a serious organizational system, start by making a plan of action — a step-by-step list of what to do and how to do it. Set goal dates for each step of your organizing process, and schedule time on your calendar for each step.
Working with paper files, documents and other items that traditionally get put into a filing system, you can start by going through one stack at a time, and decide what needs to be kept, which of these files are actionable and which ones just need to be filed for future reference, and which items should be tossed. Then index the paper files by typing in any possible keywords that could be used for each file so you can retrieve the item when needed by conducting a Google-like search in the database. Paper Tiger will assign a file number for each hanging file folder to match the item number in the database. You can add to those items in the database by simply editing the item and adding any new keywords relating to the new document being filed, and place it in the correlating file folder.
Of course for some people, the only way to make it happen is scheduling the time on the calendar, and simply diving in and getting the job done.
Whatever approach works for you is the best way to start, but just make sure to actually get started. By making and committing to a plan, you ensure that you will stick to your resolution. Please also take a look at our article Customize Your Filing System with Paper Tiger’s Indexing Method to help you see the filing system possibilities.
Using a document management system is the best way to get and stay organized. The great thing is, you can use this same type of organizational system for things other than paper filing. Typically, you use an indexing system to control your document management system, but this same method can be used for almost anything causing clutter in your home or office. If it can be cataloged and numbered, it can be organized by using Paper Tiger’s indexing system.
If you want to organize other items in addition to paper files, you can start by separating these things into boxes or bins, whatever is appropriate for the types of things that you’re organizing. Using the same approach as with your paper files … go through the items and decide what needs to be kept and which items should be tossed, given away, or collected in a box for a yard sale.
Whether it is your DVD collection, books, even your seasonal decorations, you should use this opportunity to get rid of or sell the ones you no longer need.
From here, you use the indexing system to type in any possible keywords that could be used for each physical item you’re indexing so you can retrieve the item when needed by conducting a Google-like search in the database. You would affix an item number label to the item or box to match the item number in the database.
With Paper Tiger Filing System software, you have a document management system that will enable you to finally declutter and live an organized life. You will be able to find what you need, when you need it and be more productive, less stressed and have more time for yourself in no time!
In this article, Rev. Robin Swieringa describes how she is using Paper Tiger Filing System software to index her extensive library and in her move from Canada to the United States. She will be so organized when unpacking in her new home! She won’t have to waste time searching through boxes to find something. She will be able to conduct a quick Google-like search in Paper Tiger’s database or on her file index report and quickly find what she needs.
I love Paper Tiger because I have a professional library of over 2000 books. In November, I began a project of cataloguing (or “filing”) the books in different bookshelf “locations” around our home. For each location, I then organized them by subject, then by author (so that I can also get up and physically look for the books I’ve owned for some time). Then I began assigning each book a number, and plan to assign new books consecutive numbers as they come in, regardless of subject or author, which I will cross-reference in the database.
After a couple of weeks into the project, we decided to move from Canada to the U.S. Although I’m tempted to drop the cataloguing in order to focus on packing everything else, I’m more committed than ever to completing the physical numbering of the books because packing and unpacking the books will be easier than ever with them numbered! I’ll be able to pack the books according to size and what fits into any particular box somewhat “in order” and label the packing boxes with the location and range of book numbers included. Then, when we unload the moving truck, we’ll be able to place the boxes in the correct “locations”, and I’ll be able to unpack the boxes and shelve the books in the numeric orders I’ve established by location! This will save many hours of re-organizing books after unpacking them.
Finally, I plan to catalogue my paper files before we move; this will help me both to purge what I really don’t want to move across the continent and to establish my new home and workplace offices in a jiffy.
By the way, for anyone moving from the U.S. to Canada, you are required both to number and make a list of every box you move AND to count and sort every item within each numbered box (e.g., “25 books and 100 CDs”) and include that information on the list of boxes, by box. Additionally, you must number and include every unboxed item you move on your list. Then, you must place a realistic dollar value on all the items you move. You are required to present your list to the Canadian border officials before they will authorize your entry into Canada. I now see that Paper Tiger would have been the perfect way to accomplish the numbering and valuations of the boxes and unboxed items, if not every item in each box.
Thus, Monticello could open a new “market” for Paper Tiger, if you haven’t already thought of it: Human Resources departments of companies that move workers internationally. Although they may have moving companies doing the boxing and listing of boxes, etc., the workers being moved might find cataloguing their possessions valuable, as well.
Thank you for a great and tremendously useful product!
Rev. Robin Swieringa, M.Div.
Paper Tiger Professional licensee
Edmonton, AB T5W 0B5
Canada
From dental offices to law enforcement agencies, almost all organizations and offices require a filing system of some sort. The issue can become troublesome however. Over time files become disorganized or put under different titles and not everyone knows what title to look for to retrieve the file. Hire someone new and just the time it takes to explain the filing system or for the new hire to actually work with it and make sense of it, can be costly man hours. Not to mention, that one person in the office who knows where everything is, goes on vacation or has to be out of the office for any length of time, and the frustration builds when documents can’t be found.
The paper filing system is an important task for any organization because retrieval is crucial. Without all these important documents organized properly, your company would be in chaos and could cause legal trouble. Come tax time, being able to get to all files necessary is what will make your timely tax preparation submission possible. Ever get audited and find yourself unable to locate certain records or receipts, and you could find yourself in trouble with the IRS.
Without an organized filing system you can’t accomplish what you need to in a timely manner. It is estimated that the average person wastes 150 hours per year looking for lost information.
With Paper Tiger Filing System software, you can declutter your professional office space and be certain your paper files are in order and can be found when needed. Not only that but you can be assured you will have a method in which you can save time, be more efficient, and train others to use it in no time at all. In other words, you can redesign your paper filing so that the workflow of your operation will be in perfect working order and never cause you stress again.
Your document management can be made simple, as well as new and improved, by implementing an indexing system for your paper files to remember for you where everything is! By using this type of document management software, you can have your hanging file folders numbered instead of trying to decide whether to alphabetize or what type of name to give something that everyone will understand and remember when searching for a file.
You simply type into the software database an item name and additional keywords that relate to all documents in each numbered hanging file folder and file it away. You can give items multiple keywords such as “Jones dental records” or “Xrays for Bob Jones” and any other keyword that would relate to the contents of the folder. By doing this, no matter what a staff member types in for a search term, he or she will be able to find the file with no problem. This enables anyone to find anything using this simple to use style of document management.
One of the great things about this type of indexing system is you can also use it for so many other things for both your professional and personal life. You can imagine how much easier it can be to declutter all aspects of your life by using this type of filing system. You can keep track of bins of collectibles or boxes for seasonal clothing or archive old paper files to an off-site storage and still be able to locate exactly where an item is with just a quick search in the database. As long as it can be numbered, it can be documented or indexed in Paper Tiger Filing System software.
In this article, Linda Cossel says she’s retired, however in her retirement, she is a Wedding Minister, a writer, a hostess, and a Computer Graphics Designer. Wow! That’s a lot to keep up with! How does she do it? Well, read on to see how Linda uses Paper Tiger Filing System software to stay organized in every area of her life! How many jobs do you juggle and have to keep track of things in your work and personal life?
I use Paper Tiger in several ways! First, I have a very busy retired life. I am a wedding minister, a grant writer, a writer, hostess and computer graphic designer for a restaurant. I also have an actual file cabinet that I store papers in and I have a virtual file cabinet where I store word processed documents.
As a wedding minister, I have to keep track of marriage licenses. I also have to store business cards for other wedding services so that I can refer my brides to them. In addition, I have to write numerous different ceremonies for my brides. I store the licenses and business cards in my file cabinet (tab no 27 and 6) and the ceremonies in my virtual file cabinet (tab 27 also).
As a grant writer, I need files for active, reference, and archived grant information. Under my active grants title, I have folders for all the grants that I am working on. Under the research title, I have information on local granting agencies, forms that I might use while working on grants, and any other information that I might need to write a grant. Under the archive area, I keep all past grants that have been accepted or denied. These are all virtual files on my computer set up with numbered folders just as if I were actually setting up a physical file cabinet.
I keep all my writing information and research in virtual files, as well as all my graphic design work. I simply set up a folder with a title, and then add 50 subfolders with numbers. In Paper Tiger’s database, I list all the subfolders so that I know exactly where I have stored all my work. This has greatly helped me to organize all the stuff on my computer and make it so easy to find!
In my actual file cabinet, I keep all the stuff that comes in the mail or that I collect in my Paper Tiger folders. I also keep a current print out of my File Index report from Paper Tiger in the top drawer for easy access. As I add to the folders, I write on the lines of my printout the new files and when I have time, I add them to the Paper Tiger program on my computer.
Before I started using Paper Tiger, I had so many piles and never could find anything. Just keeping all my business cards together was horribly challenging. Now, I have a place to put them so that they are available at a moment’s notice.
Recently, when my husband passed away, I had so many items that had to be dealt with from his estate. I filed all the papers and notices in the Paper Tiger filing system and when the different deadlines came up, I had all the death certificates, cards, and other paperwork I needed at my fingertips.
Paper Tiger has organized my unorganized house! I can find anything I need instantly and add new files just as quick. I can’t tell you how much I appreciate being able to finally find the papers that used to be in piles everywhere in my house!
Linda C. Cossel
Wedding Minister/Writer/Hostess/Computer Graphics Designer
Sarek: Spock, you are fully capable of deciding your own destiny. The question you face is: which path will you choose? This is something only you can decide.
Star Trek the Movie
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/
Just because your small business consists of just one CPA, which is you, doesn’t mean you can’t be taken seriously as a professional. Whether you run your own insurance agency, travel agency, medical practice, antique store or any other type of small, independent business, you can get organized in a manner that will have your customers, clients or patients seeing you as professional as any larger, established business. The details are important, and one of the most vital steps is to be organized.
Getting organized is not just about putting things away or cleaning it up, but also to be able to retrieve those items again at the time that you need them. An important office management tool to assist you in retrieval is to use Paper Tiger Filing System software to keep track of what you have, what you are storing and where it is being stored so that the items can be easily and quickly retrieved. Whether you need to find a receipt for tax purposes or that antique plate for a customer, indexing your documents and other items you need to keep track of will cut down on time spent looking for items and cut down on stress because you can’t find something when needed.
Even if you are the owner, operator and entrepreneur behind your own home office based business, you have to keep things organized and make sure to keep your office area decluttered. The main trick to this is keeping your records in order. While many businesses and offices are switching to keep things as paperless as possible, it is not realistic to expect you will not have any physical documents to manage. Not to mention, some physical documentation just can’t be paperless, such as passports, books, binders, CDs, etc. For one reason or another, you are going to have some paper files or other documents, and have to create a filing system.
Thinking like a small business is one way businesses take a wrong turn. If you think like a small business, you will end up acting like one. In return your potential customers, clients or patients will see you the same way. Go ahead and envision your business as growing into the next megastar in the industry. Set yourself up for success this way.
One way you can do this is to make sure your office has the organization required to function like a larger business, agency or practice. It starts with the filing system you have set in place. As an example, if you have a travel agency and a couple comes in and you want to show them brochures for a trip to Italy, but cannot locate the documentation you need, you are going to come across as unprofessional. Not to mention, you will more than likely end up losing out on business each time you struggle to find some sort of document. This is true for any records for any type of business. People have less time than ever to wait while you try to find their health records, tax filing or whatever records they want or need.
Getting Paper Tiger file indexing system software in place is a great way to make the most of your record management system. What this software does is enable you to type into your database not only the names of files but also many other keywords that you could name each file. By using different search terms for each record, you will never have to struggle to recall what you’ve named the file and you’re not confined to the one or two-word name on the hanging file folder tab if you were filing alphabetically. To retrieve the document you will use the filing system software search engine to type in one of the possible keywords and your software will tell you exactly what file number it is and where it is located.
So for paper filing, you would first set up all hanging file folders in your file cabinets at one time using the numbered tabs that you print out from the software and they never change. You input information relating to each document in the database’s digital file location. Paper Tiger assigns the file number to the document or set of relating documents that you want to put in the same hanging file folder. You can give the document any name you want without any worry about finding it later. This is because the system will allow you to tag keywords that describe all documents that you put in your hanging file folders. For documents that you want to add to the same file, simply edit the Item and add additional keywords necessary for the new document(s).
Because the hanging file folders are already setup and waiting for your information, you eliminate the time-consuming hassle of having to find and create a file folder and tab each time you want to file something. Again, the software will assign an index number to each file you add to be put in the first available empty hanging folder.
When you’ve converted your filing system to Paper Tiger, and you need to find a file later, you simply conduct a Google-like search in the database for whatever keyword you’re thinking on that day to find where your file is located.
By indexing your paper files that need to be kept in hard copy, you don’t have to spend hours searching through stacks or boxes or filing cabinets just to find one particular file. It has never been easier to keep track of important company documents, and using Paper Tiger Filing System Software for document management will help you get organized and stay organized! And remember, anything that you can put a number onto, you can index into Paper Tiger for an organized life!
This article by Anne McGurty of Strategize and Organize, and a Paper Tiger Expert, gives us some of the benefits of hiring a productivity expert to super-charge the process of getting organized to become more productive! A productivity expert has already done the research on different types of products and will know what will work for your work-style. Also click here to see the latest webinar recording available where Anne demonstrates how to use Paper Tiger Filing System Software for Document Management more effectively.
Are you ready to get organized, but stalling because of a lack of time, money, or motivation? Don’t despair! A productivity consultant is just what you need! Make an investment in yourself, your business, and your staff that will provide amazing advantages for years to come.
Here are some of the benefits you can look forward to once you get organized:
You can save money. Once you get organized, you’ll know what you already own, eliminating the need to buy duplicate items. You’ll also be able to buy what you need when it’s on sale, rather than buying at the last minute. Your productivity consultant can also help you find the perfect organizing and productivity products and technology for your space and work style, so you stop wasting money on notebooks and gadgets that just don’t work.
You can become more productive and efficient. A productivity consultant can create order and structure out of chaos. You’ll receive systems that work for your dominant learning style, your work style, your needs, your challenges, and your dreams. Whether at work or at home, you’ll increase productivity once you have an organized and efficient schedule to keep you on track. You’ll be amazed at how much you get done in shorter amounts of time. And by focusing on your priorities and goals, you’ll be able to finally move ahead toward reaching them.
You’ll have a positive self-image and ditch the shame. Once your office is neat and tidy, you won’t feel embarrassed to have guests visit. The guilt will fade away as you take pride in your surroundings. Your organized office will allow you to present a professional image to co-workers, clients, and superiors. Your organized office and new-found habits to keep it that way will set a great example for your staff and co-workers.
You can create a healthier environment. Physical and emotional clutter obscures your surroundings. A clutter-free environment is simply easier to manage. A productivity consultant can help you clear out your space so you can see that you and your surroundings are fine just as they are.
Your stress level will decrease dramatically. When you can find what you need, are on top of your to-dos, and arrive on time, you’ll feel calmer and have more peace of mind. No more feeling overwhelmed by life — you’ll be the one in control.
You’ll discover more time for yourself. When you’re organized, your days go as planned, and you get a lot done. That leaves more time to indulge in making money in your business or career and achieve a little “me time”.
Your energy will shine. Clutter is a mask. A productivity consultant can help you take off that mask and let people see your vibrancy! Once the clutter is removed, you can showcase your talents, skills, and personality and have the life you deserve.
Getting organized is not about putting things away or cleaning it up, it’s about understanding what got you into a state of disarray and chaos. This chaos affects people in different ways. In the case of this particular executive, it was holding him back from hiring an assistant and re-energizing his business development after the recession lull of the last two years. We didn’t even touch on how it may be affecting him personally.
All that being said though, it came down to him saying to me that he needed someone to organize him. Do you sometimes think that you need someone to just tell you what to do? I think we all look for someone to tell us what to do at some point in time or another, but are we listening? Not always.
I told this client that I understood his frustration, because when you’re in such a state of chaos, you’re also possibly dealing with “a running tape of thoughts” in your head, saying things like “no one understands me”.
A perfectly put together professional who has all the answers may get his office organized, but he may not understand the need to have someone to be accountable to — like a coach. We hear about success stories all the time — someone who loses a ton of weight and then coaches others and is extremely effective. The reason the former overweight person is so effective is that they understand when the client is dying for that banana cream pie, the coach understands that having just a taste is not satisfying the behavior to eat the whole darn pie — it is sabotaging their success.
I told my client that I’m like the former overweight person; I wanted the whole banana cream pie. I often made a mess of my world because I wasn’t brought up in a naturally organized, balanced life or family setting. I grew up thinking you had to work all the time and if you didn’t work hard enough you weren’t worthy. (You can learn more about that when you hear my keynote!) I learned best by people who understood my journey … or bumpy road.
We came to the solution with my client that he needed someone to manage him. Yes, I would come in and get the office organized to start. Then, beginning with a fresh office, we would identify all the projects on his list and set his priorities. As we go through this process, his habits will become apparent and I can start making recommendations of where he needs to delegate and where we can incorporate efficient tools and systems to maximize his productivity. Along the way, we’ll hire an administrative assistant, someone to handle the daily tasks of organization (filing, phone calls, etc… that are not money making tasks for this executive). This project will be an opportunity to supervise his behaviors and give him tools to learn how to manage himself. A good mentor is really what he needs and as a productivity expert, mentoring is a way to help someone learn how to move onto managing their own lives.
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About Anne:
Anne McGurty is CEO of Strategize & Organize, a company devoted to training individual’s to be more effective with the tools and resources to be productive in their work environment.
If you liked today’s issue, you’ll love Anne’s transforming productivity training and organizing products to help you organize your business — and yourself — ranging from productivity consulting for individuals and executives to small business coaching programs to keynote speaking and corporate training programs to improve efficiencies in the workplace and improve productivity.
While Anne is best known for her expertise in productivity and expert office organizing, her clients share that her biggest impact comes from her philosophy of “personalizing her programs to fit the needs of her clients so they can streamline more efficiently with existing processes” – ensuring to create a sustainable work environment. This, Anne says, is the most important key to bringing an individual to personal freedom with time and organization.
You can learn more about Anne and her services, programs, and products for small businesses, as well as keynote speaking at www.StrategizeAndOrganize.com.
It’s that time of year again, time to get the house spruced up for whatever winter holiday you and your family recognize and celebrate. Even if it isn’t the winter holiday, before you know it, Valentine’s arrives or St. Patrick’s Day or Easter. No matter the area of the world you’re in, practically every month there is some need to locate and pull out different types of decorations.
It can be a chore when trying to locate where you have certain decorations stored when it seems some are in the garage, some are in the attic and some have made their way into the basement. Or you may have them all tangled together just to keep them all in one place. The problem is, this big tangled mess can cause damage to the seasonal décor you have stored. This may even make you so frustrated you opt to forgo adding any holiday cheer to your home or lawn altogether.
The important thing really is to use a filing system software like Paper Tiger to keep track of what you own, what you are storing and where it is being stored so that the items can be easily and quickly retrieved when you need them. Indexing your items into Paper Tiger filing system will ensure that you know exactly where these things are, before you end up buying duplicates of something because you can’t find the original. Documenting or indexing your belongings also helps other people who may need to retrieve things for you. With a quick search in the software database, anyone will be able to find an item and also know where it should be placed when it needs to go back to the storage location.
You don’t have to give up on decorating your home out of frustration. Locating those holiday decorations doesn’t even have to be an overwhelming task anymore. In fact, it no longer has to cause a sense of dread even putting all the decorations away after the holiday is over. All you have to do is get an organization system in place, and the rest practically takes care of itself. It will take a little effort to get things in order to begin with, but once you invest this initial work into the project, your holiday decorating will be easy as can be for each occasion.
The first thing you will want to do is decide what type of storage you want to use. Plastic bins are one of the most popular choices for most people. The size of bins you need will depend on the amount of decorations you have. Then simply decide how you want the items divided up. For the majority of people, it makes most sense to store different holiday decorations in different bins, for example, all spring items in one bin, all fall items in one bin, all Thanksgiving items in one bin, etc. Keeping like-holiday items together will make retrieving them later much easier.
The next step is to enter the list of items in each bin into your filing system software database. So for bin number one, you type in all the items being stored including alternate keywords into the database. If you are creating a Halloween bin, for example, you may enter keywords such as “electric jack o’ lantern,” or “plug in pumpkin.” If you include both of these as possible search terms, you never have to worry later when you cannot recall what name you used to index the items. That type of problem is common with filing systems that simply use alphabetizing as the organization approach.
Finally number that bin, pack the contents inside and move on to the next one. You can store the bins in any area of the house or outside storage areas and always be able to find exactly the holiday decorations you want. You can even make a note in your filing system of where each bin is, garage for example, to make the task of retrieval as simple as possible.
It is that time of year again to get ready to clean out and dispose of those files and records you no longer need. Document management is an important tool for getting and staying organized, and keeps your filing cabinets from getting too full and over-flowing. Of course, much of it depends on whether you are cleaning out your filing system for your personal life or professional one. Either way, using an indexing filing system like Paper Tiger Filing System Software for document management, will help make your document review, tracking and disposal that much easier.
The important thing is to realize what documents you should keep and which ones you can dispose of. Income tax statements for example, should be kept forever. While you should keep supporting documents like receipts in case of an audit, for a minimum of seven years, the actual filings should be kept for good. Other records to keep indefinitely include anything of a legal nature and for businesses, all of your financial records.
There are some things you should keep for around three to five years. See articles at Records Retention: How long should you keep records? to assist you in making your personal records retention policy. Getting your paper files in order for proper document management is an ongoing process, but setting up your filing system so that it is easy to maintain will help you carry forward your momentum.
In order to keep your paper files in order, you of course need to file them first so that you can find them later, because retrieval when you need a file is most important, but you should know when you will be cleaning out your filing system as well. If it is only once a year, mark that date on your calendar so you have a goal date to start and to complete this task. It is a good idea however, to make sorting through your documentation on a more regular basis than annually or set action dates in Paper Tiger for when specific files should be tossed or archived at certain times throughout the year. Disposing of records, making sure they are in the right place or making sure paper files added are indexed into the filing system software database should be done on an as needed basis.
Sure, you may know what a filing system is, but you may not be familiar with an indexing system. This is a way for you to keep track of what records you have and where you can find them. No more confusing file names or forgetting which topic you filed your papers under. When you receive a new document, you type the name and keywords of what it could be filed under into the filing system software database. For example, instead of just “car repair bill” as a file name, you may also put automobile maintenance, vehicle work or Audi repairs as keywords. If it is the result of an insurance claim, you may even use that and the word accident as keywords, too.
Once you enter the data, you put the paper in the corresponding numbered file in your filing cabinet. When you’ve converted your filing system to Paper Tiger, and you need to find a file later, you simply conduct a Google-like search in the database for whatever keyword you’re thinking on that day to find where your file is located. This also makes disposing of papers from your document management system easy. Instead of pulling out each file and shuffling through each paper to see if you need it, you can read the list of which papers you have and decide from your computer screen which to keep. Or you can print a File Cleanout Report from Paper Tiger to make the decisions ahead of time or for an assistant to complete.
Implementing Paper Tiger Filing System Software for document management will help put a stop to over-flowing filing cabinets, so you’ll be better organized and more productive.
If you are one of those people who dreads tax time each year because of the hassle of getting your records together, it is time to put an end to that. It may not be tax time yet, but this is now the time to prepare and get ready for it. This year, make getting those tax records and other documentation a priority as well as a goal, and one you will accomplish. You make getting your records in order and keeping it that way by using a proper, efficient and effective filing system. Implementing Paper Tiger Filing System Software for document management will help you can carry the momentum forward once set up so that it will be easy to maintain your document management as well as be able to find anything in your office in 5 seconds or less.
Too many people keep their documents stacked up and unorganized which makes it difficult to make sense of or find the files when the need arises. For taxes and legal documentation, it is vital to keep these records well organized. Not only does it help for upcoming filings, it is essential in times of audits. Keep your past, present and future documents, receipts, and other crucial records so that you can file taxes, deal with audits or be prepared for subpoenas. The more organized your records, the easier this will be.
The best thing you can do for yourself is set up an effective indexing filing system. A traditional alphabetical filing system alone will still leave you frazzled and feeling overwhelmed. A lot of paper files are miscellaneous and difficult to think of that one or two word file name to put on the hanging file folder tab, so you’re afraid you won’t find it again if you file it. And the stacks just get larger. Or you forget that you’ve filed a similar document under one file name and so you create a duplicate hanging file under a different name. But once you set up your indexing system, your filing system method will be that much easier to use.
Indexing systems enable you to find all your records in a matter of seconds, saving you so much time and effort. You would first set up all hanging file folders in your file cabinets at one time using the numbered tabs that you print out from the software and they never change. You type in information relating to each document in the Paper Tiger’s database file location. Paper Tiger assigns the file number to the document or set of relating documents that you want to put in the same hanging file folder. You can give the document any name you want without any worry about finding it later. This is because the system will allow you to tag keywords that describe all documents that you put in your hanging file folders. For documents that you want to add to the same file, simply edit the Item and add additional keywords necessary for the new document(s).
When you’ve converted your filing system to Paper Tiger’s indexing method, and you need to find a file later, you simply conduct a Google-like search in the database for whatever keyword you’re thinking on that day to find where your file is located.
One thing very few people realize is how long they should keep certain records. Be it documentation for your personal life or professional life, you have to keep some of those records around. Of course, by using an indexing filing system, you can make a plan for how long your records should be kept, and when you know when the paper files can be tossed, it will be easier to declutter your life. There are certain documents you must keep and others which are optional and certainly up to what you want to keep and for how long. So when you know when a file could or should be tossed, then it will save you time in the long run.
Income tax returns and payment checks for example, should be kept, always. You should also plan on keeping stock records, retirement and pension records, as well as legal documents forever, just to name a few. Some records that you should hold on to for a minimum of six years are purchase records, supporting documents for tax returns such as receipts, and accident reports and claims. Again, this is just a short list from a wide range of documents you should keep filed away for at least six years.
For a three-year period, some records you may want to keep include credit card statements, medical bills and any expired insurance policies. Other records you should check on before disposing of. Of course you may also have documents you want to keep. Car records, for example, you would keep until you sell or get rid of the automobile. Also, things like property records should be kept, even for a period following the sale of the land or property.
See our other articles with specific lists for what you should keep and for how long under Retention Guidelines: How long should you keep records?
The bottom line is, when you get organized it makes it that much easier to stay organized. Declutter your life with Paper Tiger Filing System Software for document management to help make sense of it all. Don’t put it off any longer – simplify your life and organize your home or office by getting started on this project right away.
