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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.

In the article below, Anne McGurty, a Paper Tiger Expert of Strategize and Organize, relays the benefits of getting organized. Think of it as a small investment in the long-term events of your future. Do you think it’s a waste of time to get organized? Read on to see the benefits of being organized. She also recommends implementing Paper Tiger Filing System Software to help you save time and money!

Strategize and Organize

Are you ready to get organized, but stalling because of a lack of time, money, or motivation? Don’t despair! A professional organizer is just what you need! Make an investment in yourself that will provide amazing advantages for years to come.

Here are some of the benefits you can look forward to once you get organized:

Getting Organized 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 professional organizer can also help you find the perfect organizing products for your space and lifestyle, so you can stop wasting money on containers that just don’t work.

Getting Organized Will Help You Be More Productive and Efficient

A professional organizer can create order and structure out of chaos. You’ll receive systems that work for your dominant learning style, your lifestyle, 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 home or 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 home and new-found habits to keep it that way will set a great example for your children and/or spouse.

You Can Create a Healthier Environment

Physical and emotional clutter obscures your surroundings. A clutter-free environment is simply easier to manage. A professional organizer can help you clear out your space so you can see that your surroundings in a better light and easier to maintain.

Your Stress Level Will Decrease Dramatically

When you can find what you need, are on top of your to-dos, and arrive on time for meetings or events, you’ll feel calmer and have more peace of mind. No more feeling overwhelmed by life — you’ll be in more control and feel less stressed.

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 a little “me time.”

Your Energy Will Shine

Clutter is a mask. A professional organizer 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.

About Anne McGurty

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 like this 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 at www.StrategizeAndOrganize.com.

You can contact Anne at amcgurty@strategizeandorganize.com or by phone at 303 881-0174.


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Strategize and Organize

Are you being as productive as you can? Want to reach your full potential? Anne McGurty of Strategize & Organize and one of our Certified Paper Tiger Experts, offers a few tips to help you reach your full potential of productivity. A few of these tips, when combined with Paper Tiger Filing System Software can help elevate productivity even more.

Tips to Maximize Your Productivity

  1. Do the hardest thing first.  When you arrive at the office, you may be tempted to first check your messages, rifle through the day’s mail, or plow through some easy administrative tasks. Instead, try doing the hardest, most challenging (or least enjoyable) thing earlier in the day. You’ll be attacking it when your energy level is high and your mind is clear.
  2. Plan for tomorrow at the end of today. Take 15 minutes at the end of every day to create tomorrow’s to-do list. This habit of planning will give you the gift of focus, allowing you to get a jump-start the next morning. In a sense, you’re creating a map for the following day.
  3. Download all ideas, actions, and goals onto paper.  Clear the clutter out of your brain by taking pen to paper (or fingers to keyboard) and allow to-dos and brilliant ideas to become more concrete.
  4. Use your email effectively. Stop scanning emails and leaving them to deal with “later.” Instead, schedule time just twice each day to check and manage emails. Read each email message thoroughly, then act, file, delete, or pass along.
  5. Take a lunch break every day. You may not think you have time for one, but make the time. Poor diet on the job is costing countries (and their businesses) up to 20% in lost productivity!
  6. Become an expert time estimator. Most unpleasant tasks don’t take as long as you think they will. And most pleasant things tend to drag out a bit longer than you’d expect. Use a timer to get an accurate gauge of the real time it takes to accomplish a variety of routine responsibilities.
  7. Create an effective work area. The average office worker spends 2000 hours per year at their desk. Make that space easy to use by gathering items that you use most frequently and storing them within easy reach of your usual seated position.
  8. Manage paper effectively. Resolve to deal with your papers on a regular basis. Whether first thing in the morning, at the end of the day, or somewhere in between, set aside 30 minutes each day so you don’t end up with overwhelming piles. Then act, file, toss/shred. If you file it, don’t forget to enter keywords into your Paper Tiger Filing System Software’s database, so that you’ll be sure to find it when you need it again!
  9. Be more productive by avoiding interruptions. Use your lower-energy hours as your open office hours so you don’t waste peak productivity periods with interruptions.
  10. Know the benefits of being organized. Getting organized goes way beyond having a neat and tidy space. By becoming more organized, you’ll not only help your business run better, but you’ll reap multiple personal rewards as well.
  11. Stop procrastinating.  Break tasks down into realistic-sized chunks and jot them. Each day’s successes will give you the drive to keep going.
  12. Learn to say “no” and delegate. Take control of your time and tasks by making a list of all your responsibilities, both daily and special projects. Even if it takes a little more time on the front end to train someone else, it may pay off by giving you more time to focus on larger responsibilities.

About Anne McGurty:

Anne McGurty is CEO of Strategize & Organize, a company devoted to training individual’s to be more effective with the tools and resources so they can be productive in their work environment.

If you like this 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 at www.StrategizeAndOrganize.com.

You can contact Anne at amcgurty@strategizeandorganize.com or by phone at 303 881-0174.



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Anne McGurty, a Paper Tiger Expert of Strategize and Organize, shares her top ten tips for using the Paper Tiger to get organized, work efficiently, and be more productive. Read on to see how a small investment in time implementing Paper Tiger Filing System Software can help you to simplify your life!

Strategize and Organize

Did you know that the average executive spends six weeks per year retrieving or replacing lost documents? Naturally, it makes sense to create a system that is quick and easy so you can save that lost time. Here are some ideas to get it done now once you have Paper Tiger. If you don’t have Paper Tiger now, click this link to get started. Here are the top ten tips I recommend:

Get Organized, Work Efficiently and More Productive

1. Look at the “hot spot of files”. You know the pile that seems the most urgent and makes your stomach churn every time you look at it. Take the paperwork and make a decision on each piece and separate into four piles:

a. Reference: those items you need, just not right now

b. Action: current projects, ongoing projects

c. Toss: you know where those are going

d. Timed: you need these on a specific date

2. When deciding on whether to file something or throw it away, ask yourself how difficult would it be to find this information again? Does it have any legal or financial ramifications if you were to throw it away? If you can live with the answer of throwing it away after those thoughts, let it go.

3. Set up the Paper Tiger Filing System Software and Document Management, an indexing system that works like a search engine for paper files to help you get organized and stay organized. It’s essentially creating an inventory for all of your files.

4. Use names that you will be able to recall easily. The obvious file names that you’ve used in the past. Then the interesting thing with Paper Tiger is that you will also be able to add keywords into the database so that any name you think of when you need to find a file, the software will be able to tell you where it is in seconds. So in the case of “Auto” the item name would be “Ford Explorer”, and in the keywords section, you would input the name of the company, i.e., “Vehicle, Car”, possible the name of the dealer, the service person’s name, etc., and you might use “Personal” in the Category section.

5. Oftentimes, people receive notices of an event and they never know what to do with the postcard. Set up a monthly filing system (a Tickler File) to keep track of when to throw them away. Create 12 hanging file folders, one for each month. As you rsvp or pull the information for “dress code” or directions. When the day rolls around, you can retrieve it for a reminder. This will ensure that you never miss an event or an expiration date on an rsvp or offer.

6. When sorting through paper files, make a decision. If you’re not in a decision-making mood, have a place set up for “unprocessed paperwork.” Then when you’re ready, if you need to take action, do it now or place it in the appropriate action file. If someone else needs to attend to it, give it to them. If it is something to reference later on, index the appropriate keywords into Paper Tiger and add it to the corresponding reference hanging file. Putting it back in the pile to address later is no longer an option for you as an organized person.

7. When you have a lot of tasks to do for the day, quickly sort the tasks in order of importance. Do what is most profitable or important to you first, then move on from there. Therefore, if you only have a little bit of time, you will be addressing the most critical issues first. All other tasks need to be scheduled for when it makes sense. This final step is critical, otherwise you’ll be starting a new pile.

8. Print out reports of what you have inventoried in your filing system, place a folder in the front of each file drawer, as appropriate, labeled “File Index.” Having a quick and easy reference when you don’t want to open your computer makes it easier to find quickly.

9. Get into a maintenance habit of printing out a ‘File Cleanout’ report of all of your files, quarterly or no less often than annually, and identify what you no longer need and purge or create steps to archive via off site store or scanning.

10. Finally, create a time management habit. Take 10-15 minutes every morning looking at your priorities, including your Actions within your Paper Tiger system and pulling files from your Tickler File. Do the same thing each evening by placing all documents collected through the day back into your systems.

Celebrate your progress, if you haven’t done it yet. Set up your Paper Tiger Filing System and get started now. As you go throughout your day, keep in mind the task at hand and focus on completing that one task. Remember that “things don’t clutter, people clutter”. When we make simple decisions and take action, we can improve the quality of our life at work and at home.

Anne McGurty

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 so they can be productive in their work environment.

If you like this 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 at www.StrategizeAndOrganize.com.


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Tidy Tiger Solutions, Michelle Panzlaff, a Professional Organizer and one of our Certified Paper Tiger Experts, has found a way to combine the functionality of the powerful indexing systems in Paper Tiger Filing System Software for Document Management with the concepts provided by Productivity Guru, David Allen, in his world famous GTD (Getting Things Done) Systems.

Michelle says, “I figured out how you could use Paper Tiger as a Task List and Project Manager ‘GTD Style’. I created a database called GTD System, Created Locations based on the context of where I would perform tasks, and used the Categories to define the Priority Level. The thing I liked best is the ‘Report’ Printing of all the To-Do’s. I suppose that offices using Paper Tiger can use the system to also assign duties and tasks to team members if they wanted to. Gee I wonder what else I can use Paper Tiger for?”

Using Paper Tiger and GTD (Getting Things Done) Systems Together

If you’re a fan of these two powerful organizing tools and systems, you’ll be fascinated by this option. This kind of organizing of tasks can also be formatted to help your staff and team to manage tasks, especially if you are already using Paper Tiger to organize your information and paperwork.

Whatever task or list management system you may be using, this video may help you find new and effective ways to organize your lists. Watch now as Michelle demonstrates how.

Overwhelmed by clutter?

Have you lost the ability to be creative, tired of losing important records, and is a growing list of demands getting the better of you, or those around you? Are you ready for a change and want to break the cycle?

If you are seeking some calm in your life and work, have piles of paper that need to be organized effectively, or even if you have some big projects you want help getting launched, you came to the right place.

Professional Organizers are here to help. You are not alone in your challenge to keep clutter and overwhelm from getting in the way of your higher purpose. You can have an effective work space and home you love.

We know that the world today is changing fast, and things are flying in at high speed. It’s no wonder that many of our clients are getting a little behind. There is no one to blame, as life is dynamic.

We all know that clutter can get in the way of success and happiness, and for those that want help to organize, we can help. We bring the know-how, the tools, the resources and the passion for the work at hand.

You, your staff, even your family can work less, earn more and be more productive. Enjoy a streamlined home and office so you can get back to taking care of what really matters.

Professional Organizer in Canada, Michelle Panzlaff created this video to provide you with more information and to help you achieve your goals.

Learn more about the services provided by Michelle Panzlaff and Tidy Tiger Solutions by visiting www.tidytiger.biz today.

Plus, drop into the home page of Tidy Tiger Solutions for free printable gifts and more for your home, work or personal organizing needs.

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Tidy Tiger Solutions
Michelle Panzlaff

To Michelle, serving as a Professional Organizer is all about creating more functional and enjoyable spaces, productive workflow and effective filing systems, while helping clients feel inspired and more productive.

As a skilled professional, Michelle now possesses over 23 years of office, service and administrative experience. Michelle relies on her exceptional skill set to solve complex challenges for her residential and business clients alike.

Phone: (778) 866-6942
Email: info@tidytiger.biz


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Sherry Borsheim, a Paper Tiger Expert of Simply Productive, has offered some great tips on staying organized while traveling for business so that when you’re back to your office, you won’t have a lot of ‘briefcase drama’ nor will you have a stack of papers to fumble through. You’ll be able to index them into your Paper Tiger database, and file as you’ve already noted.

Conquer Your Paper Chaos When You Travel

Has this ever happened to you? You’ve just returned from a business trip and your briefcase is bulging with receipts, meeting notes, business cards, travel documents and other essential paperwork. You’ll probably spend your first day back in the office just sorting through the chaotic mass of paper before you can even think about getting down to business!

Or, perhaps you travel all over the city attending one meeting after another. By the end of the day, your briefcase is a pile of to-dos with no particular order.  Phone messages are scattered on various pieces of papers and you just know that an important message is hidden somewhere in the mess. Then there are the business cards you collected, some require follow-up, but you’re not sure where you put those important numbers. If only you had kept it in a safe place so you could remember where you put it.

At this point, all those good intentions to take action and follow-up on hot new business leads fizzle into frustration.  But there’s no time to think about how you misplaced those essential items. The minute you’re back in the office you find there is a pile of emails waiting for your response, in addition to a large pile of papers on your desk begging for your attention.  You dive right in to the emails and before you know it the morning is gone and it’s lunchtime.  You work through lunch in order to attack the pile of paper on your desk.  Then you realize you reviewed your messages, so you abandon the paper pile and listen to all your messages.  It’s a never-ending circle of paper, email and voicemail, and you haven’t even cracked open your briefcase.  You just spend the day reacting to emergencies and interruptions with no planned scheduled time to deal with the important issues that you had hoped to get to.

This continues day after day and you’re still dragging all those papers from your business trip in your briefcase and you’ve been adding to it during the week as you attended more meetings.  Now you have no idea what’s what and it all melts together into one big mountain of paper begging for your attention.  How long do you let this go on before you decide to take action?  For some its days and other’s, its weeks or months.  Those hot new leads you made on your business trip aren’t so hot now and the longer you leave it, the more you procrastinate on taking action.  Eventually you take mountain of paper out of your briefcase and drop it on the floor by your desk and say you’ll deal with it later, because you have more important things to take care of in the office.  Guilt sets in and it constantly nags at you to do something but you don’t.  You know you should get your business receipts handled but you’re not sure where they all are and it ends up costing you money when you could have been reimbursed.

Here are some tips on how to put an end to the briefcase drama scenario after business travel:

1. Streamline and organize your briefcase so you know what the next action is on any piece of paper and business card while you’re out of town and when you arrive back at your office. Use plastic folders to batch similar tasks together.  Remember, ease of access and functionality are very important when using any organizing product.

2. Label the file folders inside your briefcase with the next action you want to take – “Call, Data Entry, Discuss, Receipts, Meeting Notes/Agenda, Photocopy, Read, or Write”.  Customize your files based on your specific action steps.

3. How to use your travel briefcase when outside your office.  File meeting agendas under the file tab labeled “Meeting Notes/Agenda so when you get to the meeting it’s all together.  If you collect business cards during your trip there are two things you can do with the business card: (1) enter it immediately into your Contact List, or (2) file it into your mini travel briefcase under “Data Entry”.  When you return to your hotel or your office, any cards that you wanted to get into your Contact List are all grouped together.  You can enter them yourself, scan them using an App or delegate the task to someone else.

4. Define the next action.  No more putting it aside to deal with it later. This is what I call “deferred decisions”.  Instead, ask yourself this very important question: “What is the next action I want to take on this piece of paper?

5. Schedule a specific time in your calendar to handle that next action.  This is the key to getting things done.  A pile or file labeled “To Do” is only an intention to do something, where as a scheduled appointment is a commitment to take action on something.

6. Use clear project folders to keep like papers together.  Use these project folders to keep your agenda and meetings notes together in your mini-travel briefcase or keep them on your iPad using Evernote in a folder called “Agendas”.  You may be attending several meetings and these project folders are sure to keep your papers grouped together.  Do not use paper clips, they tend to attach to other pieces of paper and get caught on other paper clips.

7. 80/20 Rule – 80 percent of what we file we never refer to again. Therefore, ask yourself, “What is the worst possible case scenario if you tossed this piece of paper away?” If you can live with the results of your answer to this question, then toss the piece of paper.

8. What to file for future reference.  If you decided to keep the information on a piece of paper, ask yourself: “If I want to retrieve this information again, what trigger word would you think of?” Write the trigger word on the upper right hand corner of that piece of paper and file it in your briefcase under “File”.

9. Transferring papers when you return.  When you return to your office after the business trip or day of meetings, everything that you’ve gathered during your time away from the office is grouped together by the next action.  Instead of a mountain of paper spilling out of your briefcase, you’ll be ahead of the paper chase game, because you’ve already defined the next action.  All there is for you to do is to schedule time in your calendar to handle the actions in your mini-travel briefcase.  Some of the actions like Data Entry, File, and Expense Reimburse you can delegate to your assistant if you have one.  That feeling of guilt and shame won’t be there because you’ve handled what you said you would do when you returned to your office. For those papers that you need to file, you can enter the ‘trigger’ word that you’ve already written on the file into your Paper Tiger database, add additional keywords if necessary, and drop the document(s) into the corresponding item number hanging file folder.

Business Travel tips:

  • Schedule time at the end of each day when you are traveling to file papers into your mini-travel briefcase
  • Schedule time in your calendar when you return from your business trip to handle your action items in your mini-travel briefcase
  • Use your briefcase as a visual checklist for items you need to bring with you.  For example insert items to read under the “Read” tab. Double check that you have enough business cards and brochures, thank you notes, letterhead, postage and return address labels, if you need them.
  • Scan or photocopy your passport and credit cards.  Store document in a safe place.
  • Trade shows, Conventions, Meetings – write on the back of the business cards the date, location and next action.  If you have an assistant, delegate the data entry of the business cards and have the next actions scheduled into your calendar or typed into your Task List.

Implementing the business travel briefcase will dramatically decrease your stress level and increase your productivity when you return to your office.  You’ll turn piles of paper into valuable resources instead of deferred decisions and guilt.  Instead of reacting to emergencies, you’ll be proactive on your commitments and follow-up.

Download Your Business Travel Checklist HERE

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Sherry Borsheim is the president of Simply Productive. You can visit Sherry, access her free article archive and grab lots of free stuff at http://www.simplyproductive.com. Sherry lives in Vancouver, BC Canada with her husband (her high-school sweetheart).

Contact Sherry for a JUMP-START on ORGANIZING your office, home and life. She will give you her trade secrets and steps to setting up your organizing systems, including recommending Paper Tiger filing system software for document management, to be organized and manage the paper files that you need to keep in hard copy format and other physical stuff in your life.

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The start of a new year just passed and many people vowed to get organized. Why is organization such a big hurdle for people? Below are what we believe to be the top nine reasons people ask for help. In addition, we’ve given clues as to how Paper Tiger can solve each of these problems.

1. Overwhelmed: Have you ever felt so bogged down by clutter that you felt a spout of claustrophobia coming along? Clutter can most certainly become overwhelming, leading to depression and other gloominess. Paper Tiger is the perfect tool to defeat clutter. Instead of watching the papers and documents pile up, Paper Tiger allows you to file away each document and keep track of the exact location while relieving all stress. You won’t have to worry about finding a file again, because you’ll be able to search by any of the keywords you’ve input to find where you’ve filed the document. And Paper Tiger is not just for paper! You can index anything that you can put a number onto, and be able to get organized and clear the clutter.

2. Unawareness: There are always people that wish to get organized, but get hung up because they don’t know how to do it. While some people are natural organizers, others wouldn’t know where to begin. Paper Tiger’s indexing system is so simple to use, anyone can become organized! Filing paper in its original form, you don’t have to worry about the 1 or 2 words that you’d put on the hanging file folder tab because you can add as many keywords as you can think of into Paper Tiger’s database for the documents in your hanging file folders. You can search for whatever keyword that you’re thinking for the file you need to retrieve, and Paper Tiger will let you know where it is in seconds.

3. Lack of Resources: Some people don’t know that there are professional organizers and tools such as Paper Tiger Filing System Software for Document Management to help them get organized. Some jobs require help from others, and these professionals can advise you in just the right tools you need for the way you work and what you have to get organized. Getting organized is surely no easy deed, but knowing what to do, how to do it (a process), and the right tools to use can be what you’ve needed all along. With Paper Tiger, it’s as easy as setting a location, filing documents in that physical location, indexing or naming the items with keywords, and finally searching for the document in the search box. With the stroke of a few keys, Paper Tiger tells you the exact location of your document.

4. Tackling Organization: Many of us may want to start organizing, but can’t figure out what the next step should be. Maybe trying to start with your entire office isn’t the best move, perhaps try to clean the desk first or the bookshelf. Tasks that are too big take us back to being overwhelmed. Paper Tiger can make breaking larger tasks down much easier. Once you have accomplished smaller missions, tackling larger tasks will be a walk in the park.

5. Lack of Time: Time is always the enemy because it stops for no one. We all have busy lives with working each day, cooking dinner, and taking the kids to soccer practice, but we have to make a little time to prevent the accumulation of clutter. Paper Tiger is the best tool for time management. It takes no more that ten seconds to enter the database, file the document in a location and name it! Later on, when you go to search for that document, it takes even less time to type the keywords and let Paper Tiger reveal the precise location.

6. Motivation: Do you need a coach or guidance to help you get organized? Again, there are professional organizers who have been trained in how to do things more efficiently to help others be more productive; and can help you do this by setting milestones and regular check-ups with you. Paper Tiger can also serve as the motivator. Once you use it once and find that the document you filed six months ago is exactly where you left it, Paper Tiger will become your new best friend.

7. Surrounded by Clutter: It’s an awful thing when you tidy something and someone else comes right behind you and creates a mess, isn’t it? Some people get discouraged from organizing because others around them are jumbled.  The real beauty of Paper Tiger lies in the keywords. You call it “Nissan car note”, he calls it “car bill” but if all these keywords are saved in Paper Tiger, both parties can find documents with ease. Getting others around you organized will be easy because everyone can still find the documents.

8. Health Concerns: Attention Deficit Hyperactivity Disorder (ADHD) and other disorders can definitely bring organization to a screeching halt. Getting lost in thought and starting tasks but never finishing them can be very frustrating, due to no fault of their own. Attempting to declutter one stack at a time is a great milestone towards getting organized. Paper Tiger allows those unfinished tasks to be filed away for safe keeping until they are ready to be worked on again.

9. Change: We all go through changes. Marriage, new baby, our children will pack up and leave for college or we’ll move. Whatever the case may be, these transitional periods often call for reorganization. Paper Tiger is the perfect tool to help overcome these changes and stay out of the realms of clutter. Use Paper Tiger with storage bins to keep up with items that aren’t needed for immediate use. See just a few things that Paper Tiger can help you organize on our Not Just for Paper webpage at http://thepapertiger.com/tour#4

The struggle to get organized is one that can be conquered with the help of Paper Tiger and/or professional organizers. Virtually any obstacle one encounters when trying to get organized can be solved with Paper Tiger Filing System Software for Document Management. Next time you hit a snag when trying to get organized, think about how Paper Tiger and other organizing resources can help make organization easier.


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This article from the blog of Denise Landers, founder and CEO of Key Organization Systems Inc. and a Paper Tiger Expert, is helpful as it relays the benefits of getting organized. It’s not a minute too soon, as many people wish to get organized for the new year. Denise also recommends Paper Tiger Filing System Software and Document Management for more proficient organizing to control stress.

Getting Organized: “What’s in It for Me?”

“Will Work for Food!” You have probably seen signs like this as you drive to and from your office. Reality is that everyone is working for food unless they are independently wealthy. In the hierarchy of needs, food and shelter are among the first elements you require. A benefit of working is that you are able to secure these comforts. You can then reach higher and attain other benefits.

The start of the new year is a good time to consider the benefits of getting organized:

  • What things do you wish had been different last year?
  • Where would more organization have helped you?

Take this time to reflect on how becoming more organized will benefit you. Being organized means being ready. Being ready means:

  • In control on a daily basis
  • Set to embrace new opportunities
  • Better prepared to cope with disasters

If you’re running as hard as you can right now, how will you add in the extra work that a new situation or opportunity would create: promotion, relocation, new baby, remarriage and merging of households, downsizing? Even though these things may be positive changes in your life, they still rank high on the stress index.

Stress can lower your immune system and be responsible for many of the physical ailments you deal with, from common colds to heart conditions. With daily schedules overflowing, when one of the above situations occurs, you often struggle to cope. Not only do you feel stress, but those around you are also affected by the pressure on you.

If you start from an organized position, that stress is controlled. When you are starting from a disorganized place, you multiply the amount of related stress.

You are also better able to cope with disasters. No one likes to ponder all the negative occurrences that may arise. However you cannot read the papers without being beset by news of natural disasters affecting millions of people every year: earthquakes, tsunamis, hurricanes, and tornadoes. At some point, no one is immune. Advance preparation can help to mitigate resultant trauma and frustration.

There is no negative to getting organized.

Many people claim they are creative and therefore organizing would restrict their creativity. Yet look at a painter’s tools and see how well organized those are, or study a fisherman’s tackle box. There is no job that does not benefit from being organized.

Reflect on the areas in your workday and in your life where becoming more organized would benefit you. Ask yourself, “What’s in it for me?”

Apply this question to each of your daily tasks. Some of your chores may not be specifically for you. You might be running errands for your spouse or participating in an activity with your children. However if the end result ties in with your long-term goals for family life or community involvement, then that is a benefit for you.

If you instead find that you have overextended yourself through volunteering or “being volunteered” and there is no direct benefit for you, it is a good time to reconsider your commitments. With so many worthy causes, you must be selective. Cull your To-Do list. Be sure your “yes’s” and “no’s” are aligned with your long-term goals.

Denise Landers
Key Organization Systems Inc.
Author of Destination Organization

productivity@keyorganization.com

Have you ever tried to “get organized” only to be frustrated after a day, or a week, or a month?  Destination: Organization recognizes that reaching your organizing goals is a journey, not a one-time event, as you develop processes to cope with daily demands that constantly change. For help, call Denise at (281) 397-0015

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This article by Michelle Panzlaff, and one of our Certified Paper Tiger Experts, challenges you to review your current system of organizing and offers some simple tips to evolve that system. Of course, Michelle also recommends using Paper Tiger Filing System Software for Document Management as a part of your organizing system to make your life easier.

Making Your Organizing System Work

What makes an organizing system work?

To keep a system working well for you there is one key ingredient: ‘You’!

Keeping up your system just requires a few practical and simple ongoing behaviors.  You must be consistent in your application and use, your information and projects need to be current and up to date, and you need to keep tasks in view by the appropriate context of when and where they need to be done.

Review these tips and your current ‘task and time management system’ to see if there is anything falling through the cracks that may call for an adjustment or two.

Be Consistent

Keep your task reminders in one consistent place.

It might be on pieces of paper, sticky notes stuck to your screen, or in your PDA. It doesn’t matter where, it’s more important that it’s easy to use and you have access to it whenever you need it.

You may keep certain types of reminders on paper and certain others on your computer for example, and that’s ok, yet be as consistent as possible in defining those parameters and stay in the lines of what you have decided.

It’s far too confusing to have reminders about the same kinds of to-do’s in many different places. It makes processing of task items difficult as it hinders making fast choices and quickly putting things where they need to be before you are scheduled to act on them.

Stay Current

Consistency is not enough to keep a system running well. It also needs to be up to date.

Otherwise you won’t be able to trust that you have the most important stuff in front of you, and you may get caught up having to resort and re-evaluate everything you are managing.

This will put stress on your psyche as you look at your list and some part of you knows it’s not all there. You’ll end up not trusting your system, trying to keep stuff in your head again, and eventually lose the motivation to maintain your system all together.

Keep the ‘Where & When’ in Context

Organize your action list by where the reminder needs to be seen in order to work on it, rather than by project.

Your projects should be kept together by topic, yet the reminders of the very next actions you need to perform need to be seen when and where those actions need to take place.

Keep your task reminders in such a way that you are likely to see them when you need to.

Original article posted at ‘Making Your Organizing System Work’

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Tidy Tiger Solutions
Michelle Panzlaff

To Michelle, serving as a Professional Organizer is all about creating more functional and enjoyable spaces, productive workflow and effective filing systems, while helping clients feel inspired and more productive.

As a skilled professional, Michelle now possesses over 23 years of office, service and administrative experience. Michelle relies on her exceptional skill set to solve complex challenges for her residential and business clients alike.

Phone: (778) 866-6942
Email: info@tidytiger.biz


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This article from the blog of Denise Landers, founder and CEO of Key Organization Systems Inc. and a Paper Tiger Expert, is helpful as it relays a few tips to us on storing electronic files. With an effective filing system in place, finding electronic files are an easy task. Denise also suggests Paper Tiger Filing System Software and Document Management for your paper files and proficient organizing.

Managing Electronic Files

Just because paper is becoming less of an issue for filing does not mean that a good filing system is unnecessary.  You may now store electronic files instead of paper files, and these also need to be organized for quick searches.  A few simple tips can be really useful in managing your electronic or digital files efficiently. We’ve also provided additional helpful hints within Denise’s article as it relates to how Paper Tiger and/or Google Drive might assist you in managing your electronic digital files.

  • Save all the digital documents in one place

Save and place your digital documents in one place, preferably in the My Documents/Documents folder. All of your text files, spreadsheets and presentations should go in one main folder. Note: if you use Gmail, you can now download Google Drive as a folder to your harddrive that will synchronize everything between this folder on your harddrive and your Google Drive location in the cloud from your Gmail account.

  • Make subfolders

My Documents is like a closet where you need to have various drawers and sections to categorize or arrange things.  Creating subfolders will act like drawers of that closet.  Choose meaningful names for these.  As a simple example, if you have a main folder with a name “Reports”, make subfolders with “2010”, “2011”, and “2012” for quicker searching.  These subfolders can also contain more subfolders. Note: You can do the same thing with your Google Drive folder from your Gmail account.

  • Be consistent with file names

If you start some with dates, then continue that practice.  If they all relate to a specific project, you might put the project names or initials at the beginning of the name.

  • Assign detailed labels

Your file names must be specific and so relevant that you can tell what is in the file without opening it. For instance, if it is an invoice to a company named ABC sent on Oct 2, the file name could be “invoice1012abc”.  Giving generic names like “invoice” will make it extremely difficult for you to track and use it for the next time.   As above, relating to consistency, you might start all invoice files with that word before adding more description. Note: When creating or uploading a scanned or other digital file to Google Drive, you can choose to have it converted to Google Docs format which will OCR up to 10 pages, which will allow you to search for words throughout your digital files.

  • Put it in the right place when creating it

It is wiser to make a habit of saving your file in the right place at the time of its creation instead of storing it on your desktop for quick access now.  The desktop ends up becoming cluttered and another task to clear off later.  When you have faith in your filing system, you won’t worry about keeping on the desktop to be sure of finding it.

  • Arrange  according to frequency of use

If there are some files which you use often, force them to arrange on the top. You can add an asterisk or other symbol that will keep them above the other files.  When you know longer need this file on a regular basis, take off the symbol so that it drops down to alphabetical order.

  • Delete unwanted files regularly

Plan for a time annually where you clean up your files.  Get rid of the ones that are no longer pertinent.

  • Create Backups

Periodically it is smart to create backups of all your files. You might consider both local storage devices and an automatic online process.

Keeping your business documents organized is another step to a success. Windows has strong search features to find your files in the system, but if your file name is too generic, even the search feature will not be helpful.

The ideas for this guest post were contributed by Lewis Edward, one of the owners of The Office Providers.

Denise Landers
Key Organization Systems Inc.
Author of Destination Organization

productivity@keyorganization.com

Have you ever tried to “get organized” only to be frustrated after a day, or a week, or a month?  Destination: Organization recognizes that reaching your organizing goals is a journey, not a one-time event, as you develop processes to cope with daily demands that constantly change. For help, call Denise at (281) 397-0015

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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.


1 Comment »

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: I am very interested in reducing the amount of papers to be filed or that perhaps are not needed at all. What papers are critical to keep, even after scanning them?
A: We have several blog articles under our Category of “Retention Guidelines: How Long Should You Keep Records

Q: I want help with useful item and category names.
A: See this blog post which contains suggestions for Location names, Item names, as well as Categories: “Customize Your Filing System with Paper Tiger’s Indexing Method.” Hopefully this will be helpful to you.

Q: How do I switch over from the old version and is it hard?
A: After creating your Paper Tiger Online account (Pro or one of the multi-user plans), email support@thepapertiger.com, attach your database(s) and let them know that you need it imported to your online account under which email.

Prior to sending your database, make sure all pending items have been confirmed by clicking the Confirm box, and empty the Trash for each database. Then export your database(s) to .CSV file(s) by following the instructions below for all databases if you have more than one database. To export a Paper Tiger CSV file from Paper Tiger 4:
1. Open Paper Tiger and the appropriate database.
2. From the File menu, select Export.
3. Check the Select All box.
4. Click the Browse button to select the preferred directory so that you will know where the file will be saved to and type in a file name for the CSV file, click the Save or Open button
5. Then attach the .CSV file to your email that you’re sending to our tech support team

Q: What is the difference between paper search to digital search?
A: Paper Tiger searches your paper files that you’ve indexed into Paper Tiger, and the Digital Tiger function allows you to also search your digital files that you have in Google Drive. Digital Tiger is a free add-on with a paid Paper Tiger Online account (Basic and Pro plans for now and then later for multi-users), to connect your Paper Tiger Online account to your Google Drive account, then you will be able to search from one place (Paper Tiger) to find both your paper/physical items that you’ve indexed into Paper Tiger and your digital files that you have in Google Drive. Since Google Drive in this case would be your digital file storage location, you can prepare for Digital Tiger by creating, scanning or uploading your digital files to Google Drive. 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.

Q: Is there a mobile app for Paper Tiger?
A: No we do not have a mobile app for Paper Tiger, but it works well on the iPad and other tablets.

Q: I would like to organize my jewelry, and I have a lot!  What do you think the best way would be to do so?  I did purchase clear-lidded jewelry boxes and have also taken the photos! I was trying to figure out about the photos. I am thinking of also putting info to Google Doc’s so that I don’t have to store all this information in a drawer.
A: We recommend arranging your jewelry so that you can number each piece, then index each piece in Paper Tiger matching item numbers as you go. You can photograph your jewelry with corresponding numbers, and upload the pictures to Google Drive. Be sure to put keywords in the title of each photo that you upload.

Comment: I love the fact that you have “loaned to Frances” under your keywords for your books. It is way too easy for me to not get borrowed books returned to me. Using your method would help me put a stop to this.
A: Awesome!


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This article by Michelle Panzlaff, and the newest Certified Paper Tiger Expert, gives some great tips in paper filing and purging, and how to organize your paper files so that you can stop the paper clutter. Michelle also recommends Paper Tiger Filing System Software for Document Management to get everything in your life organized — not just for filing paper!

Paper clutter is a real challenge because of the volume of paper we all seem to accumulate. It’s just a fact that pieces of paper easily stack and hide each other.

Here are some quick tips to help you purge your paper clutter and get organized!

Look for related paper files and gather them together.

You’ve done this a million times: sorted through a stack of papers and divided them into small stacks, such as Bills to Pay, Bank Statements, School Papers, To-Do Lists, Ideas You’d Like To Try, Things I Might Buy, and blank yellow pads. But you probably stopped there. Keep going through the next three steps, and you won’t end up re-stacking all those papers, only to go through them again later.

Dispose of unneeded or duplicate items.

Did you find duplicates, or old documents you no longer need? Toss them!
Examples: Expired warranties, magazine articles that you kept but can’t remember why, information that you could easily find again, financial statements whose information is repeated on later statements. Make sure to shred or destroy properly.

Choose appropriate containers for each stack.

After you have purged and you know what you are going to keep, take a look at each box or stack of papers and consider what kind of container will work best. File folders are a natural, but consider other alternatives where appropriate:
Three-ring binders can be stored on shelves, and contents can either be hole-punched or placed in pockets and page protectors. (TIP: have a hole puncher in reach at all times if you go this route.)

Box-bottom folders handle bulkier items well.

Large envelopes can substitute for file folders if you don’t have a filing cabinet or if the papers are various sizes and apt to fall out of a file folder.
For voluminous stacks, you don’t need to organize further, try a box. If you do need to further organize a big stack, think about an accordion file or a notebook with dividers.
(TIP: whatever options you are considering, ‘do’ think long term on how it will work for you before you go to set up.)

Choose a home for each container.

If you use it a lot, it needs to be in your reach! Store frequently used papers in convenient locations. You might also locate files easier if you line up all the tabs on hanging file folders in a straight line, rather than alternating from left to right. (TIP: Decide on what side to put ‘Main Category’ header tabs and keep them in a tidy row too. It makes for easy scanning later.)

And remember that as you have new papers that need to be filed, take the time to label them properly, index them into Paper Tiger, and place them where they belong sooner than later. If you ‘Put it here FOR NOW’ you are asking for trouble later! And those stacks of paper will start piling up again.


Floating Pieces of Paper/Notes

Eliminate floating pieces of paper by having only one place to write things down. Be sure to identify a home where it will always be kept as well. You may keep your notes in a notebook that stays by the phone, a small pocket notebook that you carry in your pocket or purse. Or maybe a note-pad on your Smart Phone that you know is always going to go with you.

Just follow this rule… never jot something down with the idea that you’ll rewrite or type it in later. NOW is the time. ‘Putting stuff here for now’ is how we get into trouble in the first place, so write it down in its permanent location to start with, and you’ll be saving time also.

Happy Organizing! Call if you get stuck!

Original article posted at ‘Oh my, it’s paper, paper, paper everywhere!

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Tidy Tiger Solutions
Michelle Panzlaff

To Michelle, serving as a Professional Organizer is all about creating more functional and enjoyable spaces, productive workflow and effective filing systems, while helping clients feel inspired and more productive.

As a skilled professional, Michelle now possesses over 23 years of office, service and administrative experience. Michelle relies on her exceptional skill set to solve complex challenges for her residential and business clients alike.

Phone: (778) 866-6942
Email: info@tidytiger.biz


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Sherry Borsheim, a Paper Tiger Expert of Simply Productive, has published a short video to help us understand that ‘going paperless’ is a process, and may mean that you have ‘less’ paper, instead of ‘no’ paper.  Not necessarily that you have to get rid of every piece of paper to go paperless.

Sherry’s Organizing Bootcamps will give you a JUMP-START on ORGANIZING your office, home and life. She will give you her trade secrets and steps to setting up your organizing systems, including recommending Paper Tiger filing system software for document management, to be organized and manage the paper files that you need to keep in hard copy format and other physical stuff in your life.

International Association of Business Organizing

Going Paperless

Sherry says,

Making the decision to go paperless is a great step in the right direction. But it isn’t a single step … going paperless is a process. Even after I thought I had cleared everything, I still find it is important to keep going back in and clearing more out! Staying organized is about staying on top of your systems.

Click here to view this short video for an overview of my system for keeping my closets, desk, and file drawers organized and my process for a more paperless environment.

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1 Comment »

Effective Day

During this webinar, Nancy Hagan of Effective Day demonstrated how to get started with Paper Tiger Online. In addition to demonstrating examples requested during webinar registrations, Nancy demonstrated work-flow examples by filing items from her inbox to help you use Paper Tiger Filing System Software for document management more effectively to get organized and be more productive.

Nancy also presented how to organize things other than paper files, such as books, bank box, and storage boxes. She also demonstrated how the search from Paper Tiger Online works with the Digital Tiger function activated.

Please visit www.effectiveday.com to learn more about Nancy and the services she provides, and click here see her Productivity Coaching special. You can contact Nancy at 513 899-9949 or email at nancy@effectiveday.com

To learn more about Paper Tiger and Digital Tiger, visit www.thepapertiger.com

Filing System Q&A from the Webinar

Q: How many separate locations can I have in each database and how many databases can I create?
A: if you have the free or Basic plan, you are limited to how many, but if you have the Pro plan or one of the multi-user plans, you are basically unlimited as to locations within a database and how many databases you can have.

However, you would only want multiple databases if you do not want to search across them because Paper Tiger only searches within the database that you’re in. It does not search across 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: Please explain what Categories are for.
A: “Category” is a word or words you may use to classify groups of related folders or items. Paper Tiger allows you to file information physically one way, but easily organize files virtually in a totally different way using Categories.

For example, you may use the Category “Benefits” to classify the folders relating to “Stock Options,” and “Day Care.” The Category, “Bills” may include “Utility bills”, “Car repair bills” e.t.c. The Category “Self-Help” might include all your books that relate to self-help or motivation.

Q: So when I assign Categories to files, the files become searchable by Category and keywords?
A: The category title you assign is not searchable, but there is a button for Category (beside the Location button) that you can click on and Paper Tiger brings up a list of your Categories similar to your Locations list. You can then choose the category you want to see all the items that you’ve assigned to that one.

Q: Oh also when you are in the Categories list, and you click on the category that you want to see all the items, can you search within that?
A: No, when you search from the search bar, Paper Tiger searches all of the database, not just within the category you’ve chosen. However, once search results come up, you can sort by the Category column.

Q: After you set up a Location, you say you might add 200 items. I would assume those items are files in the drawer. Can you branch off one of those items to say in this item there are these files? I’m confused as to after you add the 200 items or hanging folders, how do you say what is in the hanging folder if there is say 10 different papers in the folder that deals with that hanging folder.
A: The 200 items would coincide with the hanging file folders in your drawers. You can add keywords for each item in Paper Tiger that relates to as many documents that you have in a single hanging file folder. So if you have 10 different papers in a single hanging file folder, you would input as many keywords as necessary relating to the 10 different papers. That being said, if your hanging file folder contains your monthly cable bills, you would only need keywords for the entire folder not necessarily for each monthly bill unless there is something that you want to remember about a specific bill.

Q: What if in the hanging folder there are 2 manila folders that deal with the one hanging folder, but are separate from each other. Is the only way to say what is in the hanging folder in the keywords or can you have a tree that has a title for each manila folder, then you can say what is in each manila folder so you know they are in the same hanging folder, but separate from each other?
A: What I do in this instance, is number each manilla folder, and then when inputting keywords for each, I would for example, Item Name might be Paper Tiger Training and manilla folders would be numbered to coincide with the number I input into the keywords section, i.e.: 1. Paper Tiger single user instructions, 2. multi-user instructions, 3. database information, 4. etc.

Q: How does Paper Tiger compare to Evernote?
A: Evernote is a different kind of tool in which you can save notes, ideas, things you like, hear, see and other things that you want to remember or have in one place.

Q: Would the digital files feature work with Microsoft Live accounts (SkyDrive)?
A: No, our Digital Tiger function connects Paper Tiger Online to Google Docs or Google Drive through a Google app or Gmail account.  Click here to go to our blog post for how to get started with Digital Tiger, where you can view 2 screen casts that show how Digital Tiger works and a demonstration of using the Fujitsu ScanSnap 1500.

Q: What is the name of the scanner you mentioned?
A: Fujitsu ScanSnap 1500

Q: Do I need to hit save after I edit something and if so, where is the save button?
A: In the Edit box, you do need to save your changes. You should see Save Changes button in the lower left corner of the Edit box.

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Nancy Hagan of Effective Day, works with business people who want to be more effective and productive, focus on their highest priorities and be free to do what they do best! Effective Day provides Organizing and Productivity Coaching, Consulting, Workshops and Products for busy people who want to make the most of their day and enjoy their life.


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Stephanie Calahan, of Calahan Solutions and a Paper Tiger Expert shares 3 great tips in this article to eliminate the avalanche of paper piles. Be sure to watch the video she mentions later in this article to help you create an action system that works for you!

Stephanie recognizes, as we do, that different people need different tools to help with their daily lives, including Paper Tiger Filing System and Document Management Software, which she recommends based on her clients’ needs and the way that they work. She understands that every person is different and requires systems that work for them.

Productive & Organized - We'll help you find your way.™

Your desktop, and frankly any other horizontal surface, are the hardest places to keep clear of paper.  Bills to pay, to-do lists, event invites, magazines you have been meaning to read, orders you need to fill, and the list goes on and on.

Often, we keep things “out” – either spread around or stacked – on our desk and other surfaces because we don’t want to forget to do something that we have deemed important or don’t want to forget.

Today I’ll share 3 tricks that have worked for me and my clients.Three tips for paper piles

Paper Pile Elimination Trick 1 – Ask “What is the Next Action?”

Think VERB.

Rather than thinking of your papers in terms of a topic or a list of things that you need to do, think in terms of “next action.”  You may have many things that ultimately need to happen with a particular piece of paper, but by only thinking of the next action, you can eliminate overwhelm and process your paper faster. (If there is no action necessary, skip to trick #3)

Once you have determined the next action, either write it directly on the paper, or attach a sticky note to the page with the next action you need to take.  If you know the information, also write down how and when you will best perform that action.  By writing down the action you need to take, you will save yourself loads of time later when you pick up the paper again!  Why rethink about an action over and over when you can decide once and move on?

Example:  I was working with a client the other day and we were going through his paper work.  He picked up a piece of paper that contained a name and phone number of a contact.  He told me that his next action was to make a phone call to that person for a project they were working on together.  I then asked him if he had everything he needed to make the call successful.  No.  He didn’t.  He had to do some quick research first.  So, the next action was not the phone call, it was the research.

Paper Pile Elimination Trick 2 – Create an Action System

Once you know the next action needed, sort / organize by VERB.

When you have action items, it is OK to mix various project or topics as long as they are organized by the type of action you need to take.

Create an Action System!  Action Systems come in a number of different forms.  One way is to label file folders with each Verb and store your papers in those file folders on your desk in a vertical file holder (the graduated kind where you can see all of the file tabs is best) or you could use the Pendaflex PileSmart Organizer.  This way, the items are stored in an orderly fashion until you make time to take action. You might have something like this:

– Call

– Write

– Review/Decide

– Pay

For a detailed look at how that might work for you, check out the video I did on YouTube a while back – Creating an Action Filing System for the Way You Work.

The Action System is great to keep things looking neat, but you must actually open the folders and take action to get the full benefit!  By taking action by verb or type of action, you will eliminate multi-tasking, save time and increase concentration.  If possible, it is best to empty each folder in one sitting.  Once you have completed the action, ask “What is the next action?” and file accordingly.

Example: The paper my client had identified with the contact and phone number originally went into a “Research” folder.  Once he had completed the research, he added that information to the paper and moved the page from “Research” to the “Call” folder.  When the call was complete, he would either toss the paper, or file it into permanent reference or assign it a new action based on the results of the call.

Paper Pile Elimination Trick 3 – Create a Quick Reference

Sometimes we keep papers on our desk because there is information that we want easily accessible but there really isn’t an action needed.  Start by making sure that the information really is needed for quick reference.  If you don’t need the information on at least a weekly basis, file it away in your permanent reference files.

The fastest way to create a quick reference system is to get a 1 – 1 1/2 inch binder and a numbered tab system.  Either 3-hole punch each page or put them in sheet protectors.  Each topic gets its own number.  At the front of the binder, have an index to tell you what each number represents.  You might have something like this:

1 — Emergency Contacts

2 — Service Providers

3 — Passwords

4 — Product Codes

and so on.

Decide, Process & Build Your Business!

Once you have your Action System and Quick Reference system in place, it is a matter of consistently asking yourself “what is the next action” and then processing the paper.  These small decisions will help you keep the paper piles under control and eliminate avalanche concerns.  Before you know it, you will be getting things done rather than pushing papers around your desk!

If you would like help getting all of your paper piles figured out and systems put in place that match the way you think and work, let’s talk!

To your success!
Steph blue

Reprinted with permission

About the Author:

Stephanie Calahan is The Business Vision Catalyst and founder of Calahan Solutions, Inc. She works with purpose-driven entrepreneurs, visionaries, coaches, consultants, health practitioners, authors, speakers and all sorts of remarkable service professionals who are experts in their field, to help them embrace their brilliance, leverage their business and get their message out with power, ease and joy; so that they can make a powerfully positive difference in the world, exponentially grow their income and enjoy a highly-successful and meaningful business… while working less. Learn how you can have more freedom in your life! http://www.StephanieCalahan.com


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