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Posts Tagged ‘document management software’

Document Management System To Help With Your Office Move

Friday, July 30th, 2010

Moving offices is a huge undertaking. The larger your organization is, the more complicated it will be to move. It could take you months of planning and involve a lot of people in order to make a smooth transition. Something that you really need is a resource management system or indexing system, like Paper Tiger Document Management Software and Filing System to help you move your office.

By implementing such a system at this point, you’ll save a lot of time and effort by getting rid of unnecessary files and streamlining systems, so your operations will run more smoothly when you complete the big move. This is also a perfect time to reevaluate all of your files and determine one of three actions for every file.

Your choices will be action, archive, or discard. This is a vital component of the move, because the new filing system will be able to tell everyone where files are located as nothing will be the same as it is in the current office. Better to have one upheaval than two.

This document management system will greatly reduce the amount of files needing to be moved. This will be cost effective and give you more space to utilize in other ways. It will also mean less time wasted on filing and retrieval of documents because it will be much more user friendly. In addition, it’s vital that files are packed and transported securely so you don’t breach privacy or confidentiality.

If you’ve been using an archaic filing system up until this point, it’s the ideal chance to upgrade to a more practical document management system. Instead of the old alphabetical or numerical system, use a personalized system for naming files. This will cut out all duplication due to different people using different titles for the same type files. And because everyone has access to the same files, it’s easier to organize.

Note Where Each Box Or Item Should Be Placed In The New Location

Implementing this indexing system prior to your move will not only allow you to index your paper files, but books, training manuals, CDs, DVDs, etc. Another broad category you can list in this indexing system is all office furniture including: desks, chairs, filing cabinets, bookcases and tables. Then you have all the electrical equipment such as: computers (and their accessories), printers, photocopiers, fax machines, shredders, microwaves, refrigerators, etc. There’s also the copious quantity of stationery and office supplies to pack as well.

Don’t forget to index all the moving boxes ensuring all contents in each box are input into the keywords section. You should also note where each box or item should be placed in the new location.

You Need a Detailed Plan

It’s important to create a very detailed plan so that every aspect of the move is carefully coordinated in an efficient manner. You also need to ensure that as little downtime as possible occurs in order to maintain your high standard of customer service. It’s a wise idea to appoint one or more people to act as moving coordinators so there’s less disruption to the regular work.

One major component to consider is transportation. Generally, you hire a moving company that specializes in this sort of work. However, their job is simply loading, moving and unloading trucks. It’s your responsibility to ensure everything is planned perfectly so the move is seamless and everything gets placed in the new location as it should.

To be efficient, you need to create a master plan and be able to have paper and computer based copies, because during the downtime, you’ll still need access to it.

The coordinator(s) can update the moving plans as new things are added. They should be thoroughly familiar with the new premises and design a floor plan of where everyone will sit and where all furniture will be placed so moving day runs like a well-oiled machine. It’s generally recommended to choose either Thursday or Friday for the move so you have the whole weekend as well.

The coordinator(s) can design documents relating to check lists, FAQs about the move and people’s availability to assist with the move itself. It’s important to have enough manpower or the move will take much longer than necessary. The coordinator(s), I.T. people, the PABX supplier and other phone people will be required to ensure phones, cabling, computers and the Internet are all working as quickly as possible.

Obviously not everyone will be set up at workstations and fully functioning at the same time. The coordinator will have to liaise with management to ensure that the minimum number of people are needed to maintain customer service are there and set up, complete with all workstations, and able to work until everything else is settled.

Implement Paper Tiger Today and Save Money!

Unless you want absolute chaos, you really need Paper Tiger Document Management Software and Filing System to help you move your office. You’ll have instant access to where every document and office inventory are located, because you were wise enough to implement the system to prepare for the move. It’s estimated that people waste 150 hours per year just looking for lost information, so you’ll save money too!

10 Great Reasons to Move to Paper Tiger Online!

Friday, July 23rd, 2010

Outlined below are 10 great reasons to move to Paper Tiger Online for your document management and filing system needs!

1. FILE or FIND from ANYWHERE – See your data no matter where you are. For example, if you are on a business trip and need to have a document sent to you or if you want to catch up on some filing while at home, Paper Tiger Online makes this very easy!

2. SHARING – COMING SOON! When it comes time to add others in your office (an administrator, co-workers, managers, etc.), Paper Tiger Online makes this a 60 second process! It could not be easier to share the information in your office. There is no computer networking or IT hassles to deal with, just decide who you want to add to your Paper Tiger Online account and presto…the new user is added to the account. You can even control what level of access that they have and what data they can see and/or modify.

3. ANY DEVICE or ANY BROWSER or ANY OPERATING SYSTEM (OS) – Paper Tiger Online runs on the Web (“In The Cloud”). So, it will work great with any web enabled device (Apple iPad, Apple iPod Touch, Apple iPhone, Google Android phones or any other Web enabled device). It also works with almost any browser and on any operating system (including Windows, Mac or Linux).

-Internet Explorer 7 and newer
-Mozilla Firefox 3 and newer
-Safari 3 and newer
-Google Chrome 4 and newer

4. NO SOFTWARE – There is no software to install and all the updates to the system, including on-going feature enhancements, just automatically appear. You don’t have to do a thing to maintain the product. No more worries about which operating system works with which product or what software conflicts with what product, etc. Paper Tiger Online makes filing SIMPLE!

5. AUTOMATIC BACKUPS & EASY EXPORT – Paper Tiger Online is housed at the industry leading IT hosting provider Rackspace. Rackspace is a publicly traded IT hosting company (NYSE symbol RAX) servicing over 80,000 products like Paper Tiger Online. Your data is automatically backed up and security, as well as system up-time, are their primary concerns. In addition, you can easily export a copy of your data from Paper Tiger Online to your local computer at any time, just for safekeeping.

6. EASY CONVERSION – If you are a Paper Tiger Desktop customer, your existing data will be converted and uploaded into Paper Tiger Online. The entire process takes about 10 minutes and we are standing by to help you, if you need assistance.

7. FEATURES – Paper Tiger Online currently has a more intuitive interface, is much easier to use, is faster, better tab support and more robust help functionality. This is just the beginning. There are many exciting features planned for the new Paper Tiger Online. These new features, as they are released, will automatically appear in your system. You will be notified of new features as they are made available.

8. LOWER COST – When you and/or your staff’s time are considered, it is much less expensive to run software “In The Cloud”. You and your team are relieved of any and all computer/software/IT hassles. The system SIMPLY WORKS! Paper Tiger Online is very low cost…teams can be on the system for a few dollars per person/per month. Paper Tiger Online will be there for you when you need it and you don’t have to spend any of your time worrying about software!

9. SPECIAL PRICING & CANCEL ANYTIME – As an existing Paper Tiger Customer, if you subscribe to Paper Tiger Online Pro yearly plan by September 7, 2010, you will receive a 30% discount off of the regular monthly amount. Best of all, the price you pay is locked in for as long as you have your account active. We will not raise your annual cost! You can try Paper Tiger Online and cancel at any time. If you Sign Up for an annual plan and cancel, you will receive a prorated refund. Monthly or Annual, you will not be billed further. No gimmicks…just a straight forward good deal.

10. START IN 60 SECONDS! – setting up an account in Paper Tiger takes just 60 seconds! You will find the process SIMPLE and PAINLESS…almost FUN! Just like you will find using Paper Tiger Online every day to manage the paper in your life! Give it a try…we think you will Love It.

The Monticello Corporation Announces – “Paper Tiger Online Software”

Tuesday, July 20th, 2010

Do you hate filing? Now you can Find Anything in Your Office in 5 Seconds or Less…Guaranteed! The number one paper management software product is now “in the cloud” – Paper Tiger Online is now available & customers can sign up for a FREE FOREVER account in 60 seconds!

Atlanta, GA (PRWEB) July 20, 2010 – Paper Tiger Document Management Software & Filing System has set the standard for helping companies and individuals get control of something they hate…filing the paper on their desk & in their office. First launched in 1998 as a desktop software product, Paper Tiger software is now “in the cloud” and available worldwide on the Internet (SaaS – software as a service).

Now anyone can start solving their problems with the paper in their office in under 60 seconds for FREE. If a messy desk is your problem, if your alphabetic filing system breaks down each time you have staff turnover, if members of your team want to be able to quickly and easily share information in the office or if you are wasting too much time each week looking for lost information, then Paper Tiger Online could be just what is needed. The new filing system product is designed for anyone who wants to get a better handle on the paper-based information in the office. Currently tens-of-thousands of organizations worldwide use the existing desktop (client) version of Paper Tiger software.

Paper Tiger Document Management Software and Filing System is a very powerful, yet simple indexing system for paper office files. It works like a search engine for paper files to help companies and individuals stay organized! People using the software can save over 150 hours per year by eliminating the time-consuming task of looking for lost information. Paper Tiger Document Management and Filing System software uses the power of the computer to index the hanging file folders in office file cabinets. This method works much better than old-fashioned alphabetic methods and is a great alternative to costly and time consuming scanning and imaging solutions.

Using Paper Tiger Online, customers will be able to access their information from anywhere with an Internet connection. They will no longer have to worry about what computer they are using (Windows, Mac, Linux, etc.) or if they have backed up their data. They can even see their Paper Tiger information on the Apple iPad, Apple iPod Touch, Apple iPhone, Android phones and most other web-enabled devices. The new software works with almost any Internet browser (Internet Explorer, Firefox, Safari, Chrome, etc.) Adding an additional member of their team to Paper Tiger Online is so easy, it just takes a minute and there are no networking/technical hassles!

“Finally, everyone including our Mac customers, can use Paper Tiger software. With our FREE FOREVER account, anyone can start using the software in under 60 seconds by going to our website!”, says James D. Grady, President & CEO of The Monticello Corporation, the makers of Paper Tiger Document Management and Filing System software. “Our total focus with Paper Tiger Online was to make filing & managing paper much easier to do. People want to stay organized & clear the piles of paper off their desk, but not spend their life doing it.”, Grady continues.

Tens-of-thousands of companies, government agencies and non-profit organizations around the world use Paper Tiger Document Management and Filing System software to get organized and manage their office filing tasks much more productively. What most people do not know is that there are only 5 things you can do with a piece of paper – (1) Toss It (2) Stack It (3) File It Alphabetically (4) Scan It or (5) Index It using a product like Paper Tiger Document Management and Filing System software. The paperless office never quite made it to reality, alphabetic methods quickly break down and become out-of-date, and scanning solutions are costly and very difficult to implement. Also, many documents (signed contracts, presentations, etc.) must be kept in their original paper form. Some people are uncomfortable with scanning documents due to the possibility that they could lose everything in the event of a technical malfunction. For a complete list of these options and the pros and cons of each, see our Document Management Decision Guide.

About The Monticello Corporation, makers of Paper Tiger Document Management and Filing System software.

Founded in 1995, The Monticello Corporation’s mission is to enhance its customers’ businesses and personal effectiveness by providing the training, tools and motivation to help them solve their problems with filing and document management. The company’s main product, Paper Tiger Document Management and Filing System software, was created as a type of inventory management system (like a chart of accounts) for physical hanging files (you know, the green, yellow, blue and red ones in your file cabinet!)

Monticello got its name from the legendary home of Thomas Jefferson, U.S. president from 1801-1809. An avid collector of books and music, Jefferson transferred his personal library of more than 6,000 volumes to the Library of Congress in 1815, doubling its size and permanently expanding the scope of its collections.

Legal Record Keeping Doesn’t Have To Be Complicated

Thursday, July 8th, 2010

Record keeping is a vital part of any business. Whether you’re involved with law, accountancy, human resources or taxation, thousands of records are created and need to be maintained for many years. Legal record keeping doesn’t have to be complicated.

A document management system isn’t a money making part of the business. However, accountants, consultants, lawyers, real estate agents, government, schools – no matter your type of business or organization — rely heavily on accurate records being kept. An efficient document management system, like Paper Tiger Document Management Software and Filing System gives everyone access to records when needed.

If six lawyers are all working on one major case, they’ll all need access to the same files. Instead of the old, clumsy way of having to go through filing cabinets to find them each time, each person merely has to use their keyboard to quickly locate the file and retrieve it. Once the file has been dealt with on that particular occasion, information in the system is updated and the file can be returned to its original storage place.

In professional occupations such as lawyers, doctors and accountants, regulations are changing all the time. They must also deal with an ever changing volume of local, state and federal laws and ensure they comply with them all. If they implement a smart document management system, every time a new law is passed and information is received, it can be added to the relevant files so everyone has the updated information.

The old problem of files sitting on people’s desks eternally waiting for certain documents to arrive before they can be actioned is gone. This will reduce the amount of time spent on filing and retrieval of files.

Human resources and payroll departments of large organizations rely heavily on the correct filing and retention of personnel files on a permanent basis. This is a legal necessity and is vital for the company to be able to access the records when dealing with salaries and any other personnel problems that may arise.

Businesses may operate in different states and countries where laws differ. These laws must not only be recorded and stored correctly, but be easily retrieved when necessary. Once the new software has been implemented, thousands of dollars and hundreds of hours will be saved. This time and money can be devoted to the more lucrative parts of the business.

Legal record keeping doesn’t have to be complicated. It’s in everyone’s best interest to use the most user-friendly document management system available. Your business will become far more profitable if you do so, because money and time can be focused on the important aspects of your job. The mundane filing and retrieval processes will be faster and more efficient.

Too Much Paper in Your Life DO IT F.A.S.T.!

Sunday, June 6th, 2010

by Sherry Borsheim of Simply Productive and a Paper Tiger Expert

Here’s how to you use your tickler file system. The tickler file system reminds you of important follow-up (for anything that requires your attention in the future:

  • It’s an accordion file with tabs for each day of the current month (1-31), followed by tabs for each month of the year (Jan – Dec).
  • Behind the accordion file are hanging files with tabs you can tailor to your particular repetitive actions (call, calls expected, bills to pay, discuss, data entry, expense reimbursement, read, to write, etc. See below for more details under ACT.) NOTE – you will have to purchase the plastic tabs, the hanging files and containers to put them in.
  • I believe that there are 2 reasons why people pile papers:
    1. Afraid they will never find it again; or
    2. Don’t want to act on it
  • To get in the habit of checking the tickler file system daily, I recommend that you schedule a daily “appointment” in your calendar that says “Check Tickler”. Do this at the same time everyday for a month and you will have formed a new habit!
  • You can stand the system up in a desktop file frame or place it in your desk drawer – wherever it’s easiest to check it on a daily basis.
  • No more “I’ll just set it here for now…” Now those piles of paper cluttering your desk or floor will have a new home.
  • Now you have a place for phone messages, invitations, tickets, bill receipts, claim stubs, and anything that requires action by you in the future!

There are only FOUR things you can do with paper: File, Act, Schedule or Toss. I use the acronym F.A.S.T. As you open your mail over the wastepaper basket, keep the F.A.S.T. principle in mind as you sort it accordingly.

FILE

  • Reference items are placed in a tray labeled TO FILE.
  • Filing is done on a daily or weekly basis, depending on the volume of material you accumulate.
  • Simply Productive will show you how you should set this up.
  • You can find anything you file or store in 5 seconds or less, guaranteed! The system I recommend for paper-based files is The Paper Tiger Filing System software, which combines an easy-to-use computer indexing system with proven paper management methods developed by The Monticello Corporation.

ACT

  • Items that require action are placed in your Tickler File System to be acted on later.
  • There are two components to a good tickler file system. Part of the system includes an accordion file with tabs for each day of the month (1-31) and each month of the year (Jan-Dec), followed by a tab for Future Years. The other part of your tickler system is made of individual folders labeled for specific and repetitive actions, such as:
    • Call
    • Calls Expected – a folder to put notes in for calls in which you are waiting
    • Data Entry – a place to put business cards and other things that need to be entered into your computer
    • Discuss – a folder to put notes in for weekly meetings with the same person, or if you meet with several people weekly, you may have individual folders with their names on them
    • Errands – a folder to hold coupons, shopping lists, claim receipts, etc.
    • Pay – a place to put your bills until they are paid
    • Photocopy
    • Read
    • Receipts or Expense Reimbursement – a place to store your receipts until you submit them
    • Write – a place to store thank-you cards, postage stamps, return address labels, letterhead.

SCHEDULE
Items to schedule in your dayplanner (paper planner or electronic planner).

  • Write all pertinent information in your dayplanner (Example – name of person, event, location, phone number, etc.)
  • File the paper in your tickler system for that particular day or toss it.

TOSS
Items which do not enhance your life can be immediately tossed! (NOTE: “Toss” means “get it out of here.” One form of tossing is to give it to someone else who would find it useful.)

Ask yourself these questions to determine whether or not to toss something:

  • By the time I might need this, will it be out-of-date?
  • Do I want/choose to keep this? (Notice that I did not ask if you “should” keep it.)
  • If I need it later, can I easily get it elsewhere?
  • Is it obsolete now?
  • Is it too late to do this?
  • Does anyone else care if I keep this? (Based on how important that person is to you, you may choose to keep something – such as an ugly family heirloom that does not fit your decor – because of its value to someone else.)
  • For bills already paid, am I keeping them just because, or is there any benefit to keeping them? Consider the following:
    • If you own your own business, keeping the bill for business expenses will be helpful if you get audited and need to prove legitimate expenses.
    • If these are personal bills that are not tax-deductible, identify if there is any benefit to keeping them.
    • You can deduct medical bills if they total a certain percentage of your income for the year. For most people, medical bills are not deductible because the percentage is too low.
    • Keeping the bill itself will not prove that you paid it. If you pay by check or electronically, you have a paper or electronic trail to prove that you’ve paid the bill.
    • If you are keeping bills to help you with your budget process, you may benefit from using a software program like Quickbooks to help track your expenses. Once you enter the data into Quickbooks, you may not find any benefit to keeping the bills themselves.

About the Author

Sherry Borsheim, owner of Simply Productive, has been helping people to work smarter, not harder for years. She specializes in resolving paper, time and information management issues. To learn more about eliminating the paper pile-up and in vastly improving your productivity, contact Simply Productive at 604-233-7076.

Article Resource: Too Much Paper in Your Life DO IT F.A.S.T.!

Your Document Management System Can Be Environmentally Friendly

Friday, June 4th, 2010

Organizations face many tough choices in today’s business world. The struggle to keep up with new advances in technology and reduce carbon emissions is difficult. There is always pressure to cut costs and increase productivity. The positive news is that your document management system can be environmentally friendly whilst still being cost effective.

Whether you believe that global warming is an issue for the planet or not, it’s everyone’s responsibility to do all they can to minimize the impact their business has on the environment. Typical offices waste a lot of paper and power needlessly. This can easily be rectified by making some smart business decisions.

The First Step – Standardization

The first change should be to implement an intelligent document management software system, like The Paper Tiger Document Management Software and Filing System, that can eliminate the need for waste, save money, reduce power usage and increase productivity. If such a system is put in place, your current method of filing would change completely. Standardize the way that all files are labeled and that will avoid unnecessary duplication. Once individual documents are finished with, they can be added to the appropriate file.

Reduce Paper Usage

Because millions of documents are in different formats, they can be actioned without first converting them to paper. This immediately reduces the need for such vast quantities of paper to be used. A recent study calculated the additional costs associated with a single sheet of office paper, discovered that you have to multiply it by a factor of 30. This means that a $5 ream of paper would cost around $150. The average office worker uses around 10,000 sheets a year. One company calculated that if each of their workers saved one sheet of paper a week, they would save $700,000 per year.

If people start becoming smarter about their paper usage, the savings would be incalculable just for the paper alone. This means such signs as “think before you print” and “recycle that waste paper” should start appearing all over the office.

Documents can be edited electronically and saved on a CD or DVD for filing instead of printing because the files now have the ability to contain all formats. Paper won’t ever disappear completely, but a heavy reduction is vital.

Save Money and Boost Productivity

All staff will have access to the same filing system software and can instantly locate relevant files and documents at any time. This reduces filing and retrieval times and so decreases your overall costs while increasing productivity.

To decreases your power bill and carbon footprint at the same time, all staff should get into the habit of turning off all printing equipment when not being used. Of course, this is even more important at the end of the work day.

Once your document management system is in place and working smoothly, you won’t need as much room for file storage because everything will have been categorized in one of three ways; action, archive, or destroy. You won’t have desks overflowing with documents and files that haven’t been actioned or are just put in the “too hard” basket.

Staff will become more productive and office morale will be higher because they are able to work on more productive tasks. Proven statistics say that 20% of the work produces 80% of the revenue and 80% of the work only produces 20% of the revenue. Clumsy filing systems are time and money eaters. Now you can improve the percentages. Because of this increased efficiency and the smarter use of paper and all office equipment, your power bills should decrease as well.

The Impact on the Environment

If you stop to consider the ramifications of utilizing a more efficient document management system on other associated industries, it makes no sense to stick to the old methods. The paper industry uses vast amounts of pulp, energy and water and pump out tons of greenhouse gases. If the need for paper decreases dramatically, thousands of trees can be saved, more water can be conserved and less energy will be needed. If the number of trees being cut down is reduced, the result will be cleaner air and a healthier environment.

The Big Picture

It’s also vital to think of the bigger picture in terms of the next generation. You may not live to see the long-term effects of these necessary changes, but your children will. Should they have to live on a sick planet because their parents and grandparents badly damaged the environment through carelessness?

It doesn’t matter if you’re a small business owner or the CEO of the largest corporation. If you have filing to do, remember that your document management system can be environmentally friendly while being cost effective.

Tame The Paper Filing Monsters And Boost Your Productivity

Friday, May 21st, 2010

They hide in the shadows of the shelves and lurk inside big grey tombs. They linger on desks and chairs and creep along the floors. You’ll find them reproducing at an alarming rate in every in-tray.

It’s time to tame the paper filing monsters and boost your productivity once and for all.

Nobody likes monsters, but the office world is full of them. Your inefficient filing system is a family of huge hungry monsters with ravenous appetites. They eat up hours like seconds and dollars like cents. They turn the hardest of workers into slaves and scare off the most valiant of secretaries, clerks and administrators.

However, there’s a new breed of soldier entering the arena and he’s ready to do battle with these horrendous monsters. This knight’s name is Sir Document Management System — Paper Tiger Document Management Software and Filing System, that is. He has plenty of weapons in his arsenal to help you defeat your enemies. Wherever he goes, monsters flee in terror because his reputation precedes him.

Imagine Clean Desks and Tidy In-Trays

Imagine a world, not unlike your own. A world where there are no shadows or empty, messy tombs. Imagine clean desks and tidy in-trays. Fantasize about your budget being in surplus due to an increase in productivity, the likes of which you have never seen before. Dream about staff not taking sick days because they enjoy their work.

Only the most astute of kings will have the wisdom to see past the endless years of havoc and visualize the possibilities of a new and better world free of such monsters. A world where all your people file documents of all types in exactly the same way. Retrieval of archived files becomes very easy because the information is at your fingertips. A few clicks of your mouse and you can instantly access the location of the document a secretary who left the company two years ago had archived.

This user-friendly document management software is to monsters what kryptonite is to Superman; Lethal! Staff will be more productive because they’re not wasting countless hours looking for lost files and documents for important meetings. There won’t be problems with file duplication because of the Find First feature in this filing system. No matter how the person is thinking the day they file or the day they are looking for a file, they will be able to find it within a few seconds based on the keywords input when filed.

If you implement one little concept at the same time as you initialize this system, you’ll reduce the amount of wasted dollars and man hours even further. The tip is simple. As much as possible, manage each document only once. Receive it and make one of only three choices: archive it, action it as soon as practical or discard it.

Don’t Just Shuffle Documents From One Place to Another

Don’t play the game of moving a document from a tray to a pile for further sorting and then sort that pile into more piles because that’s what you’ve probably already been doing. Why do you think the monsters came out in the first place?

Paperwork won’t ever be eradicated. Well, at least not this century, but it can be controlled more efficiently and give you back precious time to concentrate on more important tasks.

Of course, you can also control access to certain materials. By using smart document management software you’re streamlining lots of different processes and that means efficiency and productivity will rise enormously.

Another benefit to using Paper Tiger Document Management Software and Filing System is that it reduces the amount of physical storage needed. More files can be archived and stored elsewhere if that’s more convenient. The system helps you locate archived files quicker than the old fashioned way of hunting through piles and shelves and filing cabinets.

Filing will always be a major component of any office, but handling it in the smartest way possible will save time and money and help you achieve your goals faster.

So in the end, it basically comes down to a simple question. Will you remain in the cobwebbed castle with the constant shrieks and howls or will you rise up and decide to tame the paper filing monsters and boost your productivity? Sir Document Management System is only a mouse click away!

Document Retention Not What It Should Be

Thursday, May 20th, 2010

by Stephanie Calahan of Calahan Solutions, Inc. and Paper Tiger Expert

I was reading an interesting article on record retention in InnerBusiness Issues Magazine, in which Greg Dickerson of Iron Mountain wrote “The 10 Deadly Sins of a Corporate Retention.” Record management is a struggle for many companies because it is not a direct money making activity. It does not seem important until it’s too late – you need information and cannot find it. He notes 10 common errors which reflect companies’ struggles with information management. How many of them match your company? Take a look at his article to learn more.  Do you make any of these mistakes? Tell me what you think!

To your success!

Steph
Do you wonder where you can make a difference in your productivity and organization? If so, you may like our self-assessment for Personal Productivity. You will get immediate results and may even qualify for a free telephone strategy session with me.

Twitter.com/StephCalahan
Facebook.com/StephCalahan

PS: Don’t forget to keep your paper files in order with The Paper Tiger Document Management Software and Filing System, which Stephanie highly recommends and also includes in her in-person or  remote/virtual Office Miracle.

Document Management Software Brings Sanity Back Into People’s Lives

Wednesday, May 12th, 2010

In today’s workplace environment, it’s frowned upon to discriminate against anyone for any reason whatsoever. It also suggests that everyone should have the same ability to find suitable work. Employers must be seen to treat everyone fairly.

ADD/ADHD Presents Specific Challenges

People who suffer from Attention Deficit Disorder (ADD) or Attention Deficit & Hyperactivity Disorder (ADHD) often have difficulty in workplaces for many reasons. If tasks are too mundane or take too long to complete, they can become difficult for the employee to handle.

This can create feelings of low self-esteem and may trigger the desire to quit work rather than cope with it. This challenge often proves to be a large obstacle to people who suffer from ADD/ADHD successfully finding and keeping jobs, especially if they’ve had a bad experience in the past.

Having ADD/ADHD means you have a chronic illness that can’t be cured. It doesn’t turn you into a “monster with 2 heads.” You’re still a human being who deserves the same opportunities everyone else has. Having a chronic illness that isn’t obviously visible doesn’t make it any less real. Add disorganization to the specific challenges of ADD/ADHD and you get more stress than normal, lack of concentration, confusion and a sense of panic.

Bring Sanity Back With Document Management Software

The great news is that document management software, like The Paper Tiger Document Management and Filing System Software brings sanity back into people’s lives. The Paper Tiger is very user friendly for anyone needing such a system. However, people who have ADD/ADHD have an added bonus in knowing that it’s so easy to use and is very logical, which means it doesn’t require an excessive amount of effort. This means files can be saved, archived, retrieved or discarded without the stress that traditional style systems have.

To better understand how filing system software can help you, just picture life without it. Desks piled high with overflowing folders full of documents. In and out trays full to capacity with more documents waiting to be added to the files. Everyone running around scratching their heads and trying to retrieve specific files so they can get back to the more demanding work. An unwieldy alphabetical filing system that forces people to waste hours of valuable time is something that makes no sense.

This picture can be summed up in just 3 words –
COSTLY, INEFFICIENT and FRUSTRATING!

Get Organized to Increase Office Efficiency and Moral

Imagine the possibilities if your new filing system software was able to help people facing these extra challenges to better cope. Just think how much more efficiently your whole company would run.

Now close your eyes and picture a row of desks with in trays and out trays containing just a few documents. The desktops have a few files here and there, and staff members are smiling as they carry out their daily tasks. That’s an example of how much impact the implementation of the right document management system can have on your staff and the company’s bottom line.

Naturally this software isn’t just for people with health problems. It’s designed to make life easier for everyone using it. Employers will have greater confidence in implementing such a user-friendly filing system. Employees will be able to better manage their time in order to focus on the more demanding tasks.

In any workplace, teamwork is a vital component of success. Everyone has strengths and weaknesses. In a workplace, as in life, it’s up to everyone to cope with the cards they’ve been dealt. So if you can add the right document management system and increase efficiency for all, then that’s fantastic.

The one thing that people in all working environments agree on is that work should be manageable. The more user-friendly your filing system is, the better it will be for everyone.

Your IQ or mental capacity should make no difference. Knowing that user-friendly document management software brings sanity back into people’s lives, will enable you to create a better working atmosphere without breaking the bank.

The Paper Tiger Document Management Software and Filing System will get you on the right track and bring sanity to your life!

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A User Friendly Document Management Filing System Must Allow Easy Retrieval

Friday, April 30th, 2010

Every business, company, organization and government body of any description has to deal with the serious issue of document management and how best to deal with such a complex issue. Frequently the main concern is only how to file the information. However, a user friendly filing system must allow easy retrieval of all documents or files at any given time.

Retrieval is the key reason why documents must be stored in the first place. Some material has to be kept for a certain period of time for legal reasons. Other files need to be accessed regularly so that more documents can be added or amended. On some files, you will simply take action and then shred or delete them.

A classic case is a hospital. If you were a patient in a particular hospital and only had to go there twice in a five year period, you would expect the doctor to easily access your records the second time and then add current information to that existing file. He wouldn’t create a duplicate file.

There’s no reason to have a filing system that doesn’t tell you where the relevant file has been stored whenever you need it. Society revolves around legal hard copy documents for everything from birth certificates to business licenses and legal contracts for major companies. Because computers are a major part of today’s lifestyle, it’s only logical to utilize options that can now be offered to help reduce the clutter that current paper filing systems create.

You may have an office with 200 staff that all carry out different duties. They still need access to the same document management system to retrieve vital information to carry out their specific work. Many staff members may even collaborate on some files if that’s what their duties dictate. Using specialized filing system software to record the location of all files within the company will enable faster retrieval and increased efficiency.

Documents can be added to files as time passes and, if you currently use an alphabetical system, it can become very confusing and cumbersome. This is because everyone thinks differently. One person might use a business name as the title, while another uses a person’s name, and therefore duplicate files can get created and as history of that “file” grows, so does the confusion.

To avoid such problems, it’s essential to have very user-friendly document management software. Establish set criteria for the naming of files and make that a standard right through the company. Then filing, retrieval, additions to and re-filing processes will become much more streamlined and save countless hours and thousands of dollars. The staff will be more productive and your business will achieve its goals a lot faster.

If your business doesn’t use an efficient document management system, documents can be created in a variety of different formats. Apart from hard copy paper-based documents, you’ll have faxes, audio, DVD, CD and PowerPoint files. There will also be emails that may be quite lengthy and have been viewed by numerous people. These may need to be added to specific files as well.

Using document management software, you can record the location of each item and the file in which it’s stored. If any of these various formats are needed again, simply access the file by checking your computer for the location. Then you have all the relevant information in one place.

Quite often there might be regular reviews of material contained in some of the files. Instead of trying to remember them or write them in a diary that only you can see, utilize the filing system software to set reminders so that anybody can access the information and action the necessary work. This means that even if the relevant person is away sick, the work can still be carried out.

When all the files are stored and labeled correctly as per the filing system guidelines you implement, you have the added benefits of knowing who and when files have been accessed and/or action taken. Compliance with all regulatory bodies is much easier when you have tighter control over your document management system.

In addition, using an efficient document management system will enable you to reduce the office clutter. The desks that used to be piled high with files waiting to be worked on will become a thing of the past. Staff simply retrieve the relevant information they need only when they need it. They’re not confronted with that depressing pile every single day.

No matter what decision you make, remember that a user friendly filing system must allow easy retrieval or it just becomes another time waster that your business shouldn’t have to deal with.

The Paper Tiger Document Management Software and Filing System is a very powerful, yet simple indexing system that will totally revolutionize the relationship you have with your filing cabinet. The filing system works just like a search engine for your paper files!

You can start with as few, or as many, of your files as you like by simply creating your index into the software’s database and printing the accompanying labels. Then, as you add new files, simply add them to your database and you’re on your way to a more efficient and cost-effective document management solution.

Rules Regarding The Filing And Storage Of All Documentation

Tuesday, April 27th, 2010

Document management has been an integral part of every company, business and organization since each business started operations. Some have been in existence for well over 100 years, while others have only come into existence recently. To protect each organization, there has to be rules regarding the filing and storage of all documentation.

For the purposes of this article, the term “business” includes businesses, organizations, companies and all other establishments needing to keep records. Every business is different in many ways. Structure, location, responsibilities, size, accountability and nature of the business being conducted are all different facets of any business and have to be taken into consideration when creating any document storage and filing system.

Regulations Need to be Followed

Regulations are created by whatever governing body the business has to answer to, whether it’s in legal terms or with regards to personal privacy laws or policies. As an example of the latter, a hospital has a duty of care to ensure all patient records are kept confidential. At the same time, however, information needs to be easily accessible. Decisions may have to be made very quickly sometimes with regards to a patient’s health and the decision may be a matter of life or death.

Some businesses that may have been in existence for fifty years or more could have millions of records and most of them would be paper based files. This means there would be very large storage areas full of important information that may not be easily accessible because the information is pre-computer age material. Such businesses would need to facilitate a more modern approach to a document management system in keeping with current, ever changing regulations.

Rules regarding methods for record keeping can be made by Federal, State and Local governments, hospitals, universities, schools, places of worship, defense forces, major corporations, social and sporting clubs and so the list goes on and on. Because businesses interact with each other, the most sensible approach would be to use a standardized style of document indexing system.

A thorough understanding of the rules and regulations of records management that govern your particular business is vital. Any business has to comply with rules set down by various controlling bodies. The only way to ensure you comply fully is to use an indexing system that will enable you to keep total control over all records and yet have them readily locatable and accessible if required at any time.

Some laws are complex and can sometimes be intentionally vague to allow for new technology developments. There can be stiff fines and even jail time applicable for serious breaches of document management retention guidelines. CEOs, managers of large businesses and other enterprises are more frequently turning to companies that specialize in storage of document management and filing systems to help them maintain the increasing amount of information that they receive.

Ease and Flexibility

The document management system should offer great flexibility, be easily accessible to anyone needing information, be user-friendly and reduce the amount of space necessary to maintain permanent records. It shouldn’t be a tedious time-consuming task.

Intelligent Document Management Software

Record keeping in the past has been generally alphabetical, numerical or a clumsy combination of the two. Because of new technology and ever-changing rules, an intelligent document management software, like The Paper Tiger Document Management and Filing System Software, is really the best choice because of its versatility. If files can be located by simply conducting a ‘google-like’ search from your computer, it will be much easier to comply with all relevant rules pertaining to your specific business.

Disposal of Records

It’s also necessary to know how to dispose of records permanently and correctly once they’re no longer required. If this isn’t done properly, there can be serious repercussions. A certain bank discovered this the hard way when some of their old computers containing hundreds of confidential customer files went up for auction on eBay. Needless to say, there were heavy legal penalties imposed.

Businesses have different lengths of time for which records must be kept. A standard figure for most businesses is seven years. If your business operates in different states or countries, then the way you set up and maintain your document management system will be forced to comply with the rules of those states and countries.

Any system you decide to use must be able to cope with these extra complications. Technology will continue to improve and more reliance will be placed on utilizing it to replace older, more archaic systems.

Ensuring you’re following the rules regarding the filing and storage of all documentation is a mandatory part of every business and using a smart document management software, like The Paper Tiger Document Management and Filing System Software, will enable you to have the greatest amount of flexibility to cope with this enormous job.

The Paper Tiger Enhancement with Automatic Archive Option

Thursday, April 22nd, 2010

The following changes have been made to The Paper Tiger Document Management and Filing System Software to give the option to make a copy of the database backup file to a user select archive folder each time that a backup is performed.

-A checkbox field has been added to the Database Backup Manager Form to set up the archive folder. Go to File, then Database Backup Manager.

-Click the Auto Archive check box.

-Click on the Browse button to select an Archive Folder where you wish to place the archived database.

-Select the folder and click on OK to return the Database Backup Manager Form.

The selected folder will be displayed next to the Auto Archive check box. Each time a backup is performed, a copy of the backup file (.BAK) will be written to the folder.

You can also define the Auto Archive folder by going to the Edit/ Preference menu and click on the Shutdown Tab. The Auto Archive fields work the same as on the Database Backup Manager Form.

Efficient Record Keeping is Enormously Versatile

Friday, April 16th, 2010

There’s a strong need for a complex and sophisticated form of document management for all businesses, no matter the size. However, this is not the only way in which such a system can be used.

There are plenty of non-profit organizations and individuals who have a need to keep accurate records in an easy to use filing system that will enable them to locate material, or see what they actually have in their collection, whenever necessary.

Individuals may have a collection of old vinyl records that they want to keep preserved safely. Other people have cd collections of music, talking books, relaxation cds, DVD collections of favorite movies and TV series and even memorabilia related to any of the aforementioned materials.

Keep Accurate Records of Collectors Items and Many Other Things!

With an efficient indexing system, like The Paper Tiger Document Management Software and Filing System, that is versatile enough to handle all different formats of stored information, this will allow people to keep accurate records of their collections. Such collections are often kept stored safely away from any possible threats, whether it’s from burglary, or fire. Bank deposit boxes are a great way to keep important material and also a hard copy of the indexing system you utilize.

Book, stamp and coin collectors are notorious for keeping meticulous records of all the items in their collection so they can confidently keep looking for more treasures to add to the ever-growing collections. But it’s impossible for them to remember every single item they own before making any purchase.

A well organized indexing system will allow them to label files according to their own specific needs, so a quick glance can show if they already own the rare coin or particular book they see advertised somewhere and may want to purchase.

There are many other types of collectors that need to keep records of their collections, as well as other pertinent facts. Antiques, certain kinds of hobbies such as trains, toy cars, dolls, gem stones and more are all considered to be valuable collections to their owners. Being able to instantly see what your collection has in it by hitting a few buttons on your keyboard or reading the hard copy file is a necessity.

You may have a number of different medical problems, some of them going back years. Using this smart system means you can keep all items including test results, x-rays, other scans and receipts in one place. You never know when you’ll need a particular piece of paper or test result and this system puts everything at your fingertips.

Medical laboratories can use this type of system to catalog and store specimen samples and test results for easy location when needed in the future. Because there are a wide variety of different medical uses, having a standardized system allows for everyone to use the same method and therefore makes retrieval of vital data and specimens much easier, especially if numerous people use the same information.

You may be involved in a complex court case and have lots of different documentation. Indexing this information can help you file documents away for future reference rather than having to carry it all around with you. Some court cases can drag out for years and the files could be on a range of topics including: legislation, personal documents relating to the claim, expenses and specifics regarding what caused the legal wrangle in the first place. Document management software can be easily implemented to help keep track of where a file can be found.

Keep Track of Archives, Home Contents, Moving or Storage Boxes

Archiving of material becomes a much easier process when using document management software. These archived files and documents can then be stored somewhere off site in a secure place, which means if your current location has problems such as a fire, theft or power outage, the archived files won’t be affected.

When moving, you can label every packing box to know instantly what’s in each box and, after arriving at your destination, they can be quickly put in the correct rooms. It’s also handy if you have to keep possessions in storage for a while.

Most people have home and contents insurance. However, would you remember exactly what you had if your house burnt down? You can create a file detailing all of your possessions, their value, brands, etc. so it’s easier to deal with if the worst does happen. You can also use this if you have a wine cellar. You can easily update this as you make new purchases.

Efficient record keeping has enormous versatility in its options and so the benefits are invaluable for business people and individuals alike. These are only some of the possible uses but it’s a powerful example of how many different ways the right document management system can be utilized.

The Paper Tiger Document Management Software and Filing System is the right choice to index and catalog anything you can put a number on. See also our blog for The Many Uses of The Paper Tiger.

Tax Record Retention Guide

Friday, April 16th, 2010

This article from Greenstein, Rogoff, Olsen & Co is a great source for Storing tax records: How long is long enough? First you have to decide what paper files to keep and how long to keep them. Document your retention schedule so you don’t have to decide each year what’s best for your situation, then set up your filing system to accommodate when you need to declutter your files by archiving or shredding. Remember to use the Action Date function in The Paper Tiger Document Management Software and Filing System to help you in the life-cycle of your document management retention schedule.

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Tax Record Retention Guide

April 15 has come and gone and another year of tax forms and shoeboxes full of receipts is behind us. But what should be done with those documents after your check or refund request is in the mail?

Federal law requires you to maintain copies of your tax returns and supporting documents for three years. This is called the “three-year law” and leads many people to believe they’re safe provided they retain their documents for this period of time.

However, if the IRS believes you have significantly under-reported your income (by 25 percent or more), or believes there may be indication of fraud, it may go back six years in an audit. To be safe, use the following guidelines.

Business Document To Keep For One Year
• Correspondence with Customers and Vendors
• Duplicate Deposit Slips
• Purchase Orders (other than Purchasing Department copy)
• Receiving Sheets
• Requisitions
• Stenographer’s Notebooks
• Stockroom Withdrawal Forms

Business Documents To Keep For Three Years
• Bank Statements and Reconciliation’s
• Employee Personnel Records (after termination)
• Employment Applications
• Expired Insurance Policies
• General Correspondence
• Internal Audit Reports
• Internal Reports
• Petty Cash Vouchers
• Physical Inventory Tags
• Savings Bond Registration Records of Employees
• Time Cards For Hourly Employees

Business Documents To Keep For Six Years
• Accident Reports, Claims
• Accounts Payable Ledgers and Schedules
• Accounts Receivable Ledgers and Schedules
• Cancelled Checks
• Cancelled Stock and Bond Certificates
• Employment Tax Records
• Expense Analysis and Expense Distribution Schedules
• Expired Contracts, Leases
• Expired Option Records
• Inventories of Products, Materials, Supplies
• Invoices to Customers
• Notes Receivable Ledgers, Schedules
• Payroll Records and Summaries, including payment to pensioners
• Plant Cost Ledgers
• Purchasing Department Copies of Purchase Orders
• Sales Records
• Subsidiary Ledgers
• Time Books
• Travel and Entertainment Records
• Vouchers for Payments to Vendors, Employees, etc.
• Voucher Register, Schedules

Business Records To Keep Forever
While federal guidelines do not require you to keep tax records “forever,” in many cases there will be other reasons you’ll want to retain these documents indefinitely.
• Audit Reports from CPAs/Accountants
• Cancelled Checks for Important Payments (especially tax payments)
• Cash Books, Charts of Accounts
• Contracts, Leases Currently in Effect
• Corporate Documents (incorporation, charter, by-laws, etc.)
• Documents substantiating fixed asset additions
• Deeds
• Depreciation Schedules
• Financial Statements (Year End)
• General and Private Ledgers, Year End Trial Balances
• Insurance Records, Current Accident Reports, Claims, Policies
• Investment Trade Confirmations
• IRS Revenue Agents’ Reports
• Journals
• Legal Records, Correspondence and Other Important Matters
• Minutes Books of Directors and Stockholders
• Mortgages, Bills of Sale
• Property Appraisals by Outside Appraisers
• Property Records
• Retirement and Pension Records
• Tax Returns and Worksheets
• Trademark and Patent Registrations

Personal Document To Keep For One Year
• While it’s important to keep year-end mutual fund and IRA contribution statements forever, you don’t have to save monthly and quarterly statements once the year-end statement has arrived.

Personal Documents To Keep For Three Years
• Credit Card Statements
• Medical Bills (in case of insurance disputes)
• Utility Records
• Expired Insurance Policies

Personal Documents To Keep For Six Years
• Supporting Documents For Tax Returns
• Accident Reports and Claims
• Medical Bills (if tax-related)
• Property Records / Improvement Receipts
• Sales Receipts
• Wage Garnishments
• Other Tax-Related Bills

Personal Records To Keep Forever
• CPA Audit Reports
• Legal Records
• Important Correspondence
• Income Tax Returns
• Income Tax Payment Checks
• Investment Trade Confirmations
• Retirement and Pension Records

Special Circumstances
• Car Records (keep until the car is sold)
• Credit Card Receipts (keep until verified on your statement)
• Insurance Policies (keep for the life of the policy)
• Mortgages / Deeds / Leases (keep 6 years beyond the agreement)
• Pay Stubs (keep until reconciled with your W-2)
• Property Records / improvement receipts (keep until property sold)
• Sales Receipts (keep for life of the warranty)
• Stock and Bond Records (keep for 6 years beyond selling)
• Warranties and Instructions (keep for the life of the product)
• Other Bills (keep until payment is verified on the next bill)
• Depreciation Schedules and Other Capital Asset Records (keep for 3 years after the tax life of the asset)

The Monticello Corporation Announces – “The Paper Tiger Online” and Is Giving Away an Apple iPad to Celebrate!

Tuesday, April 13th, 2010

The number one paper management software product is now “in the cloud” – The Paper Tiger Online is now in beta testing and soon to be released!

Atlanta, GA (PRWEB) April 14, 2010 — For the past fifteen years (since 1995), The Paper Tiger Document Management Software & Filing System has set the standard for helping companies and individuals get control of something they hate…filing the paper on their desk and in their office.  Now, The Paper Tiger software is being put “in the cloud” and made available worldwide on the Internet (SaaS – software as a service).

Now anyone can start solving their problems with the paper in their office in 30 seconds or less.  If a messy desk is a problem, if members of your team want to be able to quickly and easily share information in the office or if you are wasting too much time each week looking for lost information, then The Paper Tiger Online might be for you.  The new filing system product is designed for anyone who wants to get a better handle on the paper-based information in the office.  Currently tens of thousands of organizations worldwide use the existing desktop (client) version of The Paper Tiger software.

The Paper Tiger Document Management Software and Filing System is a very powerful, yet simple indexing system for paper office files. It works like a search engine for paper files to help companies and individuals stay organized! People using the software can save over 150 hours per year by eliminating the time-consuming task of looking for lost information. The Paper Tiger Document Management and Filing System software uses the power of the computer to index the hanging file folders in office file cabinets. This method works much better than old-fashioned alphabetic methods and is a great alternative to costly scanning and imaging solutions.

Finally, everyone including our Mac customers can use The Paper Tiger software.  We are excited to have an online solution that makes it so easy for our customers to start solving their problems with paper!”, says James D. Grady, President & CEO of The Monticello Corporation, the makers of The Paper Tiger Document Management and Filing System software.  “Starting a new FREE account with The Paper Tiger Online takes about 30 seconds and can save a businessperson 150 hours per year in lost productivity trying to find the paper in their life”, Grady continues.

Tens of thousands of companies, government agencies and non-profit organizations around the world use The Paper Tiger Document Management and Filing System software to get organized and manage their office filing tasks much more productively. What most people do not know is that there are only 5 things you can do with a piece of paper – (1) Toss It (2) Stack It (3) File It Alphabetically (4) Scan It or (5) Index It using a product like The Paper Tiger Document Management and Filing System software. The paperless office never quite made it to reality, alphabetic methods quickly break down and become out-of-date, and scanning solutions are costly and very difficult to implement. Also, many documents (signed contracts, presentations, etc.) must be kept in their original paper form. Some people are uncomfortable with scanning documents due to the possibility that they could lose everything in the event of a technical malfunction. For a complete list of these options and the pros and cons of each, see our Document Management Decision Guide.

The new Paper Tiger Online is currently in beta testing and should be available in the next 60 days.  Professional Organizers, Virtual Assistants and all interested people are invited to join the beta testing program.  To celebrate The Paper Tiger Online now working for our Mac customers, we are giving away an Apple iPad approximately every 60 days. Go to The Paper Tiger website for more information on The Paper Tiger Online.

About The Monticello Corporation, makers of The Paper Tiger Document Management and Filing System software.

Founded in 1995, The Monticello Corporation’s mission is to enhance its customers’ businesses and personal effectiveness by providing the training, tools and motivation to help them solve their problems with filing and document management. The company’s main product, The Paper Tiger Document Management and Filing System software, was created as a type of inventory management system (like a chart of accounts) for physical hanging files (you know, the green, yellow, blue and red ones in your file cabinet!)

Monticello got its name from the legendary home of Thomas Jefferson, U.S. president from 1801-1809. An avid collector of books and music, Jefferson transferred his personal library of more than 6,000 volumes to the Library of Congress in 1815, doubling its size and permanently expanding the scope of its collections.

Contact:

James D. Grady
President/CEO, The Monticello Corporation
www.thepapertiger.com
Toll-free Phone: 866-701-1561


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