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Electronic Document Filing Options

My electronic filing used to drive me crazy. I previously used a program that while it was good for a while, recent upgrades and price increases – combined with glitchy performance – left me looking for a better option.

 I found FileCenter Professional and I love it!  Once I started using it I immediately recognized how perfect it was for my situation and have never looked back. I uninstalled that ‘other software’ and waved bye-bye.

Its easy to scan, file, rename, append, prepend, scan to OCR, edit pdf’s, email files, and so much more! Plus you can scan your entire system and replace the File Explorer with FileCenter. LOVE IT! Organizing your computer files is now a dream!

FileCenter Professional Screen Shot

FileCenter Pro screenshot

Its so helpful to be able to edit PDF files right in FileCenter – and open Microsoft files in their native programs. Its an amazing system and I’m still finding out more things I like about it.

Run and grab your lifesafer today!

Effortless Collaboration with Shared Folders

Effortless Collaboration with Shared Folders

Managing a project that requires a lot of back and forth of files is a harrowing experience. Email works for the first round or maybe two, but after that, it quickly gets out of control. You’re working on version “c” while your client is already on version “e” and soon important revisions and notes are lost.

A better way to work from a single document is to simply add files to a shared folder. This way, as you or your client make changes, they’ll appear in real-time, leaving no doubt about which version anyone has, or what changes were made when.

There are several players in the folder sharing market, making it easy to find one that will work not only for you but for your clients as well.

Dropbox

A favorite in the shared folder race is Dropbox. The simple setup and generous amount of free storage space (2GB) make this a top choice for many people even if sharing files isn’t on their minds. If you work from multiple computers, need access to files on your mobile phone or iPad, or just want the extra security of knowing your important documents are backed up in “the cloud” then Dropbox is a good option.

The free version includes 2GB of storage space, which is plenty to get you started, but you can earn more space by Tweeting about Dropbox, referring friends, and connecting other applications. You can also upgrade to 100GB for around $10 per month.

Google Drive

Not surprisingly, Google has its own document sharing system. Formerly Google Docs, Drive now operates similar to Dropbox in that you can view your files in a folder on your computer. However, opening a file requires a web browser and the use of Google Apps. If you want to edit a spreadsheet in Excel, you’ll have to download it first.

Google Drive offers more free space than Dropbox does, starting out with 5GB. Upgrades are less expensive as well, with 100GB available for just $5 per month, compared to Dropbox’s $10 fee.

One noteworthy difference between Dropbox and Google Drive is how files are stored. With Dropbox, files exist both on your computer and in the cloud, meaning you can work on them without an internet connection. As soon as Dropbox detects a change to a document, it syncs the new version with that on the Dropbox server. If you and your client are both working on a file at the same time, this can result in a “conflicted copy” showing up in your Dropbox.

Google Drive is different in that only one copy of each file exists. When you’re working on a file, you’re actually editing that file on Google’s server. You can see this in action if you have a file open that your client is working on – you’ll be able to watch as she makes changes.

There are a variety of other file sharing services available as well, and chances are your clients will have their own preferences, so you’ll likely use several in your business. But to start out, Dropbox and Google Drive offer a simple solution for collaborating with others, or just sharing files between computers.

Plan Your Time More Effectively With Shared Calendars

Plan Your Time More Effectively With Shared Calendars

We’ve all been there—stretched too thin, with more work than we have time, and suddenly an important deadline is missed. And if you’re a busy VA with lots of clients, that might happen more than you like, unless you have a trusted system for tracking due dates.

Google has the answer for you: Shared calendars.

All Your Important Appointments in One Place

Few things are a bigger time-suck than having to check and reconcile multiple calendars and apps just to see what’s on task for the day. When clients use different project management systems to record their deadlines, it can be challenging to remember to log in and check on your due dates.

But Google calendars synchs with any app that creates an iCal feed, so you can easily “subscribe” to your task lists and have them appear all in one place.

Not only that, but by sharing a calendar with clients, you can see what projects and appointments they have in the works as well, so you can plan accordingly. If your client is presenting at a telesummit, for example, you’ll know ahead of time and can keep that in mind when scheduling her social media or creating blog posts.

Time Blocking Ensures Critical Work is Completed On Time

Aside from knowing what’s on everyone’s schedule for the coming days and weeks, a calendar is a fantastic tool to help ensure all your important work is done. By setting aside time in your day to actually complete projects using a system known as time blocking, you’ll know exactly when you can get to that next project. No more guesswork or late nights trying to catch up when you overbook yourself.

Time blocking works by actually setting appointments with yourself. If you have a project to complete, and you know it will take you two hours to do, you make an appointment. The key though, is that these appointments are sacred. You cannot use time blocking as a suggestion, you have to treat it as an unbreakable appointment, otherwise it becomes just background noise that you’ll ignore.

Set your “appointments” with a reminder (either a pop-up or an email) and you will never have to ask yourself “What’s next?” You will always know, and you’ll find that you’re much more productive and efficient, too.

Access Anywhere for On-the-Go Productivity

Not in your office? No problem. Google calendars are available at any time from any of your devices, so you’ll always know what’s happening. Unlike printed planners, you won’t have to remember to take it with you, you can’t lose it, and you can check appointments and tasks not only for yourself but your clients as well, no matter where you are.

A calendar is a basic tool that every productive virtual assistant should master. Sharing calendars with your clients will make your job easier (and make you a superstar in their eyes), but you have to make use of it. Getting in the habit of using a calendar can be a challenge. If you’re not accustomed to it, then make it a point to check your calendar first thing in the morning and last thing at night. Set reminders for yourself if necessary, until it becomes a habit. You’ll soon find that you truly cannot live (or work) without your calendar.

Customer Comments

"I want to take this opportunity to extend not only my sincere thanks but also a commendation for your beautifully detailed custom design work that you proposed for the South Wynde Planning Associates logo idea. Your warm mannerism put me completely at ease, and I can't remember when a business transaction seemed more like a friendly conversation of bouncing ideas back and forth as when I worked with you and your firm.  Imagine my surprise and delight when you managed to define and expand upon such a loosely defined idea and turn it into a living, breathing entity and it was more elegant than I ever imagined it could be! After talking more at length with you, I did a very thorough job of reviewing your website, and I must say how very impressed I was with all of your pages - design AND text! You should be very proud for having such a wide array of services that are being presented so beautifully."
Renee K. Smith, South Wynde Planning Associates, Stephens City, VA -

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