Electronic Records Management

Electronic Records Management

Electronic Records Management is about what you have electronically, where to find it, and how long to keep it.

I can assist you with the following:

Example of File Structure for Certificates
  • Scanning of physical records (send and collect by courier / or your company driver)
  • Creating a Naming Convention to standardize the naming of electronic records.
  • Creating a File Plan to ensure the efficient and logical filing of electronic records.
  • Email Management (cleaning your inbox, labeling, and sorting of messages)
  • Creating and maintaining contact lists (customers, employees, etc.) in Excel
  • Address Book Management (delete/consolidate duplicate entries, categorize, flag missing information)
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