The WorkPak
System contains templates and
instructions for:
-
File Index.
A complete file index that you can use as a guide to create your own
filing system. You can customize it to fit your business or job, but most
of the work is already done. (Includes separate document with
instructions.)
-
Blank hanging file
folder labels.
Type the labels using your computer and print them out onto regular
printer paper. Labels are already sized for the 1/5” cut plastic tabs.
Dotted lines indicate where to cut.
-
Pre-typed hanging
file folder labels
based on the File Index. All you’ll have to do is add a few of your own
using the blank labels above to finish your system. (Two documents:
main headings, subtopics.)
-
Blank interior file
folder labels.
The form is already formatted for Avery 6466 labels for your folders that
go inside hanging file folders.
-
Pre-typed interior
file folder labels.
The form is already formatted for Avery 6466 labels for your folders that
go inside the hanging file folders. Add a few of your own using the blank
labels above, and you’re done.
-
Routing slip.
If you're an executive or administrative assistant, you'll love this
routing slip. No more sticky notes. Includes checkboxes such as “Last
Reader, Trash” or “Last Reader, Back to Me.” Also doubles as a work
request form with checkboxes like “Please Fax.” All you have to do is add
the names of the people you regularly send information to. Peggy
suggests making these into glued pads if you don’t have high turnover. Or
use jumbo paper clips to attach to the package to be routed.
-
Meeting Request form.
If you’re constantly asked to set up business meetings, give the requestor
this form to complete, and get all your questions answered before you
start.
-
Book Spine insert.
Create spine inserts for your binders so you can put them on the shelf and
know what’s in them! Print the spine inserts out on regular printer paper.
-
Executive mail
folder labels.
If you’re an administrative assistant, use these labels so you can
prioritize the boss’s mail using pocket folders (Avery 5160 not included).
-
Travel folder labels.
These labels make it convenient to create a travel folder for every trip.
Keep up with your airline tickets, meeting info, etc. (for Avery 5160).
-
Records Retention
form.
Reducing clutter is easier if you understand your company’s records
retention schedule (you know what to keep and what to throw out!). This
form makes it convenient for you to create your personal schedule. Print
on printer paper.
-
How Long Should I
Keep My Files.
This document is the perfect accompaniment to the Records Retention form
above. A CPA has detailed how long you should keep personal and business
files.
-
Shipping label -
Preprinted.
Instead of having expensive shipping labels pre-printed and stored, we’ve
used Word’s powerful tables feature and created them for you. Just add
your company logo and return address. Print on Avery Label #8254.
-
Shipping label -
Blank.
When you need to address one of your pre-printed labels described above,
use this template. You don’t need to save the changes you make on this
document…keep it blank and always type in the cell that matches an
available label on the pre-printed sheet described above.
-
Tent card.
For your class participants to write their name and fold to place in front
of them during class. Instructions are on the card.
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