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Personal Productivity for Profit and Compliance: Computer efficiency: approved by The Faculty Office for two CPE points back to list of forthcoming workshops and booking form The seminar covers the production and content of smartly presented documents and other computer-related issues. Improved client care and notarial record keeping can boost income and prevent misunderstandings between you and your clients thus alleviating the possibility of a complaint. The seminar is ideal for • Notaries who want to increase income and efficiency • Newly qualified Notaries • Lawyers seeking to improve their computer knowledge and skills We demonstrate the best way to use Microsoft Office’s Word, Excel and Outlook for compliance, efficiency and profit. This one-day course is aimed at notaries with some computer experience. It is presented in lecture mode however delegates may bring a laptop computer and work through the examples demonstrated. All delegates will be given a disk containing the examples we work through to take away and use. Program. 9.30am – 4.30pm, includes a light lunch and templates on disk to take away and re-use. Content overview: Personal Productivity for Profit and Compliance. 1. The Business Case for Computer Efficiency: the real reason efficiency matters. • Introduction. • What documentation? • Your computer equipment. • Which programs? • What about the data? How to be super successful in business: part one of three It’s all about the data • Explorer • Indentifying files types • Saving data • Data security Client facing and legal documentation presented in Word • Letterhead & letters, quotations, alternative compliment slip, client registration form, notarial certificates ... • Using images Working in Excel from documents currently in use by successful notaries …. • Master Register: Spreadsheet layout • Invoice: using formulae • Book Keeping Records Outlook • Managing email, settings, signatures ... • Impress your clients with ‘Meeting Request’ • Address book: importing & exporting contacts Pandora’s Box General discussion about other related computer issues... • Storing records electronically • Date security: Data Protection Act, data backup options, • Antivirus software and routine DIY computer maintenance • About Skype • Equipment • PowerPoint • Overlap with "The Entrepreneurial Notary" Templates on disk and detailed take-away notes are provided back to list of forthcoming workshops and booking form *SOLICITORS: 5 CPD hours are awarded on request |