More often than not, participants at my presentations have commented, Great Product but how do I get started?
First thing I would suggest is to print out the six checklists of Personal, Medical, Financial, Property, Business and Estate.
Decide which section or sections you want to tackle first. What is important to you right now. Are you going on a trip, or are you meeting with your financial advisor or accountant, or are you simply wanting to get a handle on organizing your personal information?
What might be the easiest way to start is to work through the Personal section first.
Locate your passport, social insurance card, social security card, driver's licence, citizenship papers, birth certificate, marriage certificate, tax nformation, military experience, pet documents, education records, and documented work and address history.
As you locate this information, you can input the information into the various fields within the Personal section of dovetail organizer. You also can scan in each paper oriented piece of information. What this will do for you is to give you a digital back up of each important piece of information. When you scan or attach anything into dovetail, it is secure and encrypted. What this means is everything your store in your dovetail cannot be accessed by anyone else unless you give your username and password to open up the program.
If you do not have a scanner, you can take your cards, paper based information to a business that has a scanner or go to your financial advisor or accountant and ask them if you can use their scanner. Simply save these images onto a memory stick, thumb drive or cd. You can attach each of these images into the dovetail where you want to place them.
There are a few ways to skin the cat, so to speak.
Let us know how this works for you.
Visit our website at www.dovetailorganizer.com
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment