Module 4: How to Use Paper Tiger for Organizing Storage Rooms and Archives

Learn how to customize Paper Tiger to organize storage rooms and archives files, boxes and other items for your clients.

 

Module 4.1 How to Organize Storage Rooms & Archives, Retention Guidelines & Photos (Video)

Module 4.2 Creating Archive Locations in Paper Tiger (Video)

Module 4.3 Printing Reports for Archives and the Clean Out Report (Video)

Module 4.4 Year End Reports and Tips (Video)

 

Paper Tiger Label Templates:

Download and save to your computer these label templates that I created in Microsoft Word.  My preferences is to use these label templates versus the labels generated in Paper Tiger.  You can use whatever works for you.  If you use the Word templates, open the label document in Word, click on “Replace” on the Ribbon Bar in Word.  Next, type in “Find What” and “Replace With” fields to automatically change the label name.  For example, if the Label document reads “Reference” and you want the label to read “CF” for Central Files, then in the “Find What” field type “Reference” and in the “Replace With” field type “CF”.  Click here to download and save the  Paper Tiger Label Templates created in Word.

 

Ops Manual Resource by Debbie Gilster 

Ops Manual or Policy & Procedures Manual Resource by Debbie Gilster

 

Q & A Call (audio)