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Beginner2-3 hoursSave 6+ hrs/week
Document Management System
End the chaos of scattered files. This playbook creates a logical, searchable document system where your VA uses AI to organize, tag, and retrieve documents instantly.
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Tools Used:ChatGPTGoogle DriveNotionDocuSign
Audit current document locations and pain points
Design folder hierarchy: by client, by project type, by document type, by date
Create folder templates for recurring project types
Set up shared drives with appropriate access permissions
Pro Tips
- •Use consistent naming conventions: [Client]_[ProjectName]_[DocType]_[Date]
- •Limit folder depth to 3-4 levels for easy navigation
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