Are You Documenting Your Transactions? Are you documenting correspondence so you still have the ability to open files right from your ONE pdf file for each client?
Protecting yourself, your documents, your correspondence is a MUST in our business. It helps to grasp a piece of an email conversation and you can also find an attached document at the click of a mouse if you use Outlook and Adobe Acrobat 9 PRO.
All those conversations that lead to "he said, she said" on that phone log just don't cut it. It's all HERESAY and does not grasp the conversation like the written word. No matter if I have a phone conversation with anyone involved in the transaction I will follow up with an email directly after reiterating our conversation.
Adobe Acrobat 9 Pro is great for just this task!
Organize your clients in to their separate folders (if you have not done so already and right click on the client folder you want to convert to PDF and click on "Convert Client to Adobe PDF" and save to your Client file on your PC. (Picture above)
It will start the conversion and when finished open up to your PDF file with each email showing on the top ....
Your emails with the attachments will show and you can highlight it and then open up the attachment from your pdf file.
What a simple, easy and organized way to document, save and have ONE file to refer to all your emails ....AS WELL AS ALL THE ATTACHED FILES...... ready to open at the click of a mouse.
Celeste "Sally" Cheeseman is a Realtor-Associate® and Certified Residential Specialist (CRS) with Century 21 Liberty Homes in Mililani, Hawaii. With a sharp understanding that a listening ear is the key to a client's needs she serves the island of Oahu (Honolulu County) and all Hawaii Military Relocations, Hawaii Retirees, Hawaii Job Transfers and Hawaii Residents, Home Buyers and Sellers.
© 2007-2015 Celeste "Sally" Cheeseman's
Hawaii Real Estate and Relocation Blog.
All rights reserved.