Explore the admin related procedure templates available on Way We Do to add to your online manuals. Turn static administration and office policies, procedures and processes into active and repeatable workflows.

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Way We Do provides a range of Administrative and Office policy and procedure templates for you to use and modify to the particular needs of your business. When you sign up to a Way We Do account, you will have the opportunity to explore the templates and install them into your manual.

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Using Our Workflow System

The procedure “Using Our Workflow System” provides instructions and prompts for creating an employee workflow system guide that is easy to follow and understand.

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Workplace Contact Information

A simple contact information and team directory enables the people in your business and organization to know what key contact information is available.

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Scan and Enter Business Cards Into The CRM System

Collecting business cards is a common practice for business owners and representatives, however for many, the data on these cards often gets forgotten and lost. Digitizing business card data and centralizing it into a CRM system will ensure that valuable

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Picking Up Mail From The Post Office

An essential part of administration is collecting mail from the PO Box. This procedure provides a generic process for the collection and distribution of mail.

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Answering the Telephone Procedure Template

This procedure provides a guide for your receptionist, admin assistant or anyone in the business who answers the telephone. Did you know? 98% of people say poor telephone handling gives a bad impression and 69% will never call back.

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