Document Management for Small Businesses

About this template

The key to precise document sorting and storage. Ever feel like you're drowning in a sea of papers and digital mess? Well, Notion Planner is here to save the day! It helps you organize all your important business stuff without the headache. Here is what you'll get: 1. Frequently Used Documents: - Quick access to banking, financial, and management files for seamless organization. 2. Contracts: - Easily manage and access all your contracts in one place. 3. Intangible Assets: - Licenses: Organize digital asset licenses effortlessly. - Patents & Trademarks: Streamline patent and trademark management with detailed columns. 4. Property Documents: - Keep real estate, transportation, and tangible assets documents in one organized space. 5. Human Resources: - Efficiently manage contracts with employees and freelancers in a centralized hub. 6. Insurance Policies: - Protect your business with a dedicated space for insurance policies. 7. Product Management: - Easily plan, manage and track essential product documents. 8. Marketing: - Get a comprehensive view of each marketing document, track progress, and easily manage versions. Plus a Video Tutorial and Examples Why should you choose Notion Planner - Document Management for Small Business? ✅ User-Friendly: Designed with small business owners in mind, the Notion Planner offers an intuitive interface for easy navigation. ✅ Efficiency: Save time and increase productivity by having all your important documents in one organized space. ✅ Versatility: From HR to marketing, it's a one-stop solution for all your business document needs. Organize your company's documentation in a simple way today.

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How to use this template with A.I

Delegate this template to NØtis and have your personal assistant automatically manage it for you.

1

Duplicate this template in your Notion workspace.

2

Create your NØtis account.

3

When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.

4

Make sure the template appears in your synced database and is activated.

Make it your own

Make it your own

Make it your own

Optionally, you can give additional instructions to NØtis directly by customizing the template.

1

You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"

2

Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."

3

You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".

4

NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.

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