Key factors in selecting and preparing resources for your task are: a) Select and use appropriate technology and software applications to produce required business documents b) Select the layout and style of the document according to information and organisational requirements c) Ensure the document design is consistent with company and/or client requirements, using basic design principles d) Discuss and clarify format and style with the person requesting the document.
The majority of trainees will have access the Microsoft Office suite or equivalent software which offers several programs suitable to produce most documents. Your version of Microsoft Office may be 2003, 2007, 2010, 2013, 365 or a Mac equivalent.
There are many tasks that require the writing or production of a document and these may include the following: 1. Send an email (with or without the use of a template) 2. Write a letter to a client or supplier 3. Write a memo to other staff 4. Create a graph 5. Prepare a fax cover sheet 6. Add an address to a contact list 7. Produce advertising fliers 8. Prepare a meeting agenda 9. Prepare a client fact find 10. Various ‘thank you’ letters for referrers or clients 11. Prepare items for upload to a website 12. Prepare loan approval templates 13. Prepare loan settlement letter templates 14. Prepare client contact letters for a client retention program 15. Prepare report templates.