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Organizing
Transitioning to a Paperless Office
Posted on Nov 24, 2008 10:45:00 AM  |  By KristinAppenbrink

Pileofpapers


Lately, I feel like my paper clutter has started to overwhelm me. I do my best to keep only the things that I need (financial info, medical info, product manuals, and warranties), but even those things are starting to add up. So, I'm considering the move to a paperless office. Taking the time to scan in those things I really need, saving them on my computer and external hard drive, and shredding any personal information.



Stacksoffolders


Now the problem is how to go about tackling the conversion of paper to pixels. It comes down to a couple of different options: digital camera, regular scanner, or document scanner (like Neat Receipts).

Neat Receipts just came out with a version that is compatible with Apple computers; so, I'm leaning toward that option, simply because it seems that the software that comes with it takes an extra step out of organizing the information, and making the images searchable for text.

I am, however, open to suggestions. Has anyone else transitioned from a paper-filled office to one that's paper-free? Have any advice for me?

Stay tuned tomorrow and Wednesday, as Erin from Unclutterer, and Holly from decor8 will be weighing in with their advice and ideas.


(photos from jepoirrier and gadl on Flickr)



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I went to a paperless set-up a while back and wouldn't have it any other way. For the Mac, check out the Fujitsu ScanSnap S300M. They have larger models, but unless you have a large, steady stream of paper coming in, this should meet your needs. Also, look into DevonThink Pro Office. It is a document database that can not only make your documents searchable, but can look for common themes, etc. A "lighter" solution would be Evernote, which is also very capable.

Other suggestions would be to pre-sort your paper before scanning and file them away as you go. Then again, you could just place everything in one large folder or database and let searching handle everything. Also, double-check what you need to keep before doing this. I found I only needed to keep originals for tax documents (kept in a folder in my closet) and important loans and legal documents (kept in a safety deposit box). I scanned these documents as well, just in case. Finally, when going paperless, a solid data back-up plan (including off-site storage) becomes a necessity.

Posted by: Jason Kesler| November 24, 2008 at 08:29 PM




I wrote a post yesterday where I stated that we aim to become paperless. We moved to a new office today. As I was packing, I was horrified by all the paper we have to sort. It convinced me that we must go digital as much as we can.

Posted by: At Home with Kim Vallee| November 24, 2008 at 08:53 PM




I got the Fujitsu Scansnap about six months ago, and I will never, ever look back. We're an all-Mac household, and it works seamlessly and quickly - so quickly that it takes me longer to deliberate over whether or not to scan something than to just *do* it. Which is how something needs to work to get me to bother. ;)

It costs more than some alternatives, but it's been worth every penny. Comes with Acrobat, too, full version.

Posted by: Erica| November 24, 2008 at 11:12 PM




I am thrilled with my ScanSnap S510 (PC version). Scanning a huge document involves placing the sheaf of papers in the slot and pressing *one* button. It includes Adobe Acrobat, so the price isn't as steep as it first appears. Like a previous commenter, I'm finding that it really works for me to have scanning be so fast and easy that it's basically faster for me to scan a document than make any decisions about it. That's the problem with paper clutter -- every piece of paper has a decision needed to address it. II have already gotten rid of *stacks* of paper and I have lots more to go, but I find the process quite enjoyable, surprisingly. I have daily backups from mozy.com so I'm trusting that my now-virtual documents are safe. Another benefit is that my previously hardcopy documents are now easily shareable and searchable.

Posted by: Ksenia in Canada| November 24, 2008 at 11:40 PM




One of the big challenges that people face (from our research) in going paperless, is the amount of upfront work one has to do scan the documents, index them, shred the paper and make sure it is all backed up. Between the scanner, the time spent scanning and performing all the activities, it takes at least $500 in investment.

To help address this and more, Pixily, the company I co-founded, takes away all the drudgery out of going paperless and makes it a breeze to find them from anywhere and anytime. With Pixily, you can go paperless little bit at a time (for people who are watching how much they spend) or do it all at once and stay on top of it. Pixily scans all your paper documents and makes the content within the paper searchable. We offer envelope and box plans. Please go to http://www.pixily.com for more details.

Posted by: Prasad Thammineni| November 25, 2008 at 07:08 PM






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