At the end of 2011, I did a quick survey of both the DocumentSnap blog readers and readers of the weekly DocumentSnap newsletter.
I did this at the end of 2010 too, and I found it was an incredibly helpful way to find out how I can help you in the year ahead.
This year, I want to do something different and share the key results with you. I want to do this for two reasons:
If you going to share information with me, it’s only fair that you get to see the results.
Sometimes when you are stuck in the weeds of going paperless, or any life change, it can be helpful to know that you’re not alone.
In the surveys, I asked three key questions:
What is the biggest problem that you have right now with going paperless?
What would you like to see more of on the blog or newsletter?
What would you like to see less of on the blog or newsletter?
Let’s go through the results.
The Blog
What Is The Biggest Problem?
I have to admit, I found this result quite surprising.
By far I get the most questions about document organization (which is why I created the Paperless Document Organization Guide), so I was quite surprised that “finding the time to scan and process” was an equal concern.
Another common question I get, which is represented here, is convincing others that going paperless is a good idea. It can definitely be hard when everyone at home or in the office is not on the same page.
What Would You Like To See More Of?
I hear you. You want to see more stories and examples of people who have gone paperless and how they did it.
In 2011 I started the popular DocumentSnap Reader Stories series, but in 2012 I will try to reach out more and get some more workflow examples for you.
What Would You Like To See Less Of?
For the most part, I received comments like “some posts don’t apply to me, but I know they help other people so I just ignore them and move on to the next one.”
Not surprisingly, some Mac users would like to see less Windows posts and some Windows users would like to see less Mac posts. I do my best to keep it as balanced as possible, but if you think I sway too far one way or the other, just let me know.
The Newsletter
If you don’t know, I share an entirely different set of going-paperless tips each week in the Paper Cuts Newsletter. Also, when I have a new product or service coming out, I usually let readers there know about it first with some specials.
I asked a similar set of questions to the newsletter readers, and here is what they had to say.
What Is The Biggest Problem?
The results here are similar to the blog, but I found it interesting that general comfort-with-going-digital and tackling the backlog scored higher.
It’s pretty clear that in 2012, I need to focus more on some way to help with helping you find the time to do paperless processing.
What Would You Like To See More Of?
Case studies and organization are the biggies here.
It looks like Mac users are highly represented in newsletter respondents, as they want to see more discussion of Mac software. I do try to keep it balanced, but another theme I have seen is that readers want more help with software selection. Maybe I can do more there.
What Would You Like To See Less Of?
The usual suspects are here, but I did receive a few interesting comments that they’d like to see less of a North American focus.
Being from Canada, I know how annoying it can be when things are too United States-centric[1], so I will see what I can do to highlight more international tips, products, and services.
If you are from outside North America would like to help contribute in that regard, just let me know.
So there you go, you can see what I will try to focus on in the year ahead. If you have any other suggestions, feel free to leave a comment or hit me up any time. Have a great 2012!
Though my bank account is happy we don;t have Amazon Prime up here. ↩
It could really apply to SugarSync, not just Dropbox, or any other folder on your computer.
If you have a Windows folder that you are constantly copying documents to, you can add it to your Send To menu for quick right-click access. This video shows you how.
The promise of having a cordless scanner like the Doxie Go, which I reviewed here, is to be able to do the entire paperless workflow without having to plug in to a computer.
Last week I posted about how you can use the Doxie Go with the iPad’s Camera Connection Kit. Today I am going to go through how to achieve the holy grail: scan with the Doxie Go and have the scans appear on the iPad wirelessly.
For that, I will use Doxie’s iPhone/iPad Sync Kit. The folks at Apparent (makers of Doxie) offered to send me a review copy to test out, which was cool of them.
As it turns out, the Doxie kit is actually the Eye-Fi 4GB Connect X2, which comes in the original box along with instructions for using with the Doxie.
Doxie Go Eye-Fi
The TL;DR version is that it works really well, though the initial setup is a bit more involved.
The Goal
I want to be able to scan documents and have them save to the iPad without having to plug anything in. The entire process will take place on the Doxie Go and the iPad.
An iOS app that lets you create PDFs. I will be using Save2PDF
Setup
I am not going to go through the step-by-step setup, because Doxie’s instruction page is quite good. Here is the high-level workflow:
First, you plug the SD card into the supplied card reader and plug it into a free USB port on your computer.
Eye-Fi Card Reader
Once you do that, you install the Eye-Fi Center software and choose where you want scans to go.
Eye-Fi Destination
Then you install the free Eye-Fi app on your iPad, and follow the rest of the setup steps.
Eye-Fi Network Setup
By default, it will create a private Wi-Fi network that you need to connect to with your iPad in order to receive the scans.
In Doxie’s instructions, they recommend doing a few additional settings so that the Eye-Fi can use your existing network, and then switch to the private network if yours is not available. A helpful touch.
Scanning and Importing
To scan, put the Eye-Fi in the back of the Doxie Go and put your paper in. On the iPad, fire up the Eye-Fi app and within a minute or so (usually much less), your scans will automatically populate in the app.
Eye-Fi App
If you want, you can view, email, and share your scans right from the Eye-Fi app.
Eye-Fi app preview scan
You don’t need to do anything else. Your scan is imported as JPG in the Camera Roll.
Doing Something With The Scans
From there, the rest of the workflow is the same as in the previous Doxie Go iPad post. You can leave it as JPG, convert it to PDF, or do whatever you want.
All in all, using the Doxie Go iPhone/iPad Sync Kit is very cool. The initial setup is more involved, but there is something magical about running a piece of paper through the scanner and having it automatically appear on the iPad.
A few weeks ago, I reviewed the Doxie Go, a new portable scanner that lets you scan documents without being attached to a computer.
In my review, I mainly focused on the scanner itself, how to get documents on to your computer, and only briefly touched on the ability to do the entire scan workflow using a mobile device.
Inspired by a Twitter exchange with the awesome Justin Lancy, I’d like to rectify that with a two part series. Today I’ll be going into detail about how to use the Doxie Go with the iPad’s Camera Connection Kit. In a few days, I’ll have Part 2 using Doxie’s iPhone/iPad Sync Kit.
The Goal
I want to be able to scan some documents, organize them, and act on them, all without using a Mac or Windows PC. The entire process will take place using the Doxie Go and my iPad.
An iOS app that lets you create PDFs. I will be using Save2PDF
Scanning
To start with, put your SD card into the slot at the back of the Doxie.
Doxie Go with SD Card
Then, turn the power on and scan your documents normally. When you put the page into the scanner, the Doxie Go will automatically grab it and start scanning.
When you are done, power down and take the SD card out.
Importing To iPad
Now it is time to import the scans to your iPad. The Doxie Go stores scanned documents as JPG, one file per page. It stores it as if it was a digital camera, so Apple’s Camera Connection Kit can read them.
Plug the SD reader into the bottom of the iPad, and then plug the SD card into the reader.
iPad Camera Connection Kit Plugged In
When you do, the Photos app will start up and you can import the pages that you want.
Import documents to iPad
The pages will then appear in your iPad’s photos.
Converting To PDF
You could stop there if you wanted, and just use the document as a JPG, email it to someone, or sync it back to your computer later when you are able to. However, that is not what we want to do today. We want to take our scanned documents all the way to PDF.
Fire up Save2PDF and tap on Images at the bottom. Hit the plus button, and you can go to the Last Import library and choose the first page that you want to import.
Import Pages To Save2PDF
If you are doing a multi-page PDF, tap the plus button again and add the rest of your pages one by one.
If you want to preview your pages, hit the little eye button down at the bottom.
When you are ready to create your PDF, hit the PDF button up at the top-right corner.
Create the PDF with Save2PDF
Now you’ll get a dialog box with some settings. Here you can rearrange the pages if you want, and I recommend that you change the page settings.
Tap on Paper Size and set it to the correct paper size (I have US Letter)
Tap on each page and set image size from 4×6 to Fill page
Save2PDF Create PDF Settings
When you are ready, give the file a name and you can either email it, or hit Save.
From there, you can either save the PDF to the Save2PDF application, or upload it to a cloud service like Dropbox or iCloud.
I have instructions for setting up Dropbox in my earlier Save2PDF post, so head over there if you want to know how to set it up.
If you do save the PDF to the Save2PDF app, you can export it by hitting the weird looking export button.
Export From Save2PDF
Doing Something With the PDF
Scanning without a computer is only half the battle. You need to be able to do something with the PDF.
Once you have the PDF where you want it, you can email it, open it in GoodReader or another PDF management application and annotate it, send it to cloud services, and do almost anything with it, without the need for a Mac or Windows machine.
The one thing this workflow won’t do is OCR. I haven’t found a great solution for that yet, so if you have one, please let us know in the comments. If you are an Evernote Premium user, you can open the PDF in Evernote and they will do the OCR for you on the server.
So, that is a workflow using the Doxie Go, the iPad’s Camera Connection Kit and Save2PDF. If you have other software that works better for this, let me know.
Stay tuned for the next post in a few days where I use Doxie’s iPhone/iPad Connection Kit to do all this wirelessly.
Throughout the year, I am reminded that DocumentSnap has the best readers on the entire interwebs. I am extremely grateful and honoured[1] that many of you choose to support the site by purchasing going-paperless products through my links. For that, I thank you.
One unintended benefit is that I can run some reports and see what the most popular products are. I can’t see what you purchased, but I can see what products are sold in an anonymous, aggregate format.
Many people found last year’s list interesting, so here are the most paperless going-paperless products, eBooks, and DocumentSnap products that were purchased via my links in 2011.
Physical Products
The top 10 physical products for 2011 are:
Fujitsu ScanSnap S1300. For the second year in a row, this is the most popular scanner. It hits the sweet spot of price, speed, and scans duplex and has a great document feeder. My review here.
Fujitsu ScanSnap S1500. Fujitsu’s powerful Windows desktop scanner. It is fast, holds a bunch of paper, and people swear by it.
Take Control Of PDFPen 5. PDFPen is a great Mac application for working with PDFs, and this is a good guide if you want to master it. By Michael E. Cohen.
It’s All Too Much. Not about going paperless specifically, but it is a great book by Peter Walsh about clutter in general and dealing with the emotional aspects.
DocumentSnap Products
2011 was the first year that I created some of my own products and courses. In case you are curious, here are the most popular ones:
Paperless Action Plan. In October and November I ran a month long course all about going paperless. It was popular, so look for it to make a return soon.
Going Paperless Jumpstart Teleseminar. In February, I did a call with a group of DocumentSnap readers to answer questions. The recording is available for purchase.
Thank you again for supporting the site in 2011, and I hope you find this list as interesting as I did. This year, look for more content on a wider range of scanners, and more how-to information.
If you have any questions or thoughts about this list, head on down to the comment section.
Chances are your company will have to deal some sort of crash, but a crash doesn’t need to include data loss. That’s why it is vital to have a solid recovery plan in place, and the time to do it is when everything is going smoothly. Then, when the inevitable happens, you might panic a little bit, but it won’t be devastating because the data will still be there for you.
It should be noted that the list was put together by the CEO of Code 42 software, which makes CrashPlan, but the list itself should apply to any online backup service. I especially like the “sync does not equal backup” section.
We’re about to head in to 2012 – do you have your backup and recovery plans sorted out?
This video on Evernote keyboard shortcuts is part of a series of quick videos on paperless tips and topics. View more in the series here.
If you use [Evernote][evernote], you owe it to yourself to learn these keyboard shortcuts. They’ll make things go much, much faster. I especially love the search one.