Tips To Learn How To Go Paperless | DocumentSnap Paperless Blog

There are a number of different ways to scan to Lucion FileCenter, a Windows document management software. This video covers three of them:

1. Using the built-in Scan button
2. Using a Fujitsu ScanSnap
3. Using any device to save to the Inbox

View the video below, or click here to watch it on YouTube. If you are able to, I recommend that you watch it with HD turned on.

This video on scanning to FileCenter is part of a series of quick videos on paperless tips and topics. View more in the series here.

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Making your PDF documents searchable is great, but sometimes it can slow things down. One way to speed things up is to scan first and then OCR afterwards. This is referred to as “batch OCR”.

If you have a ScanSnap and a Mac, you can do this using the ABBYY FineReader software that comes with your scanner, and this video shows you how.

Note that this workflow comes from this comment by awesome DocumentSnap reader Telegard, so thanks to him or her for the suggestion.

View the video below, or click here to watch it on YouTube. If you are able to, I recommend that you watch it with HD turned on.

This video on doing batch OCR after scanning is part of a series of quick videos on paperless tips and topics. View more in the series here.

(Photo by Rachel from Cupcakes Take the Cake)

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When you receive a PDF attachment via email, or view a PDF on the web, what do you do with it?

This video shows how you can open and work with almost any type of file with any supporting app on the iPad, iPhone, or iPod Touch.

View the video below, or click here to watch it on YouTube. If you are able to, I recommend that you watch it with HD turned on.

This video on working with PDF attachments on iOS is part of a series of quick videos on paperless tips and topics. View more in the series here.

(Photo by blakespot)

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The good and the bad thing about tagging documents on the Mac is that there are a bunch of different ways to do it.

If you want to get into tagging, I always recommend that you use software that uses the OpenMeta standard. That way, different applications can all access the same tags.

A free and easy way to get started tagging documents is TagIt by Ironic Software, the company that developened OpenMeta in the first place. This video shows how to do it.

View the video below, or click here to watch it on YouTube. If you are able to, I recommend that you watch it with HD turned on.

This video on tagging PDFs on the Mac is part of a series of quick videos on paperless tips and topics. View more in the series here.

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If you have a group or type of files that you regularly refer to, Saved Searches in Windows 7 can be really handy. This video shows how to set it up.

View the video below, or click here to watch it on YouTube. If you are able to, I recommend that you watch it with HD turned on.

This video on saving a search in Windows 7 is part of a series of quick videos on paperless tips and topics. View more in the series here.

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Sometimes it can be handy to get a big list of PDFs on your Mac, either as a last resort when hunting down an elusive document, or as a starter point for further filtering.

View the video below, or click here to watch it on YouTube. If you are able to, I recommend that you watch it with HD turned on.

This video on finding PDFs on your Mac is part of a series of quick videos on paperless tips and topics. View more in the series here.

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Sometimes people are hesitant to use Evernote because they don’t like the idea of some of their more sensitive documents being stored in the cloud. Fair enough.

One answer is to use the Local Notebook feature of Evernote. It keeps your documents on your computer only. This video shows how that works across three different platforms.

View the video below, or click here to watch it on YouTube. If you are able to, I recommend that you watch it with HD turned on.

This video on Evernote Local Notebooks is part of a series of quick videos on paperless tips and topics. View more in the series here.

(Photo by othree)

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I usually recommend that people start with a high level folder structure, and then add subfolders as needed.

In Mac OS X Lion, there is a new feature that makes this quick and easy: New Folder From Selection.

By the way, to make up for last week’s 12 minute GoodReader demo, this week’s is only a minute and a half.

View the video below, or click here to watch it on YouTube. If you are able to, I recommend that you watch it with HD turned on.

This video on using New Folder With Selection is part of a series of quick videos on paperless tips and topics. View more in the series here.

(Photo by Yeray Hernandez)

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I was recently asked what I use to view/manage/work with PDFs on the iPad. At the moment, I use GoodReader. It comes in an iPad and an iPhone version.

GoodReader is way more than a PDF application. I tend to think of it as a file system for iOS, with connections to all sorts of online services.

In this video, I take you through a few ways that I use GoodReader. It is my first iOS video, and it is a bit longer than normal, so let me know what you think.

View the video below, or click here to watch it on YouTube. If you are able to, I recommend that you watch it with HD turned on.

This video on going paperless with GoodReader on the iPad is part of a series of quick videos on paperless tips and topics. View more in the series here.

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There are two questions that I get asked quite a bit:

1. How can I tell if a PDF has been OCRed and made searchable?
2. How can I extract text from a PDF?

There are lots of software products that can do this sort of thing, but the way that I usually do both of these things is pretty low-tech. Watch the video to see how our forefathers did it.

View the video below, or click here to watch it on YouTube. If you are able to, I recommend that you watch it with HD turned on.

This video on extracting text from a PDF is part of a series of quick videos on paperless tips and topics. View more in the series here.

(Photo by orangeacid)

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