Tips To Learn How To Go Paperless | DocumentSnap Paperless Blog

A number of Windows-using DocumentSnap readers really like Lucion FileCenter for a document management system.

There is a feature that is not very well known: the ability to set folders and drawers as Favorites.

This can be really handy if there are certain locations that you tend to access frequently. This video shows you how Favorites work in FileCenter.

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 FileCenter Favorites is part of a series of quick videos on paperless tips and topics. View more in the series here.

If there is one feature of Evernote that has been requested over and over, it is the ability to add reminders to notes.

To this point, the concept of time has been missing from Evernote, and people have done backflips trying to come up with systems and methodologies to work around this.

A new feature has just launched on Mac and iOS called Evernote Reminders – you can now add time-based reminders to an Evernote note and be notified when your reminders are due.

This is great for going paperless because you can now have it remind you when your paperless bills are due. No more worrying about “out of site out of mind”.

At the time of writing this feature is only available on the Mac and iOS clients, but it is coming to Android and Windows soon apparently. This video shows how it works.

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 Reminders is part of a series of quick videos on paperless tips and topics. View more in the series here.

Aside from possibly the web clipper, e-mailing notes into Evernote is one of the most used ways that I get stuff into Evernote. It is incredibly handy, especially on a mobile device.

Many people don’t realize that Evernote gives you a special e-mail address that you can use to quickly send things to the service. You can even control the notebook and tags that get applied.

Here’s how to find your super secret address, and how it all works.

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 e-mailing to Evernote is part of a series of quick videos on paperless tips and topics. View more in the series here.

(Photo by alonso.romero)

There are many, many ways to extract a page out of a PDF and create a new document from it.

The other day I was speaking at a conference, and an awesome DocumentSnap reader asked me a question. I think I surprised her when I pulled a page out of one of my existing documents and sent it to her right there at the table.

I used an app called PDFpen on my iPad to do this, but I could have done it on my iPhone as well.

This video shows you how I 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 a page from a PDF using PDFpen for iPad is part of a series of quick videos on paperless tips and topics. View more in the series here.

I had a question the other day from awesome DocumentSnap reader Marty. The question essentially was: “How the heck do you tag notes in the Evernote web interface?”

I logged in to take a look, and I found that it isn’t super intuitive. So, I decided to make this video showing two different ways that you can tag your notes in Evernote Web.

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 notes in Evernote Web is part of a series of quick videos on paperless tips and topics. View more in the series here.

Windows Search in newer versions of Microsoft Windows works pretty well, but sometimes it is may not be picking up files that you think it should, or perhaps you want to tell it not to search for some files or types of files.

This video shows you how to control the Indexing Options for Windows Search in Windows 7.

By the way, if you are finding that searching for the contents of PDFs is not working, you may have the dreaded 64-bit Windows 7 PDF Search problem.

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.

(Photo by ecstaticist)

This video on controlling Windows Search’s Indexing Options is part of a series of quick videos on paperless tips and topics. View more in the series here.

If you use Evernote, there may be some situations where you want to have multiple accounts.

Maybe you have different family members sharing a computer, maybe you have a “Home” vs. “Work” account.

Whatever the reason, it is very easy for Premium users to switch between accounts in both the Mac and Windows versions of Evernote. This video shows you how.

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 switching between multiple Evernote accounts is part of a series of quick videos on paperless tips and topics. View more in the series here.

I just returned from a trip, so I thought it would be a good time to record a short video showing how I capture receipts while on the road.

I try to capture the receipts as soon as possible – sometimes even right there at the table.

Then I let my app of choice organize them and I do light processing when I have time. Sometimes in my hotel room in the evening, and sometimes even when I am waiting in line somewhere.

This video shows how I do this using Expensify and Genius Scan.

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.

(Photo by Robert S. Donovan)

This video on my travel receipt workflow is part of a series of quick videos on paperless tips and topics. View more in the series here.

When I want to review and annotate, or mark up, a PDF, I do it almost exclusively on my iPad.

For me, it is a nice all-digital workflow that avoids the print-out-and-write dance. I can then save or share the annotated PDF right from my iPad.

There are many apps that can do this, such as iAnnotate, PDFpen for iPad, and PDF Expert, but the one that I am used to is called GoodReader. GoodReader is the one that is shown in this video, but the general concept is similar.

I assume that this can be done on an Android tablet as well. If you have an app you like for this, please leave a comment and let us know.

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.

(Photo by TheMacUniverse)

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

Evernote allows you to share notes with either a specific person or create a public link for everyone to use.

It is not a bad idea to periodically go through and review which notes you have shared so that you can decide whether they should still be public or not.

To do this, you can use the following search command:

sharedate:*

This video shows how it works.

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.

Full credit for this one goes to this Evernote forum thread, so thanks to user HerbyDE for asking the question and for users Owyn and jbenson2 for answering it. Check out jbenson2’s post in particular for some ways that you can make the search extremely fine-grained.

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