I’m a big podcast listener and was happy to hear that the folks at Asian Efficiency were starting a new podcast called The Productivity Show. I was even happier when they asked me if I’d be a guest, so here’s my episode: The Productivity Show, Episode 7: Going Paperless w/ Brooks Duncan. I had a […]
Continue readingRecently I posted a cheery blog post called Going Paperless And Your Digital Afterlife. At the risk of being obnoxious and quoting myself: Have you ever thought about what will happen to your digital accounts and assets if you get hit by a bus tomorrow? Will someone be able to get to your email? What […]
Continue readingI receive a lot of requests from people wanting to create Evernote templates. They have recurring notes that need to be a certain structure, and don’t want to have to retype them over and over again. This tip is stolen from Aaron Lynn on the journaling episode of The Productivity Show. He talks about how […]
Continue readingI have said over and over that having a naming convention for your files is the biggest thing you can do to be able to find your paperless documents when you need them. The best way (in my opinion) to approach this is to start with your new files coming in. Get your workflow sorted, […]
Continue readingIn a recent issue of the DocumentSnap newsletter I wrote about the options for encrypting your electronic documents on Mac and Windows. Encryption can take multiple forms. You can encrypt your entire drive (something I do), but you can also create what is called an encrypted disk image – a special folder (sort of) that […]
Continue readingEarlier this week I pointed to a podcast about working with PDFs. One of the guests was Ernie Svenson from PaperlessChase. What I should have mentioned was that Ernie has a new book out this week called PDF Essentials for Lawyers. Even though I am not a lawyer, I thought I’d channel my inner Lionel […]
Continue readingOne of my favorite podcasts is Mac Power Users and this week they did a great episode called The Power of PDFs. The hosts David Sparks and Katie Floyd were joined by the awesome Ernest Svenson from PaperlessChase to do a deep dive on all things PDF. As with many MPU shows, the tools that […]
Continue readingIf you are working with a bunch of PDFs, it can be a pain (and confusing) to try to keep track of them all. This isn’t the first and won’t be the last time that the inspiration for this post came from Eddie Smith at Practically Efficient. More specifically, from this tweet: If I have […]
Continue readingMany of the ideas that I write about here on DocumentSnap comes directly from you: the awesome reader. For the fifth (wow) year in a row, I’d like to stop and ask you what you would like to see on DocumentSnap. How can I help more? What would you like to see more of? What […]
Continue readingEarlier this year I was at the annual conference for the National Association of Professional Organizers. I was sitting in the audience for a talk by Heather Ahern from The Functional Home entitled Advance Planning for Your Virtual Afterlife. Out of all the excellent presentations I attended at that conference, this one has stuck with […]
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