If you use tags to organize your information in Evernote, it can be handy to periodically go through and find the notes that aren’t tagged. That way, you can make sure that you have tagged everything. By the way, this tip came from Don McAllister in the Evernote episode of ScreencastsOnline. I definitely recommend checking […]
Continue readingI am of the opinion that you can sometimes learn as much from someone’s mistakes than you can from their successes. With that in mind, I present to you a mistake (mine of course), and some successes (DocumentSnap’s smart readers, naturally). The subject? Tracking your to-be-paid bills when you are going paperless. The Mistake You […]
Continue readingThis post is part of the paperless stories feature at DocumentSnap. Some stories are from readers that have successfully gone paperless, some are still going through it. Would you like to share your story too? Today’s featured DocumentSnap reader is Sophie Perreault from Quebec, Canada. What problems were you trying to solve by going paperless? […]
Continue readingDocument preparation is something I have written about before, but probably not often enough. What do I mean by document preparation? Taking a bit of time before you start scanning to organize your documents so that the scanning process goes much more smoothly. Over on the AIIM Capture Expert Blog, Chris Riley (aka the “Imaging […]
Continue readingOne of the most requested features of DocumentSnap over the past months has been a forum for the growing DocumentSnap community to share ideas, ask questions, and connect. I’m happy to announce that the DocumentSnap Paperless Forum has launched. It is just getting started, so please feel free to jump in and start a topic, […]
Continue readingIf you have a Fujitsu ScanSnap, you may have gone into ScanSnap Manager to adjust the settings of your scanning profile. When you did, you likely saw the Compression tab and a) wondered what it did, and b) didn’t touch it. To that end, I’m going to play around with it so that you don’t […]
Continue readingThis is a guest post from Alex Satrapa, a software engineer and Paperless Document Organization Guide interviewee. Through DocumentSnap you’ve been introduced to the Paperless Workflow, which relates to organising documents. You may also have been introduced to the Getting Things Done system, which relates to taking action. The two can be used very effectively […]
Continue readingIf you are using a Mac, you may have decided to be security conscious and store your documents in an encrypted sparse bundle. This is a secure disk image that you create on your computer, and to simplify a great deal, you treat it like a drive and save documents and other files to it. […]
Continue readingHere in North America, tax time has just ended. For bookkeepers and accountants, it is finally time to come up for breath. Given that the next tax time is a year away, it might sound strange, but now is the perfect time to start thinking about your paperless workflow when it comes to taxes. Might […]
Continue readingI thought I’d carry on the theme of the cloud from last week. In his fantastic interview for the Paperless Document Organization Guide, entrepreneur Kyle Durand mentioned that his team uses Box.net extensively, and part of the reason is because of the access controls that it provides. I have heard lately that quite a few […]
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