A year ago I wrote about a service that takes most of the pain out of paperless billing called FileThis Fetch. FileThis allows you to set up connections to a slew of online services such as financial institutions, utilities, and stores, and automatically download statements to a destination of your choosing. I know lots of […]
Continue readingWhen you’re working with PDF forms that require signature or other input, you want to make sure that everything that needs to get filled out does. Awesome DocumentSnap reader Doug Ransom wrote me about some neat dynamic flags that he made for Adobe Acrobat. He uses them heavily in his investment advisory business. You can […]
Continue readingReaddle makes some great apps for iPhone and iPad, including some tools that I use quite a bit for going paperless. I just saw that it is their 6th birthday (congratulations Readdle) and they’ve discounted six of their apps. Here are three that are relevant from a paperless perspective: Scanner Pro – on sale for […]
Continue readingBack in November 2012, I held a webinar called Going Paperless With Hazel for members of my Paperless Action Plan online course, and anyone else who felt like attending. Since then, those who have wanted to check it out has been welcome to do so, and I’ve had a lot of great feedback from viewers. […]
Continue readingThis is a Guest Post from my friend Amy Payne, a Professional Organizer at Lasting Order. {First off, I want to thank Brooks Duncan for inviting me to write a guest post for DocumentSnap! My name is Amy Payne and I own a professional organizing company out of Southwest Indiana called Lasting Order. I met […]
Continue readingMany people use Evernote for (surprise!) keeping notes, diaries, meeting logs, and other documents that have date-associated content. Did you know that Evernote has a quick keyboard shortcut to insert the current date? This video shows you how to do it on Mac and Windows, and how you can customize the format a little bit. […]
Continue readingLast week I was overjoyed at Hazel 3.1’s ability to do date matching, and I have been migrating my Hazel rules over to use this great new functionality. One question was on my mind though: what happens when the document has multiple dates? Default Date Behavior I decided to do a test using one of […]
Continue readingA key component of my paperless workflow is a Mac application called Hazel. I love it so much that I even created a webinar about how I use Hazel to go paperless. The software is great for automatically naming and moving my electronic documents, but there has always been one shortcoming: what about the date? […]
Continue readingA 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 […]
Continue readingI’ve written a post about paperless grocery lists and a newsletter about how I quickly capture notes on my iPhone using an app called Drafts. I’ve recently started bringing these two together, and sometimes use Drafts to capture my grocery items and then send them off to iOS’s stock Reminders app. This video shows how […]
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