Not all systems do, so check that functionality before signing up. This allows your system to find documents by key word search.

Investing in a fast, reliable scanner is a must! Again, there’s a big range to choose from and we help clients choose the right scanner for their needs.Įxpert tip! Caroline recommends subscribing to a cloud storage system that supports OCR (Optical Character Recognition). If security is a heightened concern we also have options to meet that need. Some clients choose their own providers or we opt for Dropbox (light use), Box (office) or Google Drive (lots of collaboration). The cost is rarely more than $800 per year. Today’s storage in the cloud solutions mean you can access your digital data over any internet connection, including via your Smart Phone. Now you’re ready to scan and store! You’ll need to select a scanner and an online storage account that suits the system you have created. Caroline B will have you paperless in no time #3 Scan & store It’s best to fix this before you start so the main folders are in place. This is critical – you need to make a policy about what you will ‘not scan’ (retain hard copy only), ‘scan but keep’ or ‘scan and destroy’.Īllied to this policy is the design of the main online folder structure. Next, you create a policy for document retention and destruction. This will give you a complete picture to start planning a system. You’ll need to audit the documentation you regularly and irregularly deal with. The first step is to understand the scale of what will be required after the initial ‘go online’ process. It’s likely you’ll start your ‘go paperless’ journey with boxes and drawers full of documents. The best part is, she says those who take the paperless plunge often discover other unexpected benefits in the process.Ĭaroline has kindly shared some real-world tips on ‘going paperless’.

Caroline tells (true) tales about paperless makeovers that would make Marie Kondo proud. We were inspired by a woman who has helped many clients ‘go paperless’, personal concierge CAROLINE BASHAM, founder of Caroline B.

It is possible to achieve paperless personal admin and have a clutter-free home or office. The idea that your life can be ‘paperless’ is one of those utopian dreams that only happens on Pinterest, right? Wrong.

Evernote scannable and idrive