Going Paperless Can Be Easy!

I’ve been struggling for the last several months with the amount of paper I produce.

I’m not fanatically “green” or anything… although I firmly believe that we are called to be wise stewards with our planet and its resources.  But simply from a perspective of bulk, I produce a lot of paper.

Stack of Papers

I’ve been trying to move away from that somewhat.  I’ve started receiving bank and credit card statements via email rather than in a paper format.  But I still have the problem of where to store all this.  My file cabinet is full, and receiving a statement by email only to print it for filing is counterproductive.

What to do?

I’ve recently started using Evernote.  This is a phenomenal program for organizing and storing my notes, illustrations, to-do lists, pictures, and so much more.  I’ve only been using it for a few months, and have already decided that I need to upgrade to Evernote Premium.  That allows me to save any type of file to Evernote instead of just a few types, and a lot more.  It’s only $45 a year.  Well worth the price, in my opinion.

But since I wasn’t that familiar with Evernote yet, I had no idea what I could do with this amazing piece of software.  Until I purchased the ebook, Evernote Essentials.  This little manual has helped me incredibly!

But was Evernote the tool I needed for this project?  What about bank and credit card statements?  How about receipts?  Tax info?  Can it do what I want it to do?  Hmmm…. I think this just might work!

Here was my dilemma:  I can get my statements to Evernote easily.  I can just send them to Evernote straight from my email inbox.  In fact, I’m sure there is a way to do that automatically using rules in Outlook or something.  But what about receipts and other documents?

I was stumped.  I had no idea what to do.

And then ran across this post on Michael Hyatt’s website.  Here, he explains how he uses a Fujitsu ScanSnap scanner to enter these things into Evernote.

After a bit of research, I decided to purchase this scanner as well.  It has lots of incredible features.  It’s portable.  It can scan things at a resolution of 600/1200 dpi.  It can scan both the front and back of a document at once.  And it can scan directly into Evernote.

Wait… what?

Yeah.  It can scan directly into Evernote.

I like that.

My Desk - April 2011

That means that I’ll be able to eliminate a lot of paper from my lifestyle.  That means that I’ll be able to empty out my file cabinet substantially.  Sure there are things I will keep a hard copy of, such as tax returns.  But most of it will go.

This process will take me a while to perfect, I’m sure.  But I feel confident that once I get things streamlined, it will go very smoothly.  I’m rather excited about the whole process, actually.  It wasn’t exactly cheap to get everything and get it set up, but the time and effort it will save, as well as the paper, will pay off in the long run.

How do you manage your files?  Do you have a system that works well?  You can leave your thoughts in the comments.

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4 thoughts on “Going Paperless Can Be Easy!

  1. It sounds like you are off to a great start!

    I saw the link to Evernote Essentials – I just wasn't sure about spending the money without really knowing what was inside. Plus, I have MS OneNote and it has a lot of functionality that I have really been liking.

    I am still trying to figure out the best set of tools to use. So, I am curious, what sort of things were talked about in Evernote Essentials that you weren't expecting or that you think will change how you will use Evernote?

    • I'm excited, actually!

      I've never used OneNote, so I can't compare. But I really like Evernote. The ebook is pretty comprehensive, covering all the basics. He shows how to put the software to work and be more effective because of it. And he gives several examples, such as contacts, recipes, photos, task management, and general filing, and for covert double agents. (Yes, it's actually in there.)

      I was a bit disappointed that it cost $25. I expected more for that, but I suppose it's pretty consistent with other ebooks out there. I'll be able to write it off, so it's ok for me.

      That said, I signed up on his affiliate program to sell it through my blog. 🙂 We'll see how that goes.

    • I think it will! It's an amazing product, and if you don't mind a completely unnoticable ad in the bottom corner, it's free. Give it a try. And check out the Evernote blog, where they have tons of ideas for how to use it effectively. I keep a notebook of blog-related stuff and it's an easy place to keep it all organized.

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