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How to Go Paperless: Bury the Paper Before it Buries You

How to Go Paperless: Bury the Paper Before it Buries You
Paper Stack

The paperless office concept has been around since the 1960s or ‘70s, much like the flying car. For many people, this has been little more then a myth. How can we get rid of the paper while our offices are filled with photocopiers and fax machines and the postal carriers and couriers keep bringing in reams of the stuff daily? What about the need to keep receipts for accounting and tax purposes? And what about the contracts and other legal documents? It is hard, but getting easier to do every day.

Well, the short answer is that in a normal office environment today, we can’t really do it 100%, certainly not in one simple step without burning down the building. But there are some simple steps that we can take toward the goal of not having to constantly manage piles of paper at home or the office. A few decisive steps applied over enough time can dramatically reduce if not eliminate the paper.

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Before going through the specific steps, we need to consider there being two kinds of paper documents: those we need to retain for the longer term (let’s call them records) and those that are transient in nature (call them working files). Different approaches work for these two basic kinds of papers or documents. The nature of your office and work has a great deal to do with which type of paper you can reduce or eliminate the most easily. A legal, accounting or medical office will likely have a harder time making its records paperless than an ad agency or political campaign office would. Decide which of the paper reduction steps you take and in what order you take them based on what you do and the importance of the various records and working files.

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Ten steps toward converting your office to a paperless one:

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  1. Begin with the end in mind. Be clear on your objectives so that you can target your conversion most effectively. For example, if efficiency is a more important objective than environmental, don’t try cutting your paper volume in half by recycling paper through the copiers to print on the backside. Double-sided copying easily jams the machine and often confuses whoever gets handed stuff printed on both sides. We found increasing the efficiency of the records management system much more important than reducing the number of working papers. By targeting the records management, the working papers reductions naturally followed.
  2. Decide on a date for a switch from paper-based to paperless for everything going forward. Chose a date far enough ahead that everyone can work toward. Not everything needs to be switched at one time. Don’t worry about converting old records until you have time to get around to doing something about converting them. Many of them can probably be kept without any changes and discarded once they get to a certain age.
  3. Establish an electronic records retention system and get comfortable using it before becoming committed to it. We didn’t go out and get an expensive or complicated system installed then make a hard conversion. What we did early on was to create a filenaming system that automatically sorts itself chronologically in most file directories. Just like the filename for this article which begins 20071106_1600… This is simply the metric system of year, month, day and time to the nearest minute or hour based on a 24 hour clock. If we save a version of this file on one person’s laptop then email it to the office, it gets filed automatically by whomever receives it. Revisions are easily handled by simply superimposing a new date/time at the beginning of the filename. We started doing this long before the switch date.
  4. Place a filename on every document worth keeping. In our office, if a document does not have a filename, it gets named or tossed out. This is true whether it is a paper or electronic document.
  5. Retain a paper file as the primary record for anything before the switch and the electronic record as the primary record for anything after the switch date. This is not a complicated thing. In our office, like most offices, there is often more then one copy of the important things around. We got into the habit of knowing where the record was then tossing out or deleting duplicates once done with them, especially for the paper duplicates. We get comfortable knowing that anything prior to January 1, 2005 worth having a record of has a paper version someplace and everything afterward can be found on a server.
  6. Inform your clients and suppliers of your paperless orientation. Come out of the closet and let everyone know because most people find it great. This does not mean you should beat up a client who wants you to send hardcopy proofs or a signed original instead of an electronic version. We tend to give clients whatever they want. However, we do beat up our suppliers. Our lawyers were some of the toughest holdouts but they eventually learned how to send everything electronically and scan documents that had to have signatures on them.
  7. Keep your technology and systems simple and compatible with what most people use. The great news is that PCs and MACs use file systems that no longer conflict with each other. There are still problems with using different types of graphics and multi-media formats but these are diminishing. If we stick to the basic formats, most people can deal with them. Be careful about using fringy formats, especially for records that need to be retained long term.
  8. Check and upgrade your older files from time to time to make sure they remain usable. CDs or tapes are a problem. They deteriorate and some of the earlier formats are no longer supported. We keep our records in live formats. Maintaining a backup server is no harder or more expensive than keeping an inventory of off-line storage media. Paper records deteriorate too if printed on acid paper or stored in a bad environment.
  9. Adopt an “If in doubt, throw it out” policy. We tend to be a bit quicker than most to toss out stuff we are not sure of. The odds are that since we only tend to ever look at maybe 1% of the records we store, there is a high probability the stuff we are deciding whether or not to keep is not worth keeping.
  10. Recognize and reward those who help meet the objectives. Whether someone becomes able to electronically edit or deliver documents on the fly or is finally replacing an old Remington manual typewriter with a computer, take the effort to show how this produces positive impacts, whether on the bottom line or the environment.

These were some basic steps we used and recommend that can help you make the shift. We reduced our paper consumption about 95% over the past five years. If you have already made shifts toward a paperless office and have some other ideas, please let us know by posting a comment. Or let us know if you had any problems in trying to create a paperless office.

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Last Updated on August 6, 2020

35 Top Productivity Apps for iPhone (2020 Updated)

35 Top Productivity Apps for iPhone (2020 Updated)

Over the years here at Lifehack, we’ve discussed plenty of apps that you can use to improve your overall productivity.

There are certain ones that many of our contributors and editors (past and present) have adopted over the long-term — there are always the stalwarts that stick around. But there are also new apps that crop up every day, adding more and more depth to the app category.

Some of the apps are incredibly plain and simple, while others are more robust and offer more features than you can shake a stick at. And everyone has the one they prefer.

It’s been our job (and still is our job) to keep abreast of all of the productivity-type apps out there. As a result — and as a bit of a refresher — we’ve put together a list of 35 best productivity apps for iPhone (all categorized based on their functions) to provide you with an all-in-one resource for you.

For Getting Things Done

1. OmniFocus

This app is, while pricey, considered to be one of the (if not the) most robust and full-featured productivity apps on the market.

Download it here.

    2. Forest

    Train yourself to put your phone down and stay focused on the task at hand by playing with this planting game. It’s fun and will help you achieve more.

    Download it here.

      3. Things

      Another robust choice, this app is a favorite amongst “productivityists”.[1]

      Download it here.

         

         

        4. Any.Do

        A beautiful-looking app that is both easy on the eyes and your wallet.

        Download it here.

          5. PocketLife Calendar

          This calendar app is specifically designed to be stylish and super easy-to-use. You can organize your life easily with different modern features.

          Download it here.

            6. Asana

            We’ve covered Asana here at Lifehack

            , and it is being actively developed by a strong team committed to making collaborative task management a more efficient and effective experience.

            Download it here.

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              7. ToDoist

              This app keeps track of everything – from simple errands to your most important projects – so you can get it all done and enjoy more peace of mind along the way.

              Download it here.

                 

                 

                8. Calendars 5

                This calendar app focuses on events that help you to keep track of upcoming events and tasks easily. It has everything you need to organize, track, and complete your to-dos.

                Download it here.

                  9. Clear – Tasks, Reminders & To-Do Lists

                  A fun and innovative list-making app that relies on swiping and pinching to make things happen. Clear created a lot of buzz when it launched, and might be the perfect to-do list gateway app for many.

                  Download it here.

                    10. Due

                    A robust reminders app that lets you store and maintain reminders of all types. It’s replaced Reminders for me when it comes to the basics, and it’s worth a look if you want to keep the mundane stuff out of your head and cluttering your mind.

                    Download it here.

                      11. Checkmark 2

                      I use this app

                      for location-based reminders (such as groceries I need to get or single items I need to pick up from various locations). Checkmark is simple to use and valuable addition to my productivity arsenal.

                      Download it here.

                        12. TeuxDeux

                        Created by Tina Roth Eisenberg and Fictive Kin — TeuxDeux is simple and incredibly stellar in terms of design. If you like lists (including the popular “Someday Bucket”) and want to associate dates with tasks, then TeuxDeux will be right up your alley.

                        Download it here.

                           

                           

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                          13. Nirvana

                          For the GTD enthusiasts, there’s Nirvana. Straight from the source: “Nirvana frees your mind to focus on actually getting things done. If you’ve had enough of generic to-do lists, it’s time for Nirvana.”

                          Download it here.

                            14. Priorities

                            An elegant-looking task management app that has received decent reviews,[2] this could be the one for you if you’re not a fan of OmniFocus or Things — especially if you need (or want) to share tasks with others.

                            Download it here.

                              For Building Habits

                              15. Productive

                              With this app, you can plan your habits with an easy-to-use interface, schedule habits for any time of the day, set smart reminders for each time of the day, and stay on track with useful feedback. This app is perfect for anyone who wants to build a habit that sticks.

                              Download it here.

                                16. Habitica: Gamified Taskmanager

                                You can complete tasks and build habits in a more fun way with this app. Input your Habits, your Daily goals, and your To-Do list, and then create a custom avatar. Check off tasks to level up your avatar and unlock features such as armor, pets, skills, and even quests.

                                Download it here.

                                  17. Streaks

                                  This app follows the model of the popular “don’t break the chain method” in that you use the app to track how you are donig in the pursuit of your goal. Great for goal-setting — and an easy and elegant interface to boot.

                                  Download it here.

                                    18. Remember The Milk

                                    Another popular to-do list app, Remember The Milk has a huge following. It has plenty to offer, including the ability to share tasks with others.

                                    Download it here.

                                      19. Day One Journal

                                      When it comes to journaling, nothing really beats Day One. Its latest update added a slew of features that will make you want to start making journaling a habit.

                                      Download it here.

                                        For Files Organization

                                        20. Evernote

                                        Touted as the world’s most widely-used productivity app, Evernote is an be used simply as a notetaking app or can be customized to be your GTD app of choice — among other things.

                                        Download it here.

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                                          21. Pocket

                                          You can save an article, video, or link you want to read or watch later to Pocket from anywhere including your computer, Safari, email, and your favorite apps like Facebook, Twitter, Flipboard, and Feedly.

                                          Download it here.

                                            22. Sync.Me

                                            This app identifies unknown phone calls, warns you from annoying spam calls, and adds a caller picture to your contacts from Facebook, Twitter, and Google+.

                                            Download it here.

                                              23. Droplr

                                              One of the most popular file-sharing apps out there today. Straight from the source: “Stay productive on the go. Droplr for iPhone keeps you in sync and makes sharing on the iPhone natural.”

                                              Download it here.

                                                24. Dropbox

                                                Before iCloud, there was Dropbox. And there still is Dropbox, which is still widely used by both Mac and PC users all over the globe. It’s like having a flash drive on your iPhone. A must-have.

                                                Download it here.

                                                   

                                                  For Working Smarter

                                                  25. Captio

                                                  A simple capture tool. Straight from the developers: “It’s simple. Open Captio and start typing. When you’re done, hit Send. The note is immediately delivered to your email inbox.”

                                                  Download it here.

                                                    26. Drafts

                                                    A tremendous capture tool that allows for simple capture, followed by sending items to various applications such as OmniFocus, Things, and more.

                                                    Download it here.

                                                      27. NoteShelf 2

                                                      This is a perfect note-taking app for you. You can take beautiful handwritten notes, type, annotate PDFs, record audio & create lists. You can organize them into categories or groups.

                                                      Download it here.

                                                        28. Doodle

                                                        This app links directly with the Doodle service, which is one that allows you to plan and organize meetings far more efficiently and effectively. Lifehack contributor Steve Dotto has written about Doodle more in-depth here.

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                                                        Download it here.

                                                          29. TextExpander (Legacy)

                                                          I have saved countless hours of time with TextExpander, and despite its inability to be as robust on iOS as it is on the Mac, it is still a worthy app to have in your arsenal.

                                                          Download it here.

                                                            30. Launch Center Pro

                                                            A quick launcher for the iPhone that doesn’t just launch an app…with some of them it can do much more. This app saves you time by launching complex actions in a single tap.

                                                            Download it here.

                                                              31. GoodReader

                                                              This may seem to be an odd one to make this list, but here are plenty of reasons why it is here with this article.

                                                              Download it here.

                                                                32. LogMeIn

                                                                Want to be able to control your Mac from wherever you are? Then get this app.

                                                                Download it here.

                                                                  For Improving Security

                                                                  33. 1Password

                                                                  There is simply no better password manager out there. I’ve even put together a 1Password Emergency Kit worth looking at here.

                                                                  Download it here.

                                                                    34. LastPass Password Manager

                                                                    You can store passwords and logins, create online shopping profiles, generate strong passwords, track personal information in photo and audio notes.

                                                                    All you have to do is remember your LastPass master password, and LastPass auto-fills web browser and app logins for you.

                                                                    Download it here.

                                                                      35. Truecaller

                                                                      Identify and block spammers, search for unknown numbers, and call friends easily with this app. With a community-based spam list from over 250 million users, you’ll need this app.

                                                                      Download it here.

                                                                        There are plenty of other options out there (and we’ve heard from readers in the past as to what they enjoyed using), but these 40 are among the best.

                                                                        Featured photo credit: William Hook via unsplash.com

                                                                        Reference

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