Advertising
Advertising

How I Started My Paperless New Year

How I Started My Paperless New Year

    The terms “paperless” and “paperless office” have been floating around for many years; many, as in since the 70’s and 80’s. Everyone thought that the new, shiny computers that were making their way into our lives would solve all problems, including curbing the use of the paper medium. Sitting in the year 2012 we can clearly see that isn’t the case at all.

    I remember in a college economics class, about 3 months before the “Great Recession” in the United States that my professor asked the students which business they’d rather be in; a paper company or an automobile company. Most students chose the car company with their logic being that we are going paperless within the next few years. Once again, we still haven’t seen this “paperless” lifestyle.

    Advertising

    Here’s the thing. Businesses use paper. Individuals use paper. A lot of it. Even with systems being put into place to reduce paper consumption (like paperless billing, e-signatures, digital document storage, etc.) consumers and workers are still going to use paper for the foreseeable future.

    Why haven’t we reached paperless?

    I think the answer is simple, especially if you look at your own usages. Paper is flexible, portable, malleable. It has an almost limitless resolution (unlike screens and software without zooming in) and can be passed around and used by anyone with ease. It may be the fastest way to write down an idea or pass information to someone in person. Paper is finite.

    Also, there is something about a trusty notebook by your side when going to meetings or classroom. Using paper to write helps you retain knowledge and helps you to more easily be in an conversation in a meeting or with a group, unlike tapping away on your fancy iPad or laptop.

    Advertising

    It’s a start

    One of the things that I have resolved to do this year (since I resolve in January, not February) is get closer to paperless. There is no way that I can get to 100% paperless as I love taking notes with my Livescribe pen, love the look and feel of Moleskine Cahier, and think that making paper ninja stars is needed. But, I can do some things to get started:

    1. Switch all billing to paperless billing and/or automatic billing. I haven’t completed this step yet but I am in the process. Basically, see if the company that you are billed by has paperless billing (or e-billing). This way you don’t get anything in the mail hence saving the paper that would be used to produce your bill and also the paper that is used for the envelope.

    Some companies will even offer you a slight discount in your bill by going paperless because in the long run you are directly saving them money.

    Advertising

    2. Stop printing, signing, and faxing/mailing things. That is, if you are receiving these forms digitally. If you are receiving PDFs, then use a tool like PDFpenPro for the Mac or even try the new Adobe EchoSign with the free account for one individual and up to 5 transaction per month. There are of course other options for digital signing like Adobe Acrobat Pro, but the above two tools will work out for most needs.

    After you have signed something electronically you can then send it back via email or electronic fax. I have used eFax’s free service in the past, but I have found that having to send in documents by fax, especially for personal things, is not that normal; emailing an attachement of the PDF seems to be more and more accepted. Signing electronically won’t get rid of a lot of paper, but it is part of the bigger picture.

    3. Get a good scanner, shredder, and digital tool for filing. I chose the Fujitsu ScanSnap s1300, the AmazonBasics shredder, and a subscription to Evernote Premium. If you have to scan a ton of stuff and saving money isn’t important, then I recommend going with the grand-daddy of personal, duplex scanners; the Fujitsu ScanSnap S1500. Everyone is using them; you should too.

    Advertising

    Evernote Premium is great for storing your personal documents because of its excellent OCR service, tagging, and separate notebook creation. You can organize your documents in different ways and being able to use Evernote’s search capabilities, you don’t even need to know exactly where you put them.

    4. Digital notetaking tools. We have written about some of the best digital notetaking tools in the past as well as the most effective ways to use them and our opinions haven’t strayed too much. One thing to add is that if you followed step 3 above and got yourself an Evernote Premium subscription, then you can take most of your digital notes there with your iPhone, Android, iPad, Mac, or PC.

    One way that I have “cheated” is by using my Livescribe pen. I still have to buy the paper to take notes with, but I get the added bonus of storing the audio and PDF copy of the notes on my Mac and PC. After importing the notes, I can shred the paper if I so choose to.

    Conclusion

    As you can see the paperless lifestyle is getting closer and closer to reality, but there are still uses for paper that trump any digital implementation. Regardless, you can start with your paperless journey this year and get a little closer to that utopian view of a world without paper that we have been trying to reach for decades.

    (Photo credit: Stress by bureaucracy and paper filing via Shutterstock)

    More by this author

    CM Smith

    A technologist and writer who shares advice on personal productivity, creativity and how to use technology to get things done.

    Design Is Important: How To Fail At Blogging 7 Tools to Help Keep Track of Goals and Habits Effectively 6 Unexpected Ways Journaling Every Day Will Make Your Life Better Why Getting Things Done is the Best Productivity System For You How to Beat Procrastination: 29 Ways to Beat It Once and for All To Automate or not to Automate Your Personal Productivity System

    Trending in Technology

    1 7 Tools to Help Keep Track of Goals and Habits Effectively 2 7 Clever Goal Tracker Apps to Make the Most of Your Business in 2019 3 10 Smartest Productivity Software to Improve Your Work Performance 4 18 Best Time Management Apps and Tools (2019 Updated) 5 16 Less Known Gmail Hacks That Will Super Boost Your Productivity

    Read Next

    Advertising
    Advertising
    Advertising

    Last Updated on February 15, 2019

    7 Tools to Help Keep Track of Goals and Habits Effectively

    7 Tools to Help Keep Track of Goals and Habits Effectively

    Now that 2011 is well underway and most people have fallen off the bandwagon when it comes to their New Year’s resolutions (myself included), it’s a good time to step back and take an honest look at our habits and the goals that we want to achieve.

    Something that I have learned over the past few years is that if you track something, be it your eating habits, exercise, writing time, work time, etc. you become aware of the reality of the situation. This is why most diet gurus tell you to track what you eat for a week so you have an awareness of the of how you really eat before you start your diet and exercise regimen.

    Tracking daily habits and progress towards goals is another way to see reality and create a way for you clearly review what you have accomplished over a set period of time. Tracking helps motivate you too; if I can make a change in my life and do it once a day for a period of time it makes me more apt to keep doing it.

    So, if you have some goals and habits in mind that need tracked, all you need is a tracking tool. Today we’ll look at 7 different tools to help you keep track of your habits and goals.

    Joe’s Goals

    Advertising

       

      Joe’s Goals is a web-based tool that allows users to track their habits and goals in an easy to use interface. Users can add as many goals/habits as they want and also check multiple times per day for those “extra productive days”. Something that is unique about Joe’s Goals is the way that you can keep track of negative habits such as eating out, smoking, etc. This can help you visualize the good things that you are doing as well as the negative things that you are doing in your life.

      Joe’s Goals is free with a subscription version giving you no ads and the “latest version” for $12 a year.

      Daytum

        Daytum

        is an in depth way of counting things that you do during the day and then presenting them to you in many different reports and groups. With Daytum you can add several different items to different custom categories such as work, school, home, etc. to keep track of your habits in each focus area of your life.

        Advertising

        Daytum is extremely in depth and there are a ton of settings for users to tweak. There is a free version that is pretty standard, but if you want more features and unlimited items and categories you’ll need Daytum Plus which is $4 a month.

        Excel or Numbers

          If you are the spreadsheet number cruncher type and the thought of using someone else’s idea of how you should track your habits turns you off, then creating your own Excel/Numbers/Google spreadsheet is the way to go. Not only do you have pretty much limitless ways to view, enter, and manipulate your goal and habit data, but you have complete control over your stuff and can make it private.

          What’s nice about spreadsheets is you can create reports and can customize your views in any way you see fit. Also, by using Dropbox, you can keep your tracker sheets anywhere you have a connection.

          Evernote

          Advertising

            I must admit, I am an Evernote junky, mostly because this tool is so ubiquitous. There are several ways you can implement habit/goal tracking with Evernote. You won’t be able to get nifty reports and graphs and such, but you will be able to access your goal tracking anywhere your are, be it iPhone, Android, Mac, PC, or web. With Evernote you pretty much have no excuse for not entering your daily habit and goal information as it is available anywhere.

            Evernote is free with a premium version available.

            Access or Bento

              If you like the idea of creating your own tracker via Excel or Numbers, you may be compelled to get even more creative with database tools like Access for Windows or Bento for Mac. These tools allow you to set up relational databases and even give you the option of setting up custom interfaces to interact with your data. Access is pretty powerful for personal database applications, and using it with other MS products, you can come up with some pretty awesome, in depth analysis and tracking of your habits and goals.

              Bento is extremely powerful and user friendly. Also with Bento you can get the iPhone and iPad app to keep your data anywhere you go.

              Advertising

              You can check out Access and the Office Suite here and Bento here.

              Analog Bonus: Pen and Paper

              All these digital tools are pretty nifty and have all sorts of bells and whistles, but there are some people out there that still swear by a notebook and pen. Just like using spreadsheets or personal databases, pen and paper gives you ultimate freedom and control when it comes to your set up. It also doesn’t lock you into anyone else’s idea of just how you should track your habits.

              Conclusion

              I can’t necessarily recommend which tool is the best for tracking your personal habits and goals, as all of them have their quirks. What I can do however (yes, it’s a bit of a cop-out) is tell you that the tool to use is whatever works best for you. I personally keep track of my daily habits and personal goals with a combo Evernote for input and then a Google spreadsheet for long-term tracking.

              What this all comes down to is not how or what tool you use, but finding what you are comfortable with and then getting busy with creating lasting habits and accomplishing short- and long-term goals.

              Read Next