The basic idea is that Evernote functions as a digital notebook. Here are some favorites that can quickly cull down your paper piles and make life simpler overall.Įvernote is an amazing app that has nearly unlimited functionality. There’s a tool or app for every piece of the paperless puzzle. Wishing you had some help to make going paperless at work simple and easy? Good news – help is on the way. Helpful Tools to Make Going Paperless Simple and Easy You may be surprised to find how simple things can get when you ask for paperless solutions. Many offices have paperless correspondence available, but fail to mention the options to others. Ask for SolutionsĪs you’re making the switch, remember to ask your vendors and associates for their paperless options. Then trash or shred anything older than this date.įor the files you need to keep, start digitizing the most recent paperwork first, then work your way backwards. Talk to your accountant to determine how long you should keep tax documents, receipts, invoices, and other information. You don’t need to keep old files forever. Once your paperless system seems to be running smoothly, you can start tackling those old paper files. Or, you can choose one simple process and start there. Don’t have an inbox? Gather all the papers on your desk and start with the top of the stack. If you’re not sure where to start, the inbox is always a safe bet. Instead, start now and work on the older stuff later. As humans, we tend to procrastinate, and something will almost always seem more important than digitizing your paperwork. That’s a great way to make sure the switch never happens. You may think it’s best to make the paperless switch when you have time to organize all your current paperwork. Consider using tablets or other devices for taking orders, etc.Use digital calendars for reminders and employee scheduling.Set up email to organize incoming information into manageable folders.Use note-taking apps instead of sticky notes and “to do” lists.
Avoid mail or printouts unless absolutely necessary. Use payment kiosks for credit card transactions.Email invoices or customer receipts when possible.Use digital deposit for checks and cash.Use digital systems for invoice approvals or purchase orders.Pay invoices via bank transfer or credit card.Scan invoices and store digitally using keywords or tags for easy search.“Paperless” means different things for different offices, but here are some basic ideas: Accounts Payable Lay out a clear plan with a list of best practices moving forward. That’s why it’s best to make things as easy as possible. Most people are accustomed to using paper for everything, and old habits die hard. You may get a little pushback from employees at first. Tell them it may be a slow transition, but you appreciate their help making the switch. Gather everyone who regularly handles paperwork and let them know the plan: you’re going paperless. Rally the Troopsįirst, you need to get your team onboard. It’s more like a pet that needs to be trained to obey, and that may take a little time. Believe it or not, paper isn’t an invincible enemy. How can you possibly organize all this paper into digital files? We’re so glad you asked. So, you’ve got files everywhere and more paper coming to your inbox every day. Step-by-Step Guide to Going Paperless at Work If you’re worried that going paperless at work will be an intimidating process, don’t fret! This guide will walk you through the process step-by-step, and we’ll even include some handy tools to help you get started. And, of course, paperless filing is more secure too. With a paperless system, it’s simpler to find what you need when you need it. Paperless alternatives are economical, earth-friendly, efficient, and fairly easy to implement.
There are many reasons why more and more offices have decided to go paperless. When you think of your own office, consider how much space you use simply organizing papers for later reference. It’s also lost, misplaced, and misused on occasion. It’s tacked on walls, pinned on bulletin boards, and shoved in pockets. It covers every desktop, fills every filing cabinet, and spills out of recycling bins and trash cans. In the typical office setting, paper is virtually everywhere. Paper was once considered a necessity for office work.
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