Going Paperless in 4 Easy Steps

Dennis Snider

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  1. Start Small and Focus on New Habits

The first step in going paperless is to ignore the backlog of accumulated paper. Instead, concentrate on new habits moving forward. Don’t let old piles of paper hold you back. Adopt a go-forward approach. Consider the following actions:

  • To-Do List App: Use a to-do list app to organize tasks, chores, shopping lists, and reminders.
  • Scanning App: Install a scanning app to quickly digitize physical papers.
  • Online Storage Service: Choose an online storage service (such as Microsoft OneDrive, Google Drive, or Dropbox) to store your digitized documents.
  • E-Signature Tools: Familiarize yourself with e-signature tools for signing documents electronically.

Remember, going paperless is a process, and quitting paper cold turkey might not be feasible. Focus on the future and let go of the past.

  1. Select the Right Software

Choosing the right software is crucial for a successful transition. Consider the following tools:

  • To-Do List Apps: Explore options like Todoist, Microsoft To Do, or Any.do. These apps help you organize tasks, set deadlines, and manage your daily activities.
  • Scanning Apps: CamScanner, Adobe Scan, or Microsoft Office Lens are excellent choices for digitizing physical documents. They allow you to capture, crop, and enhance scans.
  • Online Storage Services: Microsoft OneDrive, Google Drive, and Dropbox offer secure cloud storage. Choose one that aligns with your needs and integrates well with other apps.
  • E-Signature Tools: Adobe Sign, DocuSign, and HelloSign simplify electronic signatures. They ensure legal compliance and streamline document approval processes.
  1. Embrace Organizational Change

Going paperless requires a shift in mindset and practices. Encourage your team or family members to adopt these changes:

  • Educate: Provide clear instructions on minimizing paper usage. Create written guidelines for everyone to follow.
  • Training: Offer training sessions on using digital tools effectively. Show them how to scan, organize, and collaborate digitally.
  • Lead by Example: Be the champion of paperless practices. Demonstrate the benefits and encourage others to follow suit.
  1. Stay Disciplined and Rinse, Repeat

Maintaining a paperless lifestyle requires discipline. Here’s how to stay on track:

  • Regular Review: Periodically review your digital files. Delete unnecessary documents and organize folders.
  • Backup: Regularly back up your digital files to prevent data loss.
  • Consistency: Stick to your new habits. Avoid slipping back into paper-heavy routines.

Remember, going paperless is an ongoing journey.