How to make a paperless office
This interesting article talks about the required components of making a paperless office (my dream too!).
You can read the full story from Productivity 501.com.
The essentials:
Scanner
Most people start with a scanner when they think of a paperless office. While it is important, it is more important to identify how the documents are going to be handled once they are on the computer and then work backwards to determine the best scanner that is compatible with the software you plan to use…
Shredder
Once you scan a document you need an easy way to destroy it. There are a very wide variety of shredders on the market. For a paperless office you need something that can handle a reasonable volume and is fairly secure. Older scanners simply cut the paper into strips. These can be easily pieced back together. At the minimum you want a “confetti” shredder that produces pieces 1 inch by 1/4 inch. The ultra secure shredders reduce paper to a powder, but these usually run a few thousand dollars…
Secure Hard Drive Storage
Going paperless means that all of your information is going to be in one centralized place. While this is convenient, it is an identity thief’s dream target. If your computer were lost or stolen you want to make sure that they would not have easy access to all of your bank accounts, retirement info, etc…
Document Management System
This is really the cornerstone of your system. When you scan in a document you need some way to track it. It is possible to just use the file system as your document management system. OS X and Vista both provide a way to add metadata to files and this can be an effective way to track things. Spotlight and Vista’s search feature may be all that you need. Another alternative is to use Google’s desktop search to locate data…
Secure Backup System
With so much vital information being stored directly on my computer, I think I’m going to need to revamp my backup plan. I will probably keep DVDs or a hard drive in a lock box, but I’m considering the possibility of keeping an encrypted copy online, possibly using Amazon’s S3 service. .Mac has recently upgraded their storage limit, so it might be possible to keep an encrypted version of my documents synched with the .mac servers as another alternative…
High Resolution Monitor
I (the author) currently have a 17 inch Powerbook with a 1440 x 900 screen and a 24 inch Dell monitor with a 1920 x 1200 screen. When I upgrade my Powerbook I’ll probably go with the 1920×1200 built in display. The higher resolution isn’t so I can show an entire sheet of paper at only 5 inches tall. However, it should make it easier to read PDFs when I’m displaying an entire page on the screen and reduce the amount of time I have to spend scrolling around in a document. This is particularly important when dealing with multi column documents…
Portable Paper Replacement Devices
One of the common uses of paper, is to take with you. For example, you might print out a map to take on the road, print out your flight information when going on a trip or print out an article to read on a plane…
I’m not sure if you can really replace paper when it is used in this way, but I have a few devices that I plan to try to use. The first is my Blackberry. The second is my Sony eBook Reader that uses digital ink technology. I think I’ll still feel safer having my map or flight information on a piece of paper, but we’ll see…
Digital Signature Solution
One of the big reasons I print documents out currently is so I can sign them and then fax them to someone. I’d like to find a good way to handle digital signatures on PDF documents. The simple way is to just scan in my signature, however Acrobat has some capabilities that allow you to sign or encrypt your document with your personal key which allows people to verify that you indeed signed the document. I don’t know much about what is possible at this point, but I’m looking for something that will give me a single way of dealing with signed digital document–whether they are being emailed to an insurance agent in the middle of rural Nebraska or a banker who has the most elaborate setup for verifying digital signatures…







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