I've gone completely paperless. Bills, receipts, school work, letters - all come in, get scanned and shredded. There are very few exceptions of things that I keep.
As a single dad, documentation is your friend. Being very organized is so important. I cannot stress these two things enough.
In a later post I will talk about OurFamilyWizard.com (OFW) which is a site my ex and I use to communicate. Often I will scan things in and send them to the ex on OFW. Another tool that I will talk about in a future post is QuickBooks by scanning them in receipts and attaching them in QuickBooks.
I choose the Fujitsu ScanSnap iX500 Scanner for PC and Mac (PA03656-B005) (http://amzn.to/1y50Sq7) after doing a lot of research and reading reviews. This scanner is a little pricy at over $400, but it is worth every penny.
This scanner works at over 25 pages per minute and thats double sided in color. You can feed in receipts and full size sheets at the same time. The software it comes with does optical character recognition which means your files are searchable. While the OCR isn't perfect, it works pretty good. You may have a scanner on your all-in-one printer, but the speed of this scanner makes going paperless practical.
So far I have not used the software that it comes with to organize files. I've found it much easier to manually sort my scans. When I first used the scanner, I was using it wirelessly. I found that every now and then the wireless connection would break and that scanning wirelessly was slower. I've moved the scanner next to my desk and use it with the USB connection. This scanner supports a USB 3.0 connection.
Here is my workflow:
The software will let you set up different profiles. I have one that I have set up to scan receipts, letters, and other documents. I have another profile set up just for the kids homework, since I email this off to my ex every night. The profiles are set up to make a PDF file and you can set the resolution which will determine the file sizes.
I have a specific folder inside my Dropbox that all my scans drop into. The software will let you chose a specific folder. From there I sort my files into folders by category (usually by company name). I also have a folder called "receipts" and inside that folder are folders named for stores and businesses.
It's important that you use a folder inside Dropbox or some other cloud service that sync's automatically. That way in case your hard drive crashes, your data will be safe. This will also allow you to access your scans from your mobile device. There are a lot of times that I have accessed scans on my iPad or iPhone. This also gives me the ability to email or share these documents instantly.
Dropbox also has a cool feature that you can enable inside your account. Most of the cloud services have a similar option. You can log into your dropbox on a computer and set the option to allow you to email attachments to your dropbox. Simply save this email address to your contacts and when you have an email with an attachment, you can forward it to your special dropbox email. Dropbox will automatically save the attachment to your dropbox in a special folder.
Sometimes I get emails that have receipts that I want to save PDF's of (like amazon orders or iTunes), but they do not have an attachment. If you forward this to your dropbox account, it will not save anything since the Dropbox Email only saves attachments. You can save these as a PDF on your computer and move these into your dropbox folder, but this takes some time and requires you to be in front of a computer. Many times I'm mobile. In that case I forward these emails to pdfconvert@pdfconvert.me and it emails me back with the original email as an attachment. I then forward these to my dropbox email. Another option if you are using a mobile device is to use a PDF Printer program. Many of these programs will let you save the PDF files to a cloud service.
So get organized. Go paperless. it's worth it.







