Going Paperless Without Losing Your Mind: The Key to Success
Wanting to ditch paper altogether is a noble pursuit. However, the reality of actually going paperless can be daunting - especially when it comes to maintaining organization and staying on top of paperwork. To begin with, think about maintaining your oral hygiene in a similar way you think about brushing your teeth. You don't need to do everything perfectly every single day; just aim for good enough.
The process of transitioning to a paperless lifestyle involves nine key steps:
First, determine where all your digitized papers will be stored. Using cloud storage services like Dropbox, iCloud, Google Drive, or Microsoft OneDrive ensures that you always have backups.
Next, create an inbox folder where newly scanned papers will go by default. This is where files can remain until they're sorted into more specific folders - an essential step when time is of the essence.
When scanning paper, pick a suitable app and don't overthink it. A built-in scanner in your cloud storage service's mobile app should suffice. For example, Dropbox has a great app with features like autofocus, auto edge-detection, and cropping tools.
Every new piece of paper that can be scanned should be done immediately - get into the habit! Ignore any backlog for now.
When scanning a new piece of paper, rename the file using a formula such as YEAR_description_detail. For instance, if you received a letter from the IRS in September 2025 related to your 2024 taxes, the file name would be 2025_IRS_letter_2024_taxes.pdf.
Sort the file into a folder with specific categories or save it to the inbox - both options are viable depending on the situation. If there's an extra 15 seconds to spare, you might as well sort it now!
For papers that must be kept in physical form, write "Scanned" and add the date on top of the paper. If necessary, use a sticky note instead.
Once done scanning new papers, get rid of any unnecessary documents by shredding, composting, or recycling them.
The last step involves tackling your backlog - but don't tackle it all at once! Focus on key documents first. Set aside time when you're motivated to be more organized and take the plunge.
Ultimately, maintaining a paperless lifestyle is not about perfection; it's about being good enough.
Wanting to ditch paper altogether is a noble pursuit. However, the reality of actually going paperless can be daunting - especially when it comes to maintaining organization and staying on top of paperwork. To begin with, think about maintaining your oral hygiene in a similar way you think about brushing your teeth. You don't need to do everything perfectly every single day; just aim for good enough.
The process of transitioning to a paperless lifestyle involves nine key steps:
First, determine where all your digitized papers will be stored. Using cloud storage services like Dropbox, iCloud, Google Drive, or Microsoft OneDrive ensures that you always have backups.
Next, create an inbox folder where newly scanned papers will go by default. This is where files can remain until they're sorted into more specific folders - an essential step when time is of the essence.
When scanning paper, pick a suitable app and don't overthink it. A built-in scanner in your cloud storage service's mobile app should suffice. For example, Dropbox has a great app with features like autofocus, auto edge-detection, and cropping tools.
Every new piece of paper that can be scanned should be done immediately - get into the habit! Ignore any backlog for now.
When scanning a new piece of paper, rename the file using a formula such as YEAR_description_detail. For instance, if you received a letter from the IRS in September 2025 related to your 2024 taxes, the file name would be 2025_IRS_letter_2024_taxes.pdf.
Sort the file into a folder with specific categories or save it to the inbox - both options are viable depending on the situation. If there's an extra 15 seconds to spare, you might as well sort it now!
For papers that must be kept in physical form, write "Scanned" and add the date on top of the paper. If necessary, use a sticky note instead.
Once done scanning new papers, get rid of any unnecessary documents by shredding, composting, or recycling them.
The last step involves tackling your backlog - but don't tackle it all at once! Focus on key documents first. Set aside time when you're motivated to be more organized and take the plunge.
Ultimately, maintaining a paperless lifestyle is not about perfection; it's about being good enough.