What It Is

Good question. The Guide starts with a 10,000+ word PDF with tips and strategies to help both Mac and Windows users figure out how to organize their electronic documents once they have been scanned. The guide covers folder and naming conventions and compares and contrasts the major paperless software packages for Mac and Windows, including “what’s not so good” and “who should buy it” for each one. It also covers tagging and how to secure your documents on your computer.

Since I know you are all sick of hearing from me, I have also done seven (and counting) audio interviews: four with DocumentSnap readers just like you that have gone paperless (or are well on their way) and three with professional organizers.

Finally, if you are like me you learn visually. I have recorded six (and counting) video screencasts showing how to do a number of going-paperless activities in Mac and Windows, as well as one that takes you through my workflow and how I do things.

Who It’s For

You have started down the path of going paperless and are stuck, or are not sure where to start. You have a scanner (or know which one you want to buy). You are tired of looking all over the Internet for bits and pieces of information and would like to just have everything consolidated in one place.

Should you use folders or software (or both?). Which software is the best for you? How do you keep your documents secure? These are the kinds of questions that we look at.

Who It’s Not For

This guide won’t tell you which scanner to buy or go through every single backup option. Those are very important, but not the focus of this guide.

No guide or piece of software is going to “go paperless” for you. At the end of the day, you have to actually do the stuff outlined. If you are not at the place to be able to do that yet, this may not be for you.

That’s it! I hope you enjoy it as much as I enjoyed putting it together for you.

About the Author

Brooks Duncan helps individuals and small businesses go paperless. He's been an accountant, a software developer, a manager in a very large corporation, and has run DocumentSnap since 2008. You can find Brooks on Twitter at @documentsnap or @brooksduncan. Thanks for stopping by.

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[…] first, I discovered how it can help me go paperless (thanks to Brooks Duncan’s excellent advice on DocumentSnap – if you’re serious about paperless, do consider getting his Paperless Document Organization Guide); […]

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[…] first, I discovered how it can help me go paperless (thanks to Brooks Duncan’s excellent advice on DocumentSnap – if you’re serious about paperless, do consider getting his Paperless Document Organization Guide); […]

DocumentSnap was created by Brooks Duncan (that's me). I started it in 2008 as I was going through my paperless journey. Now I share what works (and what doesn't) so you know exactly how to go paperless yourself.