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Why I Went Paperless (Contributed Post by Evernote Ambassador Jamie Rubin)

Community, Tips and Stories | By Jamie Rubin
JAMIE_paperlessflow
Name: Jamie Rubin
Location: Virginia
Evernote Ambassador: Paperless Lifestyle
Website: www.jamietoddrubin.com
Twitter: @jamietr
Go to the Paperless discussion forum


 

Hello, from your Paperless Lifestyle Ambassador

 

I suppose it seems odd that a writer would go paperless. Writers produce books made of paper, write articles printed on paper. Paper, one would think, is the canvas on which a writer creates. So why go paperless? There are three reasons I went paperless, two of which are practical and one of which was a challenge to myself.
  1. To eliminate clutter and save space. My home office has bookshelves filled to the brim with books. I have no more space for new books. So I buy almost all of my new books in e-book format. Digital documents take up very little physical space. This makes my wife happy. The technology is available to store all of my paper digitally and Evernote makes it easy to do.
  2. To have instant, ubiquitous access to all of my documents. Given how much we use devices like iPhones and iPads these days, it seems like it would be remarkably easy to have instant access to any of my digital documents. I can already do this with the books I own in e-book format so why not my other documents? I like being able to access my notes for the story that I am working on no matter where I am. It has proven convenient to be able to pull up a homeowner association budget while sitting at a meeting. Evernote, with its ability to store, tag and make searchable even my scanned documents makes this ubiquitous access remarkably easy.
  3. To prove that a paperless office isn’t some pie-in-the-sky dream. For years I’ve heard that we are moving toward a paperless office — but when push comes to shove, people seem hesitant to go paperless. I decided that I was going to see for myself whether a paperless office was really possible. There is a bit of a time investment getting started, but I have to say that having been paperless now for nearly a year, the time it has saved me in searching through piles, and the convenience it has added has more than made up for that initial time investment.

My process


One thing I learned early on: I  can go paperless, but the rest of the world still uses paper. Paper still enters my daily life, and must be accounted for. So I established a habit for getting rid of any paper that came in as quickly as I could. Writers live for the mail. It is ingrained in my soul to check the mailbox as soon as I get home from work. I then deal with this paper — and any others that might have accumulated — once each day as soon as I bring the mail in the house. If I am given paper at some other time during the day (maybe I get a pay stub from work) I put that into a paper “inbox” on my desk for processing at the same time I process my mail. My process looks like this:
    1. Check the mailbox after work
    2. Toss out the junk
    3. If anything is left, determine if I need to scan it.
    4. Scan to Evernote
    5. Do I need to keep the original? If not, shred it, otherwise file it.
    6. Check my paper inbox
    7. Repeat steps 4-5
This daily effort has become part of my routine. It takes less than 10 minutes, often less than five. A few important things to highlight about my process:
  • In step 3, determining if I need to scan something is the most significant decision in the process. I only scan items that I think I will need again in the future, and that are not otherwise available in electronic format. So I might scan a property tax statement, but I won’t scan a copy of the gas bill, which is available to me online through the gas company website.
  • In step 4, to scan to Evernote, I use the Canon P-150 portable scanner for Macintosh. It comes ready to scan directly to Evernote at the push of a button, can scan both sides of a page at the same time, and can do something like 15 pages per minute. It is compact and takes up very little space on my desk. It works great and I love it!
  • Step 5 is a reminder to myself that there are some things you have to hold onto, my infant daughter’s social security card, for instance.

Tips for getting started

 

Here are some tips for getting started going paperless with Evernote:

 

  1. Establish a daily routine. Don’t worry about going back through old records, at least not at the beginning. Establish a daily routine that works for you, make it habit, converting each day’s paper to digital form. Once you’ve gotten into the habit you can, if you wish, go back and scan old paper.
  2. Figure out your organization structure. Think about how you want to organize your documents before you get started, but try to keep the taxonomy simple. Remember that Evernote has some great search capabilities, including the ability to make PDFs searchable. I rely much more on the search feature than on tagging because I can search faster than I can tag everything.
  3. Access notes, even without a connection. If you use a mobile device like an iPhone or an iPad, consider turning on the “Offline Notebook*” feature for those notebooks you want to have access to even when you have no Internet connection. I have a “paperless filing cabinet” notebook that contains the bulk of my documents and I can access anything in that notebook even if I am not connected. Keep in mind the initial synchronization might take a little while, depending on the size of the notebook. [Learn more about Offline Notebooks]

*This is a Premium feature.

Join the Paperless Lifestyle Twitter Chat

Jamie will be hosting a Twitter Chat about Paperless Lifestyle in the coming weeks. Stay tuned for the announcement!

Jamie anchors the Paperless Lifestyle discussion over at our Lifestyle forum. Join the discussion here.

Check out some of Jamie’s on his blog about living the paperless lifestyle:

Using Evernote as a surrogate memory; or answering the question: when did ‘x’ happen?
How Evernote has helped me go paperless
Going iPad, Part 3: Note-taking, Evernote and Science Fiction Conventions
Managing my writing life with Evernote

The Evernote Ambassador Program

Evernote Ambassadors are amazing individuals that are here to teach, share and help you get more out of Evernote. Learn more about Ambassadors and consider submitting your story.

Join the conversation happening in our Lifestyle Forum to connect with Ambassadors and other Evernote users.
Join the conversation

Download Ambassador Guides

Drap and drop them into a New Note or attach them to a note so you can access them from any computer or mobile device where you have Evernote installed!

Joshua Zerkel’s Productivity Tips (PDF)
Brandie Kajino’s Organization Tips (PDF)
Carley Knobloch’s Spring Cleaning Tips (PDF)

  • Salim

    Jamie, many thanks indeed for this terrific description of your system. Clearly, the paperless world is going to be a life-saver in the years to come. A suggestion for the Writer in Mr. Jamie Todd Rubin: How about writing a manual/book describing all these steps – and beyond – for a newbie like me? I would need to save a paper copy of your autographed book though!!

    (I am just starting to muddle thru learing about using Evernote on my PC).

  • http://Evernote Martha

    Thanks Jamie!Great Post! Your informaton came at the perfect time! I am going paperless in 2012!..Wish me Luck!

  • Jill finch

    You are an inspiration. Being an obsessive paper collector I have now gained the confidence to cull, condense and confine my collection. Thank you for the tips. It works!

  • http:/www.wasrag.org Stew

    I’ve been promoting the paperless office since 1987, esp among law offices. Many now are, like you scanning things as they arrive in the mail, routing them to the atty/paralegal who needs them.
    Personally, retired, I gather lots of info and am _mostly_ paperless. I use many folders for email (TBird), save attachments to folderized system on an NAS (attached storage). Most things I receive in paper that are worth keeping scan on Fujitsu Scansnap 1500 – 25p/sec, both sides at once – very nice tool to get things into PDF (or colorful jpegs) quickly.
    However, as I look at Evernote, it’s handy for those with modest info needs. There have been note storage and indexed searching software for decades … and always the limitations end up biting the user in the butt, because they have their whole life in it.
    For instance, I keep notes in WP docs – about a dozen that are 150-500 pp long. Plus thousands of pdf’s, .docs, xls and other fiels that I search with Google desktop, if my filing system is amiss. Normally I can quickly find them in folders (I use descriptive filenames), or a short Windows search in a populous folder.
    So, I’m nervous that Evernote could possibly manage all I need. I would like to hear from some heavy-duty info users.
    Thanks for your contributions to the paperless movement.
    S

  • Alec

    Great post. It’s inspired me to go as paperless as possible. Thanks!

  • Jeff Statz

    Super post, Jamie. Even better, your helpful reply comments. I empathize with the paperless struggle, and the flow chart assist has helped. Thank you!

  • http://seo seo

    Hey there! Quick question that’s completely off topic. Do you know how to make your site mobile friendly? My website looks weird when browsing from my iphone 4. I’m trying to find a template or plugin that might be able to resolve this issue. If you have any suggestions, please share. Many thanks!

  • Nathan Ellsworth

    Sometimes I get hung up on the simplest things. So I am wondering when the Canon software pops the box before sending the note to Evernote, do you bother to change the default YYYMMDDMMSS.pdf filename it suggests? If so, can you describe your thought process on how you decide the name of each file?

    Awesome post by the way.

    Thanks

  • http://www.TravelingMailbox.com Andrew

    Hey guys,

    There is a company out there that offers postal mail scanning … http://www.TravelingMailbox.com – This would help with all of your postal mail scanning and junk mail. You can sort everything online and they have Evernote built in so you can send your scanned PDF’s over to your Evernote account. I found them by browsing through the Evernote trunk.

  • http://www.facebook.com/obijan Jan Hertsens

    Call up the company. Tell them you don’t want them.

    Most states have laws surrounding opt-out of mailings (I keep the reference handy), but I have never had anybody refuse when you ask them politely.

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