Going Paperless: Start to Finish

Professional organizer Suzanna Kaye helps businesses and individuals go paperless.

Introduction

• Welcome
• Why go paperless, and best practices
• Using the exercise files

1. Backing Up and Maintaining Your Information

• Understanding backups and redundancy
• Using Acronis Backup software
• Techniques for purging and archiving

2. Password Management

• Password concepts
• Creating memorable complex passwords
• Using LastPass password software

3. Managing Incoming Papers

• Creating a paper-retention policy
• Creating a physical-paper storage policy
• Creating a scanned-paper storage policy
• Setting up your paper-management system
• Setting up and using an action file
• Stopping unwanted junk mail

4. File and Document Storage

• Organizing and naming virtual files
• Using Dropbox for online storage

5. Scanning

• Choosing and using a desktop scanner
• Understanding scan settings
• Using PDF printers
• Using PDF scanner mobile apps

6. Calendars

• Understanding virtual calendar concepts and features
• Creating an event in iPhone Calendar
• Creating an event in Android Calendar
• Using the Week Calendar app

7. Contacts

• Managing contacts
• Adding contacts in iPhone Contacts
• Adding contacts in Android Contacts

8. Managing To-Do Lists and Other Kinds of Lists

• List types, uses, and structures
• Using the Clear list app
• Using the Remember the Milk app for task management

9. Saving Notes

• Understanding notes and how to store them
• Using Evernote to save and retrieve information

10. Organizing Bookmarks and Email

• Internet bookmarks and shortcuts in Google Chrome
• Organizing email using Gmail
• Setting up email filters in Gmail
• Flagging emails in Gmail

Conclusion

• Paperless review
• Next steps