![]() I’ve found that to go paperless, I needed something to write on and annotate (iPad and Apple Pencil), something to scan physical documents (proper scanner or app on your iPhone, look for OCR to recognize text content in your document), and something to automate partly the sorting (Hazel, on mac). After that, I provide myself with all the apps and hardware I needed to go paperless indefinitely.As of today, I have about 10 documents that I kept the physical copy. Every document that I knew I wouldn’t by any chance needed a physical copy was going to the shredder. ![]() I kept the physical copy of only the most important documents. This was by far the longest step, but I did it gradually. I labeled them the exact same way as mentioned in step 2, and sort them in the directory. From there I used a scanning app (Swiftscan) and started to scan my physical documents.I used iCloud but you can use whatever cloud service or local storage you prefer. I created the directory on my cloud service.Note that your directory will evolve with time, it’s not necessary to do a completely exhaustive listing at the beginning. All my documents are labeled 0000_YYYY-MM-DD_Name of the file. The categories would be defined by a 4 digits number (with the sub categories defined by the three last digits), followed by date. From there, I tried to create a coherent and as exhaustive as possible directory.I took all my physical documents and organized them in stacks, trying to identify the big categories and sub categories to organize my documents.So I did the transfer to a paperless office and home last year. My stuff is synced to iCloud but that is not a backup. At least one must be offsite (I use BackBlaze). It needs to have multiple backups with versioning. ![]() Last but not least, make sure you have a rock solid backup strategy.
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