Verified FBN Member (MN)

General

Looking to Create a Digital Office

Looking for advice on a software system that can help eliminate the mountains of paperwork that rolls through my office on a yearly basis. I hate doing paper filing and no matter how careful I try to be, it seems like I misfile several items each year, probably because I'm in a hurry. Besides that, storing all these files takes up a large chunk of space in my office. Having things stored securely on the cloud somewhere seems like great insurance if the unthinkable were to happen and everything was lost to a disaster. Has anyone gone to a near paperless system? If so, is it efficient and simple to control and manage? Not overly expensive? I'll take whatever opinions you all have. Thanks!!

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Verified FBN Member (IL)

One thing I do is scan all my paper work to a PDF file. I put a link to the Epson scanner that I use at the bottom of this post. The softw...

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Verified FBN Member (IA)

Google Drive and Google Docs are your friend. You can share documents and never worry about hitting file>save or backing up your system. I’v...

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Verified FBN Member (ND)

I use quickbooks, it has a feature when you enter an invoice, bill, deposit, write a check or about anything else’s you can attach a file to...

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Verified FBN Member (OH)

To all of you that scan files to be stored on the computer is there some clever way you name files and arrange folders to make retrieving th...

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Verified FBN Member (IL)

I scan and save files to my computer.

Folder structure is like: My Files/Cargill/2019/2019-12-10settlement.pdf

So under the “my files” f...

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Verified FBN Member (NE)

I save receipt pdf's with the name in a verdor, date (y-m-d format) and keywords of "what it's for" format so I can search for it easily. Th...

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