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Paperless

For years I wanted to go paperless, but was a bit overwhelmed by the challenge. As has been the case with so much on my sustainable lifestyle journey, I woke up one day ready to conquer another important effort. From that point forward I would commit to paperless administration of my family’s affairs as well as our small business.

The following is what I have learned regarding the essentials of going paperless.

  • If you do not already have it setup on your computer purchase online cloud storage. Find articles here on cloud backup subscriptions. BackBlaze is touted as the front runner, but I have successfully used Carbonite for Mac.

  • Instead of hitting PRINT, select Save as PDF and begin saving the documents instead of printing them.

  • Install a mobile scanner on your phone. I installed Scanbot - the scans are made into pdfs, easy to share by email, fax and text. Another benefit of this app is the space it saves on your desk.

  • An e-signature tool will be necessary for electronically signing documents without printing them. The e-signature tools recommended would be: Adobe Acrobat, Adobe Reader, Docusign, or MacOS Preview.

  • Get a file syncing and file-sharing service, such as Google Drive. This allows you to access your files from multiple devices and computers.

  • Track your online expenses with software like Quicken or Mint.

  • Sign up for e-billing and autopay options. No more stamps, writing checks or possible late payment fees, etc.

  • Sign up for e-statements, most banks and merchants are happy to have you switch to e-statements and some even offer promotions.

  • Adopt an electronic calendar that syncs with your phone and computer.

  • For any paper that is still accumulated, shredders are highly recommended for recycling with added security.

ARTICLES | BLOGS | RESOURCES

5 Apps You Need to Go Paperless | Jill Dufffy | PC Magazine | June 3rd, 2019

Gear for a Paperless Home Office | Erica Ogg | Wirecutter | February 11th, 2019

How to go Paperless in Your Home Office | Ganda Suthivarakom and Erica Ogg | New York Times | April 9th, 2019

Never Lose A Document Again: A Step-By-Step Guide to Going Paperless | Michael Ofei | The Vegan Minimalist | January 3rd, 2015

The Best Cloud Storage and File-Sharing Services for 2019 | Michael Muchmore and Jill Duffy |PC Magazine | June 14th, 2019

The Best Mobile Scanning Apps | Ben Keough | Wirecutter | June 6th, 2019

The Best Online Cloud Backup Service | Joe Kissell | Wirecutter | March 12th, 2019

What Documents Should I Shred and What Should I Keep? | Thorin Klosowski | lifehaker | April 18th, 2014

Paperless and plastic-free home office supplies.

Paperless and plastic-free home office supplies.