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8 Tips For Creating A Paperless Office

April 23, 2021 No Comments

Featured article by Larry Johnson, IT Expert

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Going paperless is a good way to minimize your company’s footprint on the environment, boost transparency in your daily operations, and get more storage space from your file cabinets. If you want to create a paperless office, tools including electronic invoicing platforms and document management software are widely available.

Documenting Digitally

Nowadays, many transactions are occurring online, especially due to the ongoing pandemic. The price of cloud storage and other software is now more affordable as well compared to the previous years. That’s why today’s the best time to digitize office documents with the help of reliable service providers.

If you don’t know where to get started, below are tips to create a paperless culture:

1. Use Instant Messaging And Cloud-Sharing Apps

Many apps have allowed people to communicate easily regardless of their location. Because of this, businesses are more connected than ever. Other apps have also enabled employees to communicate with one another in real-time without the risk of reports, paper memos, and some documents taking over workspaces. You may even go further by saving storage space, replacing the filing cabinets with digital file-sharing systems.

2. Scan Your Business Cards

If you’re somebody who attends workshops or events regularly, you should be having separate drawers in your cabinets to store your business cards. Often, people purchase big folders to store the cards they receive.

Searching through such cards is a pain. To avoid this, one of the best solutions is developing a paperless office strategy for your company. These may include the use of several apps, which will help you scan business cards easily. Some apps read data with the use of Optical Character Recognition (OCR) technology to store files in a logical format.

3. Use Note-Taking Apps In Meetings

Note-taking has always been beneficial and pragmatic in maintaining proper meetings, and doing it digitally means getting rid of stacks of notebooks piling up on your desks, in your trash cans, and in filing cabinets. Just think of the time lost because of digging through your paper notes.

With some apps, you can take digital notes and share them across various platforms. If needed, you can do this from various devices, add users to edit, and present them if necessary.

4. Have Invoices Scanned

As an entrepreneur, you probably have various people you employ outside your organization. For this reason, you’ll have countless documents you’ve collected from each of them.

Ensure you let them know you’d only be receiving any kind of legal documents in soft copy. Rather, recommend them to have their invoices delivered through electronic messages and emails to make have your office free of paper. Other miscellaneous documents in hard copy can be scanned easily using available tools online.

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5. Discourage Printing Procedures

Aside from calculating your paper use and considering your team’s support, you have to ensure you cultivate a culture opposing printing procedures. One way to do it is to establish a cross-department team, which handles your office’s paper use and manages it following the requirements and needs of the organization.

6. Minimize Having Printed Roadmaps And Post-Its

Managing projects and tasks in most cases are part of the daily routine of every employee. Traditionally, to-do lists and sticky notes are used to keep track of various tasks. Fortunately, apps let you manage these paper-free and more efficiently.

Some project management tools are good ways to track deliverables and allocate those to different platforms and devices. For this reason, printing out lengthy reports is now a thing of the past because of the advanced project management software.

7. Consider Paperless Transactions

One step you have to do in creating a paperless office is to consider digitalizing business transactions, and such may range from mobile bills to bank statements. Ensure you tell these organizations your firm would prefer paperless documents.

8. Sign Documents Digitally

The majority of countries now have laws to make digitally signed contracts as credible as the ones signed with pen and paper. You can do it easily with the use of various apps. Also, you can send PDF files with digital signatures if you want to go paperless. For businesses, just accept signed documents by email instead of requiring their clients to fax.

Conclusion

If you want your business to go digital, one of the most essential steps you should take is to go paperless. Taking advantage of today’s available technology can boost your company’s productivity and efficiency. To get started in having a paperless office, make sure to keep these tips in mind and implement them properly to get the best possible results.

Larry

Larry Johnson

Larry Johnson is an IT expert, specializing in cyber security and data science. He imparts his tech knowledge through his blog and published articles in various online platforms. He is married with two children. Larry enjoys playing basketball, hiking, and biking.

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