Paper Tiger Filing System software is an indexing system for your physical files that has a powerful and easy-to-use search engine built into the database so that lost information is virtually eliminated in your office. You would simply type the information into the database relating to your physical files.
Keep your paper in its original form (you do not have to scan it) and use the power of the computer to quickly and easily find the information when you need it. This is the best of both worlds. You get all of the best things from the computer, but do not have the problems of using a scanner, such as removing paper clips, staples or sticky notes or the problem with paper jams in the scanner.
Paper Tiger can index anything; it’s not just document management! Some things just can’t be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, etc. That cannot be done with systems that require scanning into an electronic file.
However that being said, Digital Tiger is now available with a paid Paper Tiger Online Basic or Pro account to provide a digital solution enhancement to Paper Tiger Online that will allow you to search your scanned and other electronic files that you have in Google Docs, along with your physical items that you’ve indexed into Paper Tiger. When Digital Tiger is activated by connecting your Paper Tiger Online account to your Google Docs, then you will be able to search from one place to find both your paper/physical items and your digital files. More information can be found on our Digital Tiger page.
For those paper files that you need to keep in hard copy format, index the item name and keywords relating to those documents into Paper Tiger. Then for your paper files that you do not have to be kept in hard copy format, scan them, then upload to Google Docs which will be your digital file storage location. Note that some scanners will scan directly to Google Docs, so check with your scanner manufacturer to see if there is an update to allow you to skip the uploading step. For these documents that you’ve scanned, you can then decide to shred or recycle them.
To prepare for Digital Tiger, you can create, scan or upload your digital files to Google Docs format. Again, Paper Tiger is for indexing the paper files that you need to keep in hard copy format, and other items such as passports, instruction booklets, or CDs, DVDs, Books, home or office inventory and/or storage, etc. If there are some documents that you’ve scanned but still need to keep in hard copy format as well, you can also index them into Paper Tiger, so when you search for a keyword, you’ll be able to see that you have a copy in your physical file cabinet and you also have a digital copy of that file in your Google Docs.
So for paper filing, you would first set up all hanging file folders in your file cabinets at one time using the numbered tabs that you print out from the software and they never change. You input information relating to each document in the database’s digital file location. Paper Tiger assigns the file number to the document or set of relating documents that you want to put in the same hanging file folder. You can give the document any name you want without any worry about finding it later. This is because the system will allow you to tag keywords that describe all documents that you put in your hanging file folders. For documents that you want to add to the same file, simply edit the Item and add additional keywords necessary for the new document(s).
Because the hanging file folders are already setup and waiting for your information, you eliminate the time-consuming hassle of having to find and create a file folder and tab each time you want to file something. Again, the software will assign an index number to each file you add to be put in the first available empty hanging folder.
When you’ve converted your filing system to Paper Tiger, and you need to find a file later, you simply conduct a Google-like search in the database for whatever keyword you’re thinking on that day to find where your file is located.
Please view our videos on our Why Paper Tiger page at http://www.thepapertiger.com/tour, which may help you understand better.
You might find A Guide to Converting to Paper Tiger helpful. If you already have your files in place, we suggest start sorting the piles on your desk, then one drawer at a time. Purge (recycle) what you can.
Make the decision what would be the best option for each document. We have several articles on our blog from some of our Paper Tiger Experts who are also productivity experts that have helpful tips regarding making decisions about how to better manage your paper. Three examples are:
-Sherry Borsheim, “Too Much Paper in Your Life – Do It F.A.S.T.!”
-Stephanie Calahan, “Use the DART System to Get Through Your Paper Piles”
-Anne McGurty, “Year-End Filing – The File Clean-Out Process”
To give you an example of how you might set up a filing system, below are some suggestions. Please note these are only suggestions because everyone does not think, file or organize in the same way. If you need one-on-one professional help to get organized, we refer you to professional organizers that also specialize in implementing Paper Tiger. See our Paper Tiger Experts page. You would contract them based on their current ‘office miracle special, and they will be able to either come into your office or conduct a session or day with you virtually.
In Paper Tiger’s database, a Location is a physical Location for storing Folders, such as a file cabinet or a desk drawer that relates to a Location within Paper Tiger. So Paper Tiger uses Locations in the database to represent these places where you store the items you want to be able to find later. These Locations can be named anything you want – however you relate to what you are indexing, i.e., Action files, Reference files, Office files, Home files, House, Basement, Garage, etc.
Action Files are files you use most frequently and would be placed in a drawer close to you, such as your right bottom drawer of your desk. There are two categories of Action Files:
Temporary Action Files are files of current projects or events that will come to an end, i.e., contracts under review, files on a new committee assignment or presentation notes for an upcoming meeting.
Permanent Action Files are files for tasks that require ongoing action, i.e., “Call,” “Pay,” and “Write.” Another example of a Permanent Action File might be “Invoices to be Paid”. Once the invoice has been paid, you would move the document to the Reference Location in the Invoices hanging folder.
There is also an Action Date function within Paper Tiger in which you can select the next date that an item requires action. You can also note what action should take place on that action date. When you open Paper Tiger, a reminder will pop up for those actionable items.
Reference Files are files you need to refer to from time to time. “Auto Insurance,” “Taxes – Current Year,” and “Time Sheets” are examples of reference files.
In the Reference Files Location, you might have hanging file folders for the following:
1. Invoices (within this hanging folder, you can file invoices either by month, chronologically or alphabetically)
2. Purchases (within this hanging folder, you can file purchases either by month, chronologically or alphabetically)
3. Expenses (within this hanging folder, you can file expenses either by month, chronologically or alphabetically)
4. Taxes (within this hanging folder, you can file the documents relating to only the current year’s taxes. Previous year’s taxes should be Archived, along with the invoices, purchases and expenses for those respective years.)
5. Utilities (within this hanging folder, you can file utility bills either by month, by the type of utility or company name. You might have manilla folders within this hanging folders with the type of utility: -Electricity, -Gas, -etc….then you could just input each new bill in the front of the respective manilla folder so the latest bill would be at the front)
6. Insurance (within this hanging folder, you might have manilla folders filed alphabetically for Autos, House, and Office) The Item name would be Insurance and keywords might be ‘automobiles, cars, Ford, Honda, State Farm, name, address and phone number of agent(s), policy, home, office, equipment, health, employee, employers, personal, workers compensation, … You could also sub-divide this to Insurance-Auto, Insurance-Home, Insurance-Office into 3 separate hanging folders.
7. Software
8. Passport
9. Sports activities (schedules for tennis, baseball, classes, team members, etc.)
10. Billy (school papers, immunizations, schedules for classes and other activities, awards, etc)
11. Susie (school papers, immunizations, awards, schedules for classes and other activities, etc)
12. Community Service
13. Personnel/Human Resources (within this hanging folder, you might have manilla folders for each person in your company filed alphabetically) However, if the documents for each employee is greater than what will fit into a manilla folder, you might create a Location separately for Personnel/Human Resources. This would give you the option of creating a separate hanging folder for each employee.
14. Medical records
Click here for more file name suggestions courtesy of Deanne Kelleher, founder of kAos Group
As you see these are not in alphabetical order, and of course, they do not need to be since we are indexing our files with Paper Tiger, however you might want to think about what types of files that you want to put together. For example, the files that you will be referencing more frequently in the first 1 or 2 file cabinet drawers convenient to you. The list above would be indexed Reference 1, Reference 2, Reference 3, Reference 4, Reference 5, etc. through Reference 14. The next file that you add to Paper Tiger then would be assigned Reference 15 and would go into Reference 15 hanging file folder.
You might also have an Archives Location for the older files that you need to keep for legal or tax or various other reasons for longer periods of time, but do not need to reference. See our blog posts for Records Retention Guidelines. You would be able to transfer these files in the database from one Location to the Archives Location so that you can still keep track of where they are. Then move the physical files to the physical location to coincide with the indexed file item number in your Paper Tiger database. As information, when you transfer files from one Location to another, this opens the Item Number from the original Location for new documents.
When a hanging file has gotten too overstuffed, you can sub-divide that file chronologically by year. For example, your hanging file folder Reference 12 for Community Service for 2009 and 2010 could be moved to new hanging file folders with Item Names ‘Community Service-2009′ and ‘Community Service-2010′. If you move them within your Reference Location, they would be added to the first 2 available open Item numbers in Paper Tiger. Or you could transfer them to your Archives cabinet. Reference 12 would then have room for your new current year community service information.
For the above example, assuming that Reference Item numbers 1-4 all relate to information that you need for your taxes, you would be able to transfer those files to an Archive hanging file folder (or drawer or box depending on the amount of documentation you have and where you will be moving those documents to) named ‘Taxes-2010′ after you have completed your 2010 taxes. Reference Item numbers 1-4 would then be available for your new current year documents relating to the respective Item Names.
Other Location suggestions are described on our Not Just For Filing Paper page at http://www.thepapertiger.com/tour#4, which include but are certainly not limited to:
- Bank Security Boxes
- Books
- CDs
- Collection
- Craft Supplies
- DVDs
- Inventory
- Keys
- Moving Boxes
- Storage Containers
- Storage Sheds
- Wine
Categories in Paper Tiger is an additional section in which you can use to classify groups of related items. The Category, “Bills” might be added to “Utility bills”, “Car repair bills” e.t.c.
For your Books Location, the Category “Self-Help” might include all your books that relate to self-help or motivation. You might also have Categories for Books named:
- Business
- Crafts
- Finance
- Gardening
- History
- Marketing
- Novels
- Technology
Don’t forget to create a records retention policy for your home and/or office to have a guideline of how long you should keep records in your specific situation. We have articles under our blog category, “Retention Guidelines: How long should you keep records?” that you might find helpful.
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Trying to maintain organized living when it comes to having a home office can be a tricky task. There can be so much paper work, documents, books and other things that seem to get in the way, get misplaced or get overlooked completely. Having a digital filing system in place, like Paper Tiger Filing System Software for document management, can help take the hassle and clutter out of the home office. Whether you are about to renovate a room and change it into your office or already have one in place, either way you can benefit from starting to use a digital filing system.
Gone are the days when you cannot track that one paper or document you really need. Nothing can be more frustrating than needing an important item at an exact moment and being unable to track it down. You need the data from a sheet of paper, or someone is on the phone and needs some figures right then and there. The only problem is, that particular sheet of paper doesn’t seem to be anywhere to be found.
Ironically, old alphabetical filing systems didn’t really enable you to locate the paper any easier. For instance, if you had a slip of paper for your car expenses it should filed alphabetically under car, right? It also could be under “A” for auto repairs, “F” for Ford repairs or even just “R” for repairs – that is, if it is even in the right spot, at all.
This can especially be true and even more confusing if you have anyone else working with you in your home office. How can you be sure you are both using the same methodology in your filing system? A digital filing system can help do away with all the troubles and stresses that arise from having a disorganized home office.
Using a digital filing system will help you to have organized living and declutter your life, your home office and your home in general. Imagine the time you will save by being able to track papers, documents or books with your filing system. You can index more than paper files, too. Anything that you can put a number onto, you can add to your digital filing software.
So, that includes items such as CDs or even photos. Or maybe your home office is for your business of selling collectibles online. When an item sells, you need to be able to locate it quickly so you can ship it off to your customer. You might be keeping your inventory at home, stored somewhere such as the attic and even in a rented storage somewhere off your property. How can you find that item, aside from just hoping you recall where it is from memory? The answer is to use Paper Tiger Filing System Software for document management to get organized and maintain organized living in your home office and work space to be more productive.
You will so love the software that you will want to expand its use to many things other than paper, such as books, CDs, DVDs, collections, storage boxes, etc! In addition, Paper Tiger Online will soon be able to connect Digital Tiger to Google Docs which will allow you to search for both your paper files and other physical items that you’ve indexed into Paper Tiger and your digital files that you’ve scanned, uploaded or created in Google Docs! Yes, we recommend Google Docs for your electronic files because it is the least expensive digital cloud storage that you’ll find anywhere. You’ll be able to search for both physical items and scanned or digital files from one search. This will make your time management and productivity even easier to maintain!
Whether it is your home, home office, work space or personal gathering of collectible memorabilia, getting organized will reduce stress in your life and help you be more productive. An effective filing system method, like Paper Tiger Filing System Software for document management can help get your life in order, for both personal and professional. The problem often is, once you have a disorganized system, it can be difficult to get out from under it. Many people claim to have a “method to their madness” or that the filing system they have in place, with random papers stacked on every flat surface of a room, “works for them.” Truth be told, though, this probably isn’t true and they waste a lot of time searching to find what they need.
It takes more effort to deal with clutter and spending time trying to find documents and other physical items than it would if you had a system in place. Besides, if someone else had to work with that same system, he or she may not be as able to adjust to the madness. Also consider the stress having this type of home or office causes. Even if it is subconscious, people who live with clutter in their home or office life are reported to feel stressed out, depressed and generally overwhelmed all of the time.
So, let’s take an office filing cabinet system as an example. It’s already obvious the loose paper strewn around the room does not represent what a proper or useful filing system looks like. It is easier to start off organized, but even if you have already started to live in or work in a world of paper chaos, you can still change things and turn it around. Keep in mind, though, if possible, starting off being organized from the beginning will always make your life easier, as well as make it simpler to get an organizational system into place and then maintained.
Even if the office example has a fine set of filing cabinets with all the papers put where they are supposed to be, this can be a non-functional system. If you have filed papers under “auto” records but someone else is looking for “car” records or even “vehicle” records, it almost doesn’t matter how pretty the system in place is. When you use a document management software program, you can use keywords so that any one of these terms could be typed in to search for the location of a document. In a matter of speaking, it keeps everyone who has access to the filing cabinets and the filing system software on the same page.
If it can be numbered or indexed, it can become part of a filing system. This very same program you use to get your papers in your home or office in order can be used in your home to keep your storage shed in order as part of your effort to get organized. Imagine a life free of clutter and finally making sense when it comes to how things are organized. So, you keep tools in the garage, basement, the backyard shed and an offsite storage rental unit. Because of that, how will you have any idea of where to find what? By using a filing system like what is mentioned here, that’s how!
No more lost items! Doesn’t that sound good? All you do is take the time to enter the item names and keywords relating to the items you are organizing; indexing them into Paper Tiger’s database, whether it be paper, books, CDs, DVDs, collectors’ items or tools, or anything else you can put a number onto. Then when you need an item, you can conduct a quick Google-like search in the software database and find any of your belongings at the time you need them instead of having a time-consuming search from room to room. Implement Paper Tiger Filing System Software for document management and see for yourself how quickly you can get organized!
In this webinar, Anne McGurty, productivity expert of Strategize and Organize, presented an overview in how to manage your digital and paper filing, giving statistics and showing problems that people have in finding their information, whether it be digital files or paper/physical items. Anne describes how Digital Tiger, powered by Google Docs, will work and, using just one search to Find Anything In Your Office In 5 Seconds or Less…Guaranteed!
We also showed screencasts for connecting Paper Tiger Online to Google Docs thereby activating Digital Tiger, in addition to scanning with the ScanSnap 1500M, how quick and easy it is to scan and upload to Google Docs.
As information, Anne is a professional speaker, productivity expert, and author. If you want to learn more about Anne and her services, please visit her website at www.StrategizeAndOrganize.com. She may be in Colorado, but she’s nationally recognized as an expert and works with people throughout the US in person and virtually.
See more information here on Paper Tiger Filing System Software for Document Management
You can contact Anne at amcgurty@strategizeandorganize.com or by phone at 303 881-0174.
Q: I am wondering about originals. If I scan a reciept will that be accepted as original or do I need to retain the original also
A: Yes, the Internal Revenue Service (IRS) has been accepting digitized or scanned versions of paper documents since 1997 in lieu of paper documents. Please see our knowledge base article at Does the IRS accept digitized or scanned versions of my documents instead of paper documents? for more information.
Q: I want to make sure I can use Paper Tiger Online because I ordered a Fujitsu scanner in order to do so
A: You can use Paper Tiger Online with or without a scanner, whether it be Fujitsu or other brand of scanner, since Paper Tiger is an indexing system in which you type in information regarding your paper files and other physical items. If you have a Paper Tiger Online account you should be able to use Digital Tiger when it is available. Again, at first the Basic and Pro plans will allow you to activate Digital Tiger to your Google Docs account. You can go ahead and put your documents in Google Docs to be ready for when Digital Tiger is available.
Q: If my Paper Tiger account is not registered through my gmail email address, can I still link it to Google Docs?
A: When Digital Tiger is available, you will be able to connect Paper Tiger Online to your Google account, thereby activating Digital Tiger. This will be available in the Basic and Pro plans at first, and we hope to have available for multi users soon thereafter. It does not matter what email address you have on your Paper Tiger Online account, so it can be different than your Gmail or Google account.
Q: What about other Microsoft products? Do I need to convert to Google Docs?
A: We will only be able to connect to Google apps, since Microsoft does not currently allow an API to allow us to work with their software.
Q: Does this work with my Outlook emails or do I need to use Google email to have it work?
A: At first, Digital Tiger will only work with Google Docs. We will be adding Gmail and Gcalendar in the future. I believe Anne will address later in the presentation about syncing Outlook with Gmail. We do not currently have plans to connect Digital Tiger with Outlook.
Q: Which plan is necessary to get Digital Tiger?
A: Basic or Pro plan will have Digital Tiger available as soon as it is out of Beta testing.
Q: Can I backup the digital documents into my computer or portable hard drives for my records?
A: Yes, you can either create or scan your digital documents onto your hard drive first, then upload the files or folders to Google Docs. Or you can create or scan your digital documents directly in Google Docs, then backup your Google Docs to your local or external hard drive.
Q: Please present how to scan directly to Google Docs.
A: See our blog post regarding How to Get Started With Digital Tiger for a Paper and Digital Filing Solution. The second video in this article shows how to scan directly to Google Docs. Please note that this video shows the Mac version of the Fujitsu ScanSnap 1500M and the feature that this scanner provides.
Digital Tiger, powered by Google Docs, is a digital filing solution designed to work seamlessly with Paper Tiger Online. By using the two products, Digital Tiger and Paper Tiger, together you will be able to find scanned documents (PDFs), digital files (Word, Excel, PowerPoint, etc.) and your paper documents with one search. This document management software system will allow you and your team to get truly organized and stop wasting time looking for lost information.
You may wonder why we’ve chosen Google Docs as the digital file storage for Digital Tiger. We researched many digital file storage solutions, and we have found the Google is the cheapest cloud file storage that you’ll find on the market. Based on the survey responses we’ve received, people have told us they want a cost-effective solution to meet their document management needs that will allow them to get organized in both their paper and digital filing systems.
We believe that Google Docs is the missing piece to Paper Tiger Online for the digital file organization; and that Paper Tiger Online is the answer to the missing ingredient of Google Docs – - the paper piece.
If you already have a paid Paper Tiger Online account and a Google Apps or Gmail account, simply connect your Paper Tiger Online account to your Google account, which will activate Digital Tiger.
Note: if you do not have a Paper Tiger Online account, sign up for a Basic or Pro Paper Tiger Online account.
To connect your Paper Tiger Account to Google Docs:
1. Log into your Paper Tiger Online Account.
2. Click on the Accounts (upgrades/invoices) tab.
3. Locate the link to ‘Connect your Paper Tiger account to Google Documents’
4. Click the Grant Access button from your Google Account. Note: if you are already signed into your Gmail account, it will be recognized. If you are not already signed into your Gmail account, you will be directed to the sign in page. If you do not already have a Gmail account, you will need to create one by clicking on the Create an account from the sign in page.
By default Digital Tiger results are not automatically included in your search results. To perform a Digital Tiger search, you must be inside any one of your databases and either have permanently activated digital search in your “Database preferences”.
Because the preference for making Digital Tiger search permanent is Database specific, you must activate the feature for each database that you wish to search both Digital and Paper Files.
1. Within your Database go to Database Preferences
2. Under “Activate Digital Search” select “Yes. Show Digital results”
1. Above the Search bar, click “Show advanced search” (Note: Advanced Search is not available in the Basic plan)
2. In the advanced search menu, check the “Search Digital Tiger” box.
If you are looking to convert your paper files to digital PDFs, you will need a scanner. The scanner you purchase should be able to directly work with your storage engine, without any additional steps on your part. It is much too time consuming to scan in images and then upload them manually. Because Google Docs is so popular, many name brand scanners are now supporting direct input into the Google Docs system. The scanner software will create the PDF, convert the PDF to a searchable format using OCR (optical character recognition) and then upload the file into Google Docs in one simple process, saving you enormous amounts of time and making the process more enjoyable.
You can use the scanner that you already have in your office, however please check with your scanner’s manufacturer for any software updates that might allow you to scan directly to Google Docs. See our knowledge base articles for other scanner information.
We have tested several scanners and this is by far the best scanner that we have encountered. We recommend the Fujitsu ScanSnap 1500 (or 1500M for Mac users). Please note that the Fujitsu ScanSnap 1500 scanners are not Twain driver scanners. If you need a scanner that has or supports a Twain driver, check the Fujitsu scanners that do support Twain drivers at http://www.fujitsu.com/global/support/computing/peripheral/scanners/drivers/index.html#itwain
It is said that the average American spends over 150 hours per year, just looking for lost information. Some estimates are even higher than this! Based on a 260 day year (not considering holidays, personal days, etc., and let’s say you never look for lost information on the weekends…), that is almost 35 minutes per day, 2.9 hours per week and 12.5 hours per month!
On a personal level, the results are most likely:
On a business level, the consequences and costs can be much greater, including:
There are many ways to calculate an ROI for ‘getting your act together’ and making some changes in getting organized, but we all know that one of the biggest is the satisfaction and reduced stress of being able to put your fingers on what you need, when you need it! This feels so good and you can keep moving on the particular project at hand. But, if you want to put some hard dollars to the investment of time and equipment/software required to change the way you do things and tune up your organizing skills, take a look at this. We are calculating only hard dollar cost here — we won’t deal with the opportunity cost of being disorganized — this means how much money you might lose if you don’t properly service your customers in a timely manner.
“The average worker has 36 hours of work stacked up on his or her desk (and on the floor, on the shelves, on their credenza).” – USA Today
“The average person spends 6 weeks per year searching for misplaced information.” – North Carolina’s Brunswick Beacon
“The average person spends 8 months of his/her lifetime opening junk mail.” – New York Times
Here is a very simple calculation of the cost of looking for lost information and not “being on top of things” in your office. If you spend 35 minutes per day looking for lost information…
Your pay may be higher or lower and you may spend more or less time looking for lost information, but this calculation serves as an example of one way to think about the problem. This simple calculation ignores all the hidden costs of disorganization such as the cost of lost opportunities, added stress in the workplace, the health costs of always feeling behind, etc.
So, in hard dollar terms, you will save over $2,000 per year and get that wasted time back for other much more productive things…including going home earlier from the office. And in soft dollar terms, you will get more of your life back and be able to better service your customers with less effort using Paper Tiger Filing System Software for document management!
You can use the awesome power and convenience of Google Docs to store all of your digital files in the cloud and still have the piece of mind of having a synced copy of your files on your local hard drive!
Paper Tiger Online and Digital Tiger using Google Docs is the least expensive way to move into a document management system. Digital Tiger is an enhancement to Paper Tiger Online, that connects Paper Tiger to Google Docs, to be able to search just one place to find both their physical paper files and their digital files.
Customers can begin moving to a more paperless environment by using their Fujitsu ScanSnap software or another scanner, if they prefer, to convert their physical paper into pdf format. The combination of Google Docs and Digital Tiger make this possible at a very low cost. In this economy, many businesses are trying to find ways to be more efficient and save money.
Our Paper Tiger Online and Digital Tiger customers are looking for a way to make a backup copy of all their data stored in Google Docs to their local drive for safekeeping and piece of mind. Local digital file storage is becoming very cheap with 3 TB (yes terabytes) drives selling on Amazon for as low as $123.99* recently.
We have now discovered a great tool to do this for Mac users. The product is called CloudPull, by Golden Hill Software, $24.99* per user license. It was listed this month in Macworld Magazine as one of the “49 Top Mac Apps”. Piece of mind for $24.99 — you cannot beat that!
Windows users also have a great tool to backup all of their files to their local hard drive. The product is called Syncdocs, by Doc Freedom, $19.95* per year. You can rest easy at night having your data in the Google Cloud and another copy safely stored on your local hard drive. Syncdocs will take care of this chore for you automatically at a very low price indeed!
GDocsDrive
In addition, with GDocsDrive, made by Cloud Drive Team, users can view their Google Docs files and collections on their local Windows computer. GDocsDrive is just $19.99* for a license and that includes future updates. You will enjoy having the convenience of using Google Docs either in the cloud or on your local Windows computer. GDocsDrive is a very useful addition to your Google world at a price that is quite affordable – basically a client tool for Google Docs!
*Pricing subject to change on these recommended software.
From the average household to a home based business to the person who is part or sole owner in a business outside of the home, we all generate tons of paper every year, building up in piles and stacks on our desks, in our file cabinet drawers and on top of various surfaces throughout the home or office. Things accidentally get thrown away because they just were not where they needed to be. Or, things get moved by one family or staff member while they are searching for their missing item causing someone else to have to go on their own seek and destroy mission when they need something that had originally been in that pile.
The need to manage paper documents is one that is more than just about organization, however. Paper can be a major problem in many households and offices because there are so many questions about it. What papers can be thrown out and which ones must be saved? How long do you have to save these papers? And worst case scenario, what will happen on the day you find out that you absolutely need one of those papers and you just cannot find it at all? Does ‘going paperless’ mean that you will get rid of all the paper in your life?
There are several different ways to manage and organize those paper documents. You can try to work out your own system, praying that you won’t forget your cross referencing system in the meantime. Or you can implement Paper Tiger Filing System Software for document management and get organized in every area of your life — not just paper!
Now there are other products that claim they will get you organized fast and easy, eliminating all of that paper mess in the process. Some of them rely on a scanner. But, what do you do with the papers once you scan them? Do you want to throw them away or shred them? They are organized, technically because everything is neatly scanned in and digitally stored on the disc or hard-drive or in the cloud app, but what happens if you need one of those documents for a tax audit or to file an insurance claim? Is your disc or digital storage space searchable? Would you be able to quickly find what you’ve scanned?
There is also a product that has several pockets and files so that you can hold the papers that you generate for a week, but what happens at the end of the month when you move the old out and bring the new in?
Thankfully, there is a better organizing tool that allows you to file all of your papers and other documents in one easy to manage and easy to update paper filing system. Organization in the home, the office or the home office does not mean just papers all of the time – in fact, you can use this same system for other items, items that are just too big or bulky to be included in the other types of systems that require scanning.
The system does not rely on scanning or trying to consolidate all of your items into a small disc. You can keep some paper files and scan what you don’t need to keep in physical format. You know where things are by conducting a Google-like search based on your input and referencing it in the system database. It is important that your paper files that you keep in hard copy format, and other physical items, be indexed into the filing system, so that anything you want to find later can be retrieved quickly with a simple Google-like search in the database. Paper Tiger Filing System Software for document management can help you get organized so that you can find what you need, when you need it – quickly!
And even better, Paper Tiger Online will soon be able to connect Digital Tiger to Google Docs which will allow you to search for both your physical paper that you’ve indexed and your digital files that you’ve scanned, uploaded or created in Google Docs! Yes, we recommend Google Docs for your cloud storage because it is the least expensive digital filing storage that you’ll find anywhere. You’ll be able to search for both physical items and scanned or digital files from one search. This will make your time management and productivity even easier to maintain!
Mention the word “filing system” and most people picture an office with filing cabinets. The thing is, with an organizational system for filing, cataloging or managing your life, you can file or index anything that can be cataloged or that you can put a number onto. Paper Tiger Filing System Software for document management allows indexing of items to help you get organized, clear the clutter problem and know exactly what you have and where each item is located with a quick search in the filing system database.
Of course, that can still include an office either at home or in the professional world. Things such as hanging files and binders can now be located with greater ease than even alphabetizing. That’s because, though alphabetizing method was as close to an effective filing system as possible before this indexing method, it has its problems. Is someone filing things under “vehicle” or “automobile”? Or, even if it is someone’s name, it is under “Erwin” or “Irwin.” By being able to include keywords in your filing search, you broaden the possibilities for finding what you need using filing system software.
There are many items a person may keep in the home that can be a great collection to have, but a little frustrating to keep organized and be able to find quickly when needed. In fact, it may be downright disorganized. You may have an extensive library of books, but if you can never find the one you are looking for, it starts to lose the enjoyment factor. Maybe you want to find a medical book to reference but aren’t sure where it is. You could want to reread a classic work of fiction before seeing the new theatrical adaptation of it, but can’t even recall if you have it at home, put it in the attic or lent it to someone.
The point is, having an organizational system for all your filing and document management needs will help keep your things in order. The same holds true for keeping track of items like CDs, DVDs, video games and even old vinyl records, just to name a few of the possibilities. Whatever you have a good number of, you can catalog or index with this system.
Those plastic storage bins may be a handy and useful system to keep your belongings safe and dry, but they can be a real bother when it comes to trying to recall what items are in which bins. Indexing the items that are in the bins into the database of the filing system software and number them to match the assigned item number from the software, and you now know from your list or from searching by a keyword that you’ve input previously into the database, exactly what’s inside and where certain items are. Looking for the bin that may have extra camera lenses could be an all day task, while looking for bin #3 takes just minutes.
The same thing goes for moving boxes. While you may have in the past, managed to have time to scrawl the word kitchen on the side of a moving box, that was about the extent of organization when it came to knowing what was inside the boxes until unpacking. This made it difficult when, in a rush during the first morning at a new place, you need to find the toaster to get the kids breakfast before school. Having a filing system software that allows you the ability to index items input into each moving box, will help you to have a more organized move especially on the unpacking side. You can also use the information that you’ve indexed for each household or office item to indicate where they are placed in the new location.
It is estimated that the average person wastes 150 hours per year looking for lost information. Instead of wasting time searching, implement Paper Tiger Filing System Software for document management and get organized. You’ll be surprised how much time you will save when you can find what you need, when you need it!
From the average household to a home based business to the person who is part or sole owner in a business outside of the home, we generate tons of paper every year, building up in piles and stacks on our desks, in our drawers and on top of various surfaces throughout the home or office. Things accidentally get thrown away because they just were not where they needed to be. Or, things get moved by one family or staff member while they are searching for their missing item causing another person to have to go on their own seek and destroy mission when they need something that had originally been in that pile.
The need to manage paper documents is one that is more than just about getting organized, however. Paper can be a major problem in many households and offices because there are so many questions about what to do with all the paper that comes in. What papers can be thrown out and which ones must be saved? How long do you have to save these papers? And worst case scenario, what will happen to you on the day that you find out that you absolutely need one of those papers and you just cannot find it at all?
There are several different ways to manage and organize those paper documents. You can try to work out your own system, praying that you won’t forget your cross referencing system in the meantime.
There are other products that claim they will get you organized fast and easy, eliminating all of that paper mess in the process. Some of them rely on a scanner, sending all of your papers to a little computer disc. But, what do you do with the papers once you scan them? Do you want to shred them or throw them away or do you need to keep some just in case you need the hard copy again? They are organized, technically because everything is neatly on the disc, but what happens if you need one of those documents for a tax audit or to file an insurance claim? There is also a product that has several pockets and dividers that can hold the papers that you generate for a week or month, but what happens at the end of the month when you move the old out and bring the new in?
Thankfully, there is a better organizing tool, Paper Tiger, that allows you to file all of your papers and other documents in one easy to manage and easy to update filing system. Organization in the home, the office or the home office does not mean just papers all of the time – in fact, you can use this same system to get organized in other areas, such as items that are just too big or bulky to be included in the other types of systems that require scanning. The system does not rely on scanning or trying to consolidate all of your items into a small disc or having to keep purchasing other digital storage, such as external harddrives or cloud storage.
It is important that your paper files that you keep in hard copy format, and other physical items, be indexed into the filing system, so that anything you want to find later can be retrieved quickly with a simple Google-like search in the database. Paper Tiger Filing System Software for document management can help you get organized so that you can find what you need, when you need it – quickly! And even better, Paper Tiger Online will soon be able to connect Digital Tiger to Google Docs which will allow you to search for both your physical paper that you’ve indexed and your digital files that you’ve scanned, uploaded or created in Google Docs! Yes, we recommend Google Docs for your cloud storage because it is the least expensive digital filing storage that you’ll find anywhere. You’ll be able to search for both physical items and scanned or digital files from one search. This will make your time management and productivity even easier to maintain!
In this webinar, Anne McGurty, productivity expert of Strategize and Organize, presented an overview in how to manage your digital and paper worlds, giving statistics and showing problems that people have in finding their information, whether it be digital or paper/physical items. Anne demonstrates how to upload files to Google Docs, and how Digital Tiger, powered by Google Docs, will work and, using just one search to Find Anything In Your Office In 5 Seconds or Less…Guaranteed! (Digital Tiger Beta testing to begin soon)
As information, Anne is a professional speaker, productivity expert, and author. If you want to learn more about Anne and her services, please visit her website at www.StrategizeAndOrganize.com. She may be in Colorado, but she’s nationally recognized as an expert and works with people throughout the US in person and virtually.
See more information here on Paper Tiger Filing System Software for Document Management
You can contact Anne at amcgurty@strategizeandorganize.com or by phone at 303 881-0174.
Digital Tiger is not quite ready, however you can sign up for Beta now at http://thepapertiger.com/contest and we will email you when you are to be included in the next Beta testing phase. Digital Tiger will be free to Beta testers with a paid Paper Tiger Online account. (Paper Tiger Online FREE account is not included.) Digital Tiger is not a standalone product and must be used with Paper Tiger Online.
The way it will work is described on our web page at http://thepapertiger.com/contest under Announcing Digital Tiger, where you can also sign up to join the Beta testing, and at http://thepapertiger.com/digital_tiger
Q: Need info about scanning receipts and business cards and being able to retrieve them by various categories.
A: When you scan your receipts and business cards to Google Docs, your documents are OCR’d. See our knowledge base article regarding What is OCR?
Q: Will there be an efficient way to import file names from existing file structures to facilitate including them in Paper Tiger?
A: You can upload existing folders to Google Docs. See our knowledge base article entitled, “Uploading Files to Google Docs”
Q: All of our electronic files are stored on our network. We have HIPPA considerations for our files. I’m concerned about security of files in a cloud environment. How secure are these files?
A: Google Docs is secure, but I haven’t seen HIPPA information in their security information. Your digital data would be housed at Google Docs not at Digital Tiger. Digital Tiger will only search your Google Docs along with your physical items that you’ve indexed in Paper Tiger.
Digital Tiger will only connect to Google Docs, so Digital Tiger does not actually store your data. All data will be housed on Google’s secure servers. Below is additional information from Google’s website regarding security and privacy:
“Information security is a top priority at Google, and we employ dedicated teams with experts in their fields to handle these important areas. Your files are, by default, set to private, but you can choose to publish them to the Web or invite collaborators or viewers. Your files will not appear in Google Web Search results, but published files may appear in other search engines.
If you are working in a Google Apps domain, your files are, by default, set to your domain’s default setting. This setting might not be private, but you can make your docs private when you create or upload a doc or file. Additionally, to help keep your data private, it’s important to have a strong password, to not share that password with others, and to understand the sharing options in Google Docs.”
Below is a concluding statement issued by Google in their Google Apps security whitepaper which is found at http://www.google.com/support/a/bin/answer.py?answer=60762 in case you need more information:
“Google is committed to keeping the information stored on its computer systems safe and secure. Each of the ten components of Google’s multi-layered security strategy is endorsed and defended throughout the organization. Google Apps provides controls at each level of data storage, access, and transfer. Millions of organizations, including Google, run their businesses on Google Apps, and Google invests in that
trust every day. With Google Apps, users can rest assured that Google values the privacy, confidentiality, integrity, and availability of their data.”
We also have information on our support portal regarding Security
Q: Is the keyword searched for in the digital and paper files or do you have to search each separately?
A: When you have the digital search turned on in Paper Tiger, you will be able to search both digital and paper/physical items with one search.
Q: I’m having trouble understanding the difference between PT online and Digital paper tiger.
A: Paper Tiger Online is our software in which you can index paper files and other physical items to help you get organized with everything physical. Digital Tiger is what happens when you connect Paper Tiger Online to Google Docs. This will give you one place to search for both your physical items and your digital files that you’ve uploaded and/or converted to Google Docs. We plan to add Gmail and Google Calendar to the search function in the future to have one place to search paper/physical, Google Docs, Gmail, Google Calendar.
Q: On Digital Tiger, do you have “key words” to help find the document
A: With Paper Tiger Online, you would type in keywords to be able to search on those keywords to find the paper file or physical item in the future. With Digital Tiger, for any digital file that you convert to Google Docs, Digital Tiger will find based on the searched word in the file name or within the contents of the document. For any digital file that you have uploaded to Google Docs, but have NOT converted to Google Docs, Digital Tiger will find based on the searched word in the file name only.
Q: How does the Paper Tiger work with the physical docs in an archive?
A: When you have your paper files indexed in Paper Tiger, you can conduct a Transfer – Move function to move the files from their original Location in the database to another Location, such as Archives. Then you can move the physical files and place the new tab with new Item Number assigned by Paper Tiger Archives Location on the Archives hanging file folder tabs. Your Paper Tiger Archives Location will then match your physical Archives files.
Q: Which documents do I need (for legal reasons) to keep physical copies? I’d like to be able to just scan everything else and keep it all online (on hard drive, Google Docs, and Carbonite backup). I work from home in a small office area, and I’m drowning in paper.
A: The Internal Revenue Service (IRS) has been accepting digitized or scanned versions of paper documents since 1997 in lieu of paper documents. See additional information in our knowledge base article entitled “Does the IRS accept digitized or scanned versions of my documents instead of paper documents?” For other types of legal reasons, you would need to contact your lawyer or accountant.
Q: Will this work with ScanSnap system?
A: We recommend the Fujitsu Scanner 1500 (or 1500M for Mac users). We have tested several scanners and this is by far the best scanner that we have encountered.
Buy PC version – Fujitsu Scanner 1500
Buy Mac version – Fujitsu Scanner 1500M
This article by Sherry Borsheim, a Paper Tiger Expert of International Association of Business Organizing (IABO), provides great tips to getting your back to school clutter organized to cut down on the chaos and ensure your family’s sanity and peace of mind. Sherry recommends Paper Tiger filing system software for document management to help you find your paper files and other items again after finding a home for them.
No matter how chaotic it gets at home, having a system for keeping track of kids’ things is essential. There’s sports schedules and phone lists, papers to sign, health records, music books, report cards, and precious keepsakes that tend to pile up around the house.
Then there’s the sports equipment, jackets, shoes, backpacks, lunch containers, homework, projects, and electronics that your children drop at the door when they come home from school each day. Times this by three to five kids and you’ve got a giant heap sitting on the floor on a daily bases.
The key to keeping your sanity and peace of mind is to create a place for them to easily hang their coat and backpacks. I love the storage locker system if you can create space for this in your home. Also, create a homework area and have all the necessary supplies handy for their projects as well.
Then gather all the sports equipment and store each child’s items in separate bins, for each sport. Store bulky equipment in a one area, sports clothes in their closet. If they play soccer and baseball, then have a small clear container for each sport and make sure to label the bins “Soccer Clothes” and “Baseball Clothes.” When you’re rushing out the door to soccer, the right socks and shorts will be in one place verses all over the bedroom or house.
Next create a Family Reference Binder with tabs for each child. Behind each child’s tab you can file their sports schedules, music schedule and any other important phone numbers that you want to have at your fingertips! Everyone in the family will thank you for gathering all the papers and putting them in one central location!
Now to deal with all the other papers. In a filing cabinet, create a hanging file for each child and keep any awards, report cards and other keepsakes in this file for the current school year. At the end of the school year, simply take out the papers and file into their keepsake box. For larger artwork, just take a picture and store the photo in their school photo album. Or store large artwork in an art porfolio.
Be realistic about what school papers and artwork you are going to keep. The more stuff you have, the more time and space it will take up to store it. A good rule of thumb is to “keep the best of the best and let the rest go”. Ask yourself, when was the last time you looked at your keepsake box stored in your attic?
Don’t miss this
Back to School Special!
This month only, the Back to School Bootcamp Special is for our brand new Home Organizing Bootcamp with immediate access so you can get started on your home or office organizing projects. Get the tools, reourses and help you need to conquer your organizing projects around your home and your office. Take advantage of the summer weather and down-time that you have in August and special offer!
We give you organizing solutions for every room in your home and office with step-by-step instructions featuring audio’s, video’s, forms and more…
Learn more on how you can get your home and office organized before the September rush!
About International Association of Business Organizing
The mission of the International Association of Business Organizing (IABO) is to inspire people to unclutter their offices, homes and lives for peace of mind. We believe that when businesses are uncluttered and organizing systems and process are in place, businesses run smoother and they are more profitable.
IABO provides support, education and resources to business owners, professional organizers, managers and administrative staff worldwide. We empower them and teach them how to create effective office organizing systems and behaviors that work for them and/or their team through our teleseminars, videos, online content, webinars and coaching programs.
We help businesses streamline their workflow and empower new behaviours and levels of success professionally and personally. We help you grow your bottom line!
Learn more and get your systems set up today!
Sherry Borsheim
President of International Association of Business Organizing &
Simply Productive
Email: info@bizorganizing.com
www.BizOrganizing.com
www.simplyproductive.com
Organizing home libraries is a great way to display what you want, store the rest, but keep track of everything you own in your home library. Much of how you get organized for this area of your home depends on how much space you have for your books. Maybe you have just acquired or inherited a sizable amount of books or moved to a smaller space and have less to work with. It could even just be that you have stacks of books that are still unpacked from the last move and you are ready to get proactive in your organized living. Whatever the reason, it is time to sort through those books and make sure they are organized to prolong their shelf life, as well as your sanity, and Paper Tiger Filing System Software for document management can help you get your home library organized.
Why get organized when it comes to your book collection? Well, for one thing, it is easy to lose track of exactly what you have in your book collection. If you need to reference that home repair book but don’t know where it is, you may end up having to buy another copy.
Another reason to establish an organization system for your books is for your peace of mind. Clutter can be a real cause of the added stress you feel. Getting your life in order and making sure your collection is stored in a manner that will prevent damage, in addition to being able to actually find the book you need without having to search in different places can set your mind at ease.
Don’t forget also, your book collection can become a family heirloom, a collection of literary treasures to hand down to the next generation. Should something happen to you, it is good for your family to be able to have an understanding of the filing system you implement for organizing your home libraries.
To get organized when it comes to your book collection, the first thing to do may be to determine what you would like to keep on display among the shelves, and which books you might want in other rooms. For some people, this is a stock of books they refer to a lot, plan to reread or just like to have on display. This inventory of display items can also be rotated or changed on a regular basis, if desired. Or, when a new book comes in, it may be time to retire an older one to storage or another room in the home.
After you have decided what to display and what to file away, it is time to box up the rest or keep it filed in another part of the home. To keep track of what books go where, it is a good idea to use a filing system or document management software in which you can index your books based on the location you are displaying them. This will enable you to get organized enough to be able to easily look up which of your favorite reads are located on shelves in the home, which have been boxed up and put in a closet and even those books being stored outside the home or borrowed by someone.
After you have divided your books and decided where each stack will go, you can then start a location in the software database to match the physical location where each set of books will be located. Once you have named the first location, you can begin to index each book, similar to how you might file paper files, with the book title as the item name. Then add keywords with the author’s name and maybe some information about each book, and the shelf number or box number where you’re going to place the book. For each book you add to the respective location, the software will assign an item number to that book. You would then affix a label or mark the number on the book itself to match the assigned item number.
You can categorize your books in the software by book type, such as Cookbooks, Home Repair, Photo Albums, Marketing, Finance, Business, etc. When you’ve indexed all of your books, you will be able to conduct a Google-like search in the filing system database, and the software will tell you exactly where the book is located.
You can also print out an item list report with your list of books and where they are located, either by item number or alphabetically by book name.
Paper Tiger Filing System Software for document management can help you get organized so that you can find the book you need, when you need it – quickly!
It seems that pretty much everyone has stepped into the computer age, and there is not a business in the world that does not rely on computers for a lot of their work. Even organizations that are steeped in thousands of years of tradition, such as churches, are not immune to this, and you will find that most churches are finding ways to use computers to their advantage. Churches are using Paper Tiger Filing System Software for document management to set up their filing systems so that everyone on the church staff can find the files they need quickly.
You would probably be quite surprised to see just how much paperwork an average church has, and how many filing cabinets are filled to overflowing. The church is a business like any other, and it is necessary to be as efficient as possible so that time and money is not wasted. Most people don’t think of churches as businesses, but church staff must manage the money received just like any other business to be able to maintain the buildings and pay staff.
Church fundraisers are not the only way that churches acquire money, and everything they do must be accounted for. This means that they have to record information from all business transactions, which means a lot of paperwork. Don’t forget about all of the paperwork for weddings, funerals and other special services performed at churches. All of this information must be saved for future reference if needed, so again, there are more papers to be filed.
Then think about all the sermons and other service notes, and books that are referenced, and CD or DVD recordings. How are these maintained to be able to retrieve again when needed?
When church administrators make the switch from paper filing or document management software, they are doing their secretaries a huge favor. No longer will they have rely on memory or guess how someone else filed something or search through mounds of papers to find a particular file. After indexing everything into the software database, all it takes is a few clicks to conduct a Google-like search in the database and you’ll know exactly where the needed item is located. Not only does this make finding things easier, it also makes it so one can declutter the office.
If you work in a church office that is overflowing with paperwork, implement document management software to help you get organized. Even if your church is considering going to a paperless filing system, there are some things that can’t be scanned, as mentioned previously, i.e., books, CD and DVD recordings. In addition, things such as drama team props and costumes, children’s church items, youth group projects — basically anything that you can put a number onto, you can index so that your staff can find what is needed quickly.
It will make everyone’s work a lot easier, and if you are the person who usually takes care of keeping track of where everything is, it will definitely make your life easier, saving you time and energy.
See other information at Organizing Church Documents The Easy Way for tips on labeling and categorizing.
If your church is planning on scanning even some of the paper that flows through the church, try Google Docs. Unlike many digital filing systems, Google Docs is more cost effective in digital storage, and with Paper Tiger-Digital Tiger Filing System Software for document management, you’ll be able to search for both physical items and scanned or digital files from one search. This will make your time management and productivity even easier to maintain!
“I’ve spent the past week re-reading Sherry’s book Conquer Your Chaos and cleaning out the last dregs of debris in my office and emails. The filing system here was in such disrepair when I first started three years ago that I made six attempts to deal with it before finally calling Sherry Borsheim for help.
Between her skills at moving us through the unmovable and the ease of implementing the Paper Tiger filing system, we are now finally able to literally find pretty much anything within five minutes – not five seconds yet, as we had a LOT of paper to put into the system. However, just this week, twice I produced critical documents in no time at all, whereas before, we would have been searching for hours.
Thanks, Sherry and thanks Paper Tiger!
Bev
Executive Coordinator / Museum of Vancouver
www.museumofvancouver.ca
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