This article by Michelle Panzlaff, and the newest Certified Paper Tiger Expert, gives some great tips in paper filing and purging, and how to organize your paper files so that you can stop the paper clutter. Michelle also recommends Paper Tiger Filing System Software for Document Management to get everything in your life organized — not just for filing paper!
Paper clutter is a real challenge because of the volume of paper we all seem to accumulate. It’s just a fact that pieces of paper easily stack and hide each other.
Here are some quick tips to help you purge your paper clutter and get organized!
Look for related paper files and gather them together.
You’ve done this a million times: sorted through a stack of papers and divided them into small stacks, such as Bills to Pay, Bank Statements, School Papers, To-Do Lists, Ideas You’d Like To Try, Things I Might Buy, and blank yellow pads. But you probably stopped there. Keep going through the next three steps, and you won’t end up re-stacking all those papers, only to go through them again later.
Dispose of unneeded or duplicate items.
Did you find duplicates, or old documents you no longer need? Toss them!
Examples: Expired warranties, magazine articles that you kept but can’t remember why, information that you could easily find again, financial statements whose information is repeated on later statements. Make sure to shred or destroy properly.
Choose appropriate containers for each stack.
After you have purged and you know what you are going to keep, take a look at each box or stack of papers and consider what kind of container will work best. File folders are a natural, but consider other alternatives where appropriate:
Three-ring binders can be stored on shelves, and contents can either be hole-punched or placed in pockets and page protectors. (TIP: have a hole puncher in reach at all times if you go this route.)
Box-bottom folders handle bulkier items well.
Large envelopes can substitute for file folders if you don’t have a filing cabinet or if the papers are various sizes and apt to fall out of a file folder.
For voluminous stacks, you don’t need to organize further, try a box. If you do need to further organize a big stack, think about an accordion file or a notebook with dividers.
(TIP: whatever options you are considering, ‘do’ think long term on how it will work for you before you go to set up.)
Choose a home for each container.
If you use it a lot, it needs to be in your reach! Store frequently used papers in convenient locations. You might also locate files easier if you line up all the tabs on hanging file folders in a straight line, rather than alternating from left to right. (TIP: Decide on what side to put ‘Main Category’ header tabs and keep them in a tidy row too. It makes for easy scanning later.)
And remember that as you have new papers that need to be filed, take the time to label them properly, index them into Paper Tiger, and place them where they belong sooner than later. If you ‘Put it here FOR NOW’ you are asking for trouble later! And those stacks of paper will start piling up again.
Floating Pieces of Paper/Notes
Eliminate floating pieces of paper by having only one place to write things down. Be sure to identify a home where it will always be kept as well. You may keep your notes in a notebook that stays by the phone, a small pocket notebook that you carry in your pocket or purse. Or maybe a note-pad on your Smart Phone that you know is always going to go with you.
Just follow this rule… never jot something down with the idea that you’ll rewrite or type it in later. NOW is the time. ‘Putting stuff here for now’ is how we get into trouble in the first place, so write it down in its permanent location to start with, and you’ll be saving time also.
Original article posted at ‘Oh my, it’s paper, paper, paper everywhere!‘
Tidy Tiger Solutions
To Michelle, serving as a Professional Organizer is all about creating more functional and enjoyable spaces, productive workflow and effective filing systems, while helping clients feel inspired and more productive.
As a skilled professional, Michelle now possesses over 23 years of office, service and administrative experience. Michelle relies on her exceptional skill set to solve complex challenges for her residential and business clients alike.
Phone: (778) 866-6942
How many times in your day do you find yourself shuffling through paper files, wasting a lot of time looking for one item in particular that seems to be lost in countless papers in front of you? This has happened to all of us at one time or another, whether we are in busy offices or just trying to keep household paperwork in order.
Getting organized will reduce stress in your life and help you be more productive, and an effective filing system method, like Paper Tiger Filing System Software for document management can help get your life in order, both personally and professionally. Think about how much time you could save and how much more you could do if you’re not always searching for things.
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! How much does lost information cost you and your staff?
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 most likely 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 spend 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.
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. If you’re not organized, there is hope. Paper Tiger is a great tool to get you started on your way to filing and being able to find what you need, as well as make it simpler to get an organizational system into place and then maintained. Paper Tiger is flexible enough to fit your needs and preferences.
If you have done any filing, you most likely know that some documents can be filed under different file names, for example you might file your “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 if you have to look under 3 or more hanging file folders to find the file you need. It is also very easy to duplicate files, having some documents under “auto” and some under “car” and “vehicle” so you’re still wasting time and file space in this instance.
When you use Paper Tiger Filing System Software for document management, you can use keywords so that any one of these terms could be typed in to search for the location of a document. 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 your filing system. This very same program you use to get your papers in your home or office in order can be used to keep your books or garage or 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?
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. Implement Paper Tiger Filing System Software for document management and see for yourself how quickly you can get organized!
Don’t let the idea of getting organized overwhelm you. Asking for help can be a sign of wisdom, not weakness. If you were not born organized, or if you haven’t thought about getting some training in how to get organized or be more organized, then give yourself a break!
Ask someone in your family or a friend that can help you. Hire an intern. Or better yet, organizing and productivity consultants are available to help you create a customizable work flow and help you implement Paper Tiger so that you can get organized and work more efficiently. Click here to see Paper Tiger Experts who can help you.
The paperless office has been a myth up until just recently but does going paperless mean having no paper at all in your office? Of course, that depends on your office and the type of documents you have. Legal, accounting or medical offices would probably have a harder time going paperless due to the types of records in these offices.
There are lots of questions to ask and your answers to these questions would determine if your office should go paperless. So would you say that a paperless office might mean less paper instead of no paper? It may be very hard to go to a ‘no paper’ environment for any office, and there are pros and cons.
Cost Effective: If your office and workflow does not have to have a printed copy for every document, your printer ink and paper budget will decrease. Think about how you process your mail and if you could possibly distribute via email instead, which will also cut down on your postage. Simply rethinking about how you print and distribute from your office will be a great savings to you.
Environment: It goes without saying that reduction of paper will help the environment in reducing landfill waste, all that goes into production of paper, greenhouse gas emissions, energy used by printers, and production and disposal of ink cartridges.
Easy access: If you decide that going paperless would mean that you put your digital files in the cloud, Google Drive is a great tool to use. Google is a secure cloud environment, and it is included in your Google or Gmail account so every time you sign into your Gmail account, you also have access to your digital files. Google has also priced the digital file storage to be very economical.
It takes time: As Sherry Borsheim of International Association of Business Organizing (IABO) says, “going paperless is a process.” It is not an overnight process, and it will take time. Depending on the amount of paper files you have in your office will depend on how much time it will take you to transition to a more paperless environment. Time to make a plan for transitioning, and time to implement the changes in your staff workflow.
Changing current processes: The first step of transitioning to a paperless environment will mean that you’ll need to review your current processes and systems. Think about the types of paper files that can be switched to working with digital files instead of printing them out. Is there a way to work with some types of files digitally instead of everyone in the office printing the same document? Do we need to keep receipts for accounting and tax purposes? And what about contracts and other legal documents that need to be kept in the original format?
Cost of digital storage: There is a cost for digital file storage whether you decide to back up all your digital files to Google Drive as mentioned previously or in-house to CDs or Flash Drives or external hard drives, or other cloud services such as Carbonite, or Dropbox. You will need to decide what is best for your office. There are always concerns about cloud service security, but also think about how safe your in-house back up situation may be because you would be responsible for thinking about loss of these devices, system failure or crashes, in addition to weather circumstances such as flood, fire, tornado, etc. In addition, you have to think about digital formats that are no longer supported, such as moving digital files that you had on the old floppy discs to Flash Drives or external hard drives, and upgrade your older files from time to time to make sure they remain usable; or again decide to go to the cloud with your digital filing. Do you have a business continuation and back up plan?
Decide on your target goal. What is your objective in reducing paper in your office? Do you have a records retention policy? What types of documents do you need to keep and how long should you keep records? You and your staff needs to agree on a records retention policy for the types of paper and digital files you retain to use as a guideline for how you want records kept and how long certain files should be kept. We have several articles at records retention guidelines that you might find helpful.
Remember not everything needs to be switched to digital at one time. Some of your old records may not need converting to digital at all, and just simply discard them when they reach a certain age. It may not be efficient for you to scan every document in your office if you won’t need to keep them or retrieve them later. Then start with your current workflow processes, and you’ll most likely see what can be converted during your daily activities. Make a policy for these workflow processes that you can easily identify. Get comfortable with one daily activity at a time, then move on to another.
Decide what files will need to be kept in paper hard copy format and what files can be digital format. Be sure to decide on a naming system for filing both your paper and digital files. If you use Google Drive, decide if you want every digital file in Google Docs format, which makes the contents searchable.
For the paper files that you decide that you need to keep in hard copy format, index them into Paper Tiger Filing System software so that you’ll have a system to keep track of where they are. You can file with ease of mind that you’ll be able to find them later. Paper Tiger allows you to put an item name on every document, but also allows you to input all keywords relating to the documents in each hanging file folder, because as you know some files could have multiple item names that just won’t fit on the file tab. You will be able to search for any keyword that you’re thinking about on any given day for the file that you need.
Paper Tiger Online connects to Google Docs/Drive to activate Digital Tiger. To further explain, Digital Tiger is a free add-on with a paid Paper Tiger Online Basic or Pro account, and is the function that connects your Paper Tiger Online account to your Google Docs/Google Drive account, then you will be able to search from Paper Tiger to find both your paper/physical items that you’ve indexed into Paper Tiger, and your digital files that you’ve created, uploaded or scanned into Google Docs format.
Google Drive is an extension for Google email account holders that allows an account holder to download a Google Drive folder to their personal device(s), such as, your desktop PC, Mac, Laptop, Mobile Phone, iPad, etc., in order to save/store digital files into the folder which are then synchronized into your Google Drive account within Gmail. Google Drive is compatible with the Mac and Windows operating systems. So if you have multiple computers that you have documents saved to, you’ll now be able to synch those digital files to one cloud location and be able to access from any computer where you sign into your Gmail account. Click here to see more information about Google Drive.
See one of our previous articles Not Just Any Filing System to Get Organized! that might help you see how Paper Tiger and Digital Tiger, powered by Google Docs works. Whether you use Paper Tiger together or separately from Google Drive, using these two software tools is a great way to organize your paper and digital files so that you can get organized and find what you need, when you need it!
With the stress of everyday, trying to keep up with all the activity around us, whether it be play or business, try to follow at least one of these tips in the next month to help you declutter. This guest post by Jana Bain of HomeInsurance.org is a great start in de-cluttering your home. From kitchen to bath, from closets to garage, doing a little at a time from each section of your home, will make a big difference in how you feel. Clutter can sometimes make us feel so overwhelmed.
Depending on the level of clutter you have, you might not want to tackle the biggest job first, but start small and work your way through.
Make a list that you want to accomplish, then schedule one job on your list each month. Before you know it, you’ll be feeling better with less clutter and you’ll be saving time because you can find things again.
You’ll note below that we’ve inserted some Paper Tiger Filing System software tips that will also help you find things when you need them.
It has been said that one person’s trash is another person’s treasure, but how much “treasure” can our homes hold? Over time, keepsakes and everyday items accumulate and become clutter, taking up valuable living space. Nineteenth-century philosopher Henry David Thoreau has urged us to “simplify, simplify,” and failure to do so when it comes to home organization will eventually result in living environments reminiscent of what you may see on an episode of Hoarders: Buried Alive. The de-cluttering process may be a daunting task, but think about the time you could save by organizing your home. Here are eight surefire ways (according to each room in your home) to help you manage and refresh space effectively.
There are countless items in the kitchen we have collected through the years that end up not being used at all. If you’re not sure what you use and what you don’t, a true way to find out is to gather all utensils and cooking gadgets into a cardboard box. For one or two months, put all the items you have used into a drawer. All the items that remain in that initial cardboard box are underutilized and you’ll have to reevaluate if you should hang onto them, or pass them along to charity. Sure, there are those items we use once in a blue moon for baking or for a specific purpose, and those items should be stored away, making room for things that are used more often.
For longer-term storage, this is the perfect place to store those seasonal items, such as sporting equipment and holiday décor. A common mistake is that people store these items with no consideration to organization or labels, which makes it more difficult to sort through when you do decide to utilize these items. Labeling boxes, bins, and containers so that items can be instantly located is a great way to keep things in their place rather than having random stuff pile up.
[You can use Paper Tiger to index the items that you place in the boxes or bins. When labeling the containers, label them to coincide with the item number from Paper Tiger. Anyone in your home can search Paper Tiger's database when they need to find something, and know exactly which container the item can be found in. In addition, you'll know where the item should be placed when it needs to be put away because it has a home of its own!]
Some of us have stocked up medicine cabinets with plenty of personal care products but this isn’t always a good thing. All personal care products and medicines have an expiration date, which should be purged once in a while. A good rule of thumb is that most makeup goes bad after six months; the closer the product is used to the eyes, the shorter the lifespan. Go through all your vanity products and medicines and get rid of those products that have hardened, softened, changed colors, or expired.
A common culprit of cluttered home offices is massive buildups of paperwork. If you are uncomfortable with discarding or shredding some past paid bills, or need to keep them for your records, make sure they are organized and take up little space. For example, filing away documents in expanding files, or investing in a digital scanner and filing system, is a great way to transform paper documents into a more accessible electronic form. Twelve-month expanding files are also very useful when it comes to deciding which bill receipt you should throw or shred. When you pay for bills, like say in January, place them in the January section for a year later. If you haven’t even looked at the document, you probably don’t need it.
[You can use Paper Tiger to index the paper files that you need to keep in hard copy format. How many files do you have that you just really don't know what to name it? No problem with Paper Tiger because you can add as many keywords into the database as relates to the documents you have in any file folder! When labeling your hanging file folders, you would label them to coincide with the item number from Paper Tiger. Type in the database an item name and any keywords that you want to, then drop the documents into the corresponding file folder. Anyone in your home can search Paper Tiger's database when they need to find a document, and know exactly which which hanging file folder it can be found in. Again, you'll know where the item should be placed when it needs to be returned to file because it has a home of its own! You also won't have to worry about duplicating a file]
You probably own a lot of clothes you never wear, or no longer have use for. Use this system to determine which clothes you should toss or donate: for six months or so, turn all the clothes in your closet facing back-to-front. When you wear an item, return it to the closet with the hanger facing the right way. If you try it on but don’t end up wearing it; make sure you put it back with the hanger still facing backwards. Chances are, you’re going to discover you own lots of clothes you don’t wear often or at all. Store away clothes you wear on rare occasions, or donate them. It’s better that someone else finds use for them.
Excess movies, books, and old gaming systems tend to sit and gather dust. We keep certain items because of the sentimental value, so here’s a surefire way to compromise, using the ratio-reduction rule of thumb. For every four or five items or old DVDs you decide to keep, remove one you could do without. This sort-and-purge process seems to work well if you can increase the ration to, say, three-to-one, which will really clear up some space for new possessions. This goes for old magazines, knickknacks, and toys.
Rooms frequented by little kids are typically clutter-intense zones, but you can help them keep toys and play items organized by designating some “clear zones.” Sort items and store according to a specific activity like painting, reading, and studying, with labels for each area of use. When you involve your kids in this sorting process, they will be able to identify and keep up with where everything should go in the future.
[In the same way that you can label boxes or bins in your garage, you can use Paper Tiger to index your movies, books, paints or other hobby items and label the containers for each to coincide with the item number from Paper Tiger. You'll always know where to find "Star Wars Episode V The Empire Strikes Back" and where to return it when you've watch it again!]
We all have that cabinet or closet for our cleaning supplies, dusting items, and general disinfectants, but if they’re all piled up, it’s hard to tell which products are old or for what use. You can sort out all your cleaning products by using vertical space for storage, leaving more floor space. A good shelving system should do the trick to help stow the items you use on a regular basis. Keep in mind that just because you have space, it doesn’t mean you should overcrowd it.
See the following blog articles for specific examples in how Paper Tiger Filing System Software can help you declutter and organize your home!
During this webinar, Nancy Hagan of Effective Day demonstrated how to get started with Paper Tiger Online. In addition to demonstrating examples requested during webinar registrations, Nancy demonstrated work-flow examples by filing items from her inbox to help you use Paper Tiger Filing System Software for document management more effectively to get organized and be more productive.
Nancy also presented how to organize things other than paper files, such as books, bank box, and storage boxes. She also demonstrated how the search from Paper Tiger Online works with the Digital Tiger function activated.
Please visit www.effectiveday.com to learn more about Nancy and the services she provides, and click here see her Productivity Coaching special. You can contact Nancy at 513 899-9949 or email at email@example.com
To learn more about Paper Tiger and Digital Tiger, visit www.thepapertiger.com
Q: How many separate locations can I have in each database and how many databases can I create?
A: if you have the free or Basic plan, you are limited to how many, but if you have the Pro plan or one of the multi-user plans, you are basically unlimited as to locations within a database and how many databases you can have.
However, you would only want multiple databases if you do not want to search across them because Paper Tiger only searches within the database that you’re in. It does not search across databases. Having different databases is only advantageous if you want to keep different filing systems separate and do not want to search for all files in all databases at one time. For example, if you have an Office database and a Home database, you do not want items to pop up from your Office database when conducting a search for an item in your Home database.
Q: Please explain what Categories are for.
A: “Category” is a word or words you may use to classify groups of related folders or items. Paper Tiger allows you to file information physically one way, but easily organize files virtually in a totally different way using Categories.
For example, you may use the Category “Benefits” to classify the folders relating to “Stock Options,” and “Day Care.” The Category, “Bills” may include “Utility bills”, “Car repair bills” e.t.c. The Category “Self-Help” might include all your books that relate to self-help or motivation.
Q: So when I assign Categories to files, the files become searchable by Category and keywords?
A: The category title you assign is not searchable, but there is a button for Category (beside the Location button) that you can click on and Paper Tiger brings up a list of your Categories similar to your Locations list. You can then choose the category you want to see all the items that you’ve assigned to that one.
Q: Oh also when you are in the Categories list, and you click on the category that you want to see all the items, can you search within that?
A: No, when you search from the search bar, Paper Tiger searches all of the database, not just within the category you’ve chosen. However, once search results come up, you can sort by the Category column.
Q: After you set up a Location, you say you might add 200 items. I would assume those items are files in the drawer. Can you branch off one of those items to say in this item there are these files? I’m confused as to after you add the 200 items or hanging folders, how do you say what is in the hanging folder if there is say 10 different papers in the folder that deals with that hanging folder.
A: The 200 items would coincide with the hanging file folders in your drawers. You can add keywords for each item in Paper Tiger that relates to as many documents that you have in a single hanging file folder. So if you have 10 different papers in a single hanging file folder, you would input as many keywords as necessary relating to the 10 different papers. That being said, if your hanging file folder contains your monthly cable bills, you would only need keywords for the entire folder not necessarily for each monthly bill unless there is something that you want to remember about a specific bill.
Q: What if in the hanging folder there are 2 manila folders that deal with the one hanging folder, but are separate from each other. Is the only way to say what is in the hanging folder in the keywords or can you have a tree that has a title for each manila folder, then you can say what is in each manila folder so you know they are in the same hanging folder, but separate from each other?
A: What I do in this instance, is number each manilla folder, and then when inputting keywords for each, I would for example, Item Name might be Paper Tiger Training and manilla folders would be numbered to coincide with the number I input into the keywords section, i.e.: 1. Paper Tiger single user instructions, 2. multi-user instructions, 3. database information, 4. etc.
Q: How does Paper Tiger compare to Evernote?
A: Evernote is a different kind of tool in which you can save notes, ideas, things you like, hear, see and other things that you want to remember or have in one place.
Q: Would the digital files feature work with Microsoft Live accounts (SkyDrive)?
A: No, our Digital Tiger function connects Paper Tiger Online to Google Docs or Google Drive through a Google app or Gmail account. Click here to go to our blog post for how to get started with Digital Tiger, where you can view 2 screen casts that show how Digital Tiger works and a demonstration of using the Fujitsu ScanSnap 1500.
Q: What is the name of the scanner you mentioned?
A: Fujitsu ScanSnap 1500
Q: Do I need to hit save after I edit something and if so, where is the save button?
A: In the Edit box, you do need to save your changes. You should see Save Changes button in the lower left corner of the Edit box.
Nancy Hagan of Effective Day, works with business people who want to be more effective and productive, focus on their highest priorities and be free to do what they do best! Effective Day provides Organizing and Productivity Coaching, Consulting, Workshops and Products for busy people who want to make the most of their day and enjoy their life.
Stephanie Calahan, of Calahan Solutions and a Paper Tiger Expert shares 3 great tips in this article to eliminate the avalanche of paper piles. Be sure to watch the video she mentions later in this article to help you create an action system that works for you!
Stephanie recognizes, as we do, that different people need different tools to help with their daily lives, including Paper Tiger Filing System and Document Management Software, which she recommends based on her clients’ needs and the way that they work. She understands that every person is different and requires systems that work for them.
Your desktop, and frankly any other horizontal surface, are the hardest places to keep clear of paper. Bills to pay, to-do lists, event invites, magazines you have been meaning to read, orders you need to fill, and the list goes on and on.
Often, we keep things “out” – either spread around or stacked – on our desk and other surfaces because we don’t want to forget to do something that we have deemed important or don’t want to forget.
Today I’ll share 3 tricks that have worked for me and my clients.
Rather than thinking of your papers in terms of a topic or a list of things that you need to do, think in terms of “next action.” You may have many things that ultimately need to happen with a particular piece of paper, but by only thinking of the next action, you can eliminate overwhelm and process your paper faster. (If there is no action necessary, skip to trick #3)
Once you have determined the next action, either write it directly on the paper, or attach a sticky note to the page with the next action you need to take. If you know the information, also write down how and when you will best perform that action. By writing down the action you need to take, you will save yourself loads of time later when you pick up the paper again! Why rethink about an action over and over when you can decide once and move on?
Example: I was working with a client the other day and we were going through his paper work. He picked up a piece of paper that contained a name and phone number of a contact. He told me that his next action was to make a phone call to that person for a project they were working on together. I then asked him if he had everything he needed to make the call successful. No. He didn’t. He had to do some quick research first. So, the next action was not the phone call, it was the research.
When you have action items, it is OK to mix various project or topics as long as they are organized by the type of action you need to take.
Create an Action System! Action Systems come in a number of different forms. One way is to label file folders with each Verb and store your papers in those file folders on your desk in a vertical file holder (the graduated kind where you can see all of the file tabs is best) or you could use the Pendaflex PileSmart Organizer. This way, the items are stored in an orderly fashion until you make time to take action. You might have something like this:
For a detailed look at how that might work for you, check out the video I did on YouTube a while back – Creating an Action Filing System for the Way You Work.
The Action System is great to keep things looking neat, but you must actually open the folders and take action to get the full benefit! By taking action by verb or type of action, you will eliminate multi-tasking, save time and increase concentration. If possible, it is best to empty each folder in one sitting. Once you have completed the action, ask “What is the next action?” and file accordingly.
Example: The paper my client had identified with the contact and phone number originally went into a “Research” folder. Once he had completed the research, he added that information to the paper and moved the page from “Research” to the “Call” folder. When the call was complete, he would either toss the paper, or file it into permanent reference or assign it a new action based on the results of the call.
Sometimes we keep papers on our desk because there is information that we want easily accessible but there really isn’t an action needed. Start by making sure that the information really is needed for quick reference. If you don’t need the information on at least a weekly basis, file it away in your permanent reference files.
The fastest way to create a quick reference system is to get a 1 – 1 1/2 inch binder and a numbered tab system. Either 3-hole punch each page or put them in sheet protectors. Each topic gets its own number. At the front of the binder, have an index to tell you what each number represents. You might have something like this:
1 — Emergency Contacts
2 — Service Providers
3 — Passwords
4 — Product Codes
and so on.
Once you have your Action System and Quick Reference system in place, it is a matter of consistently asking yourself “what is the next action” and then processing the paper. These small decisions will help you keep the paper piles under control and eliminate avalanche concerns. Before you know it, you will be getting things done rather than pushing papers around your desk!
If you would like help getting all of your paper piles figured out and systems put in place that match the way you think and work, let’s talk!
To your success!
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© Stephanie LH Calahan (AKA @StephCalahan) is a dynamic entrepreneur, nationally known speaker, media personality, author, publisher; productivity/organization consultant, and business coach. She understands that every person is different and requires systems that work for them. As the founder and CEO of Calahan Solutions, Inc., she and her consultants focus on conducting presentations, personal coaching, assessments and productivity/organizing services for entrepreneurs & time pressed professionals. Learn more: www.CalahanSolutions.com, or call 309.826.5263.
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You don’t want to miss this Paper Tiger webinar hosted by Meggin McIntosh, “The Ph.D. of Productivity”™ and Paper Tiger Expert. She will help you better understand Paper Tiger Filing System Software for document management to be able to use the software more effectively and see how you can get organized in every area of your life — not just paper filing! Join us in learning more about the way Meggin has been able to file & find paper files, notebooks, boxes, etc. for over 13 years.
Join us for the class and get some solutions – http://www.meggin.com/classes/upcoming-public-classes/paper-tiger/
Send Meggin your questions and she will answer them during the webinar.
Emphasis on Excellence, Inc.
Just because you run your office out of your home, you don’t have to treat your home office any differently than if it were a rental or a location where you work for someone else. You can enjoy all the comforts and luxuries of working from your home while still maintaining the professional atmosphere that can help you stay motivated and be successful. This is especially important if you use your home office to meet with potential clients or other business professionals in the industry. Having an office that is disorganized will only cause others to doubt your level of professionalism.
Furniture that is comfortable yet exudes professionalism is a good way to start, but is only a small part of what matters. You could have the most expensive home office furniture available on the market, and none of it will matter if it is all buried under clutter. Too often those who work from the home, alone or with only one or two other staff members, tend to slack a bit when it comes to keeping things neat and tidy. It is crucial to get a good filing system and organization method in place and work hard to maintain it. Getting organized will save time in the long run and make it easier for you or anyone who uses the home office and will also improve the way in which your office space is perceived.
The best way to get things in order from the start is to implement Paper Tiger Filing System Software for document management, an indexing system that can help you organize your paper files and so much more. Even if you already have a filing system in place, incorporating Paper Tiger’s indexing system into your home office will only help improve upon what you’ve started and will also make it much easier for other people to use the system to locate documents and other physical items, such as books, training manuals, software, keys, office supplies, etc.
By entering item names and keywords into the indexing system relating to your documents, you can find anything by conducting a Google-like search of the information in your database. After you have your system set up, you will help eliminate certain problems such as dealing with different staff members not being able to locate files because they aren’t sure where to look. For example if you have a file for “Steven Mackey’s Home Repairs” you can also use search terms that are related like “Mackey,” “Repair,” or anything else you can think of that you might have filed it under. No matter what you or someone else types in from these search terms, the document or file can be located based on the keywords that were entered when filed. You can add keywords anytime, especially when you need to file a new document into an existing hanging file folder.
With Paper Tiger, you would number your hanging file folders to relate to the database index, enter the data into the software relating to each document or set of relating documents such as the item name and additional keywords that you might relate back to the files in each hanging file folder, and never have problems retrieving your data again, and you can also rest assured that you or someone else will be able to find the file at a later date.
For example, you can enter key search terms such as “taxes,” “expenses,” receipts,” or “write offs” all entered for the same file. Later you can use any of these terms and the search engine will inform you of where the file is located. No more searching because you can’t remember if you filed it under ‘T’ for taxes or ‘E’ for Expenses or ‘R’ for receipts, etc.
Even if you already have your filing system in place, you can easily make the change to an indexing system that works that much better. For additional instruction, see the following articles that you might find helpful:
Make your home office run smoothly and more effectively, as well as more professional, by getting organized and implementing Paper Tiger Filing System software.
Are you still using an alphabetical method paper filing system? Or maybe you’re using the ‘stack’ method? If you are, you may be wasting a whole lot of time when you could use a file indexing system to find any file you need in seconds and be more productive. You can make your employees’ jobs, and your own, a whole lot easier by implementing Paper Tiger Filing System Software. This is going to make it a whole lot easier for you and your employees to find files quickly when they need them, and they won’t be wasting any time sifting through stacks of paper files.
Just think of how much time can be saved, how this time can be used more productively and, in the long run, you are going to be saving money.
You may wonder how this is going to save you money. Think about it for a minute. When you or your employees are busy searching for files, they are not really getting anything done. This means that some work will either get behind or employees will have to work overtime to get everything done. Either way, it is going to cost you money. Having a digital filing system is going to be a great time saving tool for your business and make things a lot easier for you and your employees when it comes to finding files, especially if they are needed in a hurry.
At one time, there was no such thing as computers in offices, and the best solution was the alphabetical method for paper filing systems. Many offices still use the alphabetical filing system, which is fine, but remember when you need to find something in a hurry, you may find yourself wading through a pile of papers just to find one little file. Today, almost everyone has a computer, and with Paper Tiger, the ability to index your paper files so you don’t have to rely on your memory or someone else’s memory of what name specific files were placed under. This means that you will be able to find any file you want in a matter of seconds, without having to go through all those paper files.
Since Paper Tiger doesn’t require scanning, you can index the paper files that you need to keep in hard copy format. With the Digital Tiger function in the Basic and Pro plans of Paper Tiger Online filing system software, you can keep your original paper files and index them into Paper Tiger, and also scan what you need in digital file format and upload to Google Docs, so you always have them digitally and physically, and so you won’t need to reprint them when you need them. When you need to find the document, conduct a search with the Digital Tiger function turned on, and Paper Tiger Online will return search results where you can find both the digital file and the paper file.
Paper Tiger solves problems with filing or finding any physical item, such as:
You can make things so much easier in your office by implementing a digital filing system. All of your files can be put into this type of system, including your personal files if you want. You and your employees will find it much easier, and faster, to locate any file when it is needed, which is going to save your company time and money. Of course, this is the ultimate goal for any business owner, and having the ability to retrieve the file you need quickly with Paper Tiger Filing System Software can help you achieve it.
Every business, no matter what size, has a need to keep meticulous records. Many companies have one or more administrative employees whose chief function is to manage company records—often, in an archaic and unmanageable system. File indexing, like Paper Tiger Filing System Software however, is the contemporary method for efficient document management.
The top of every company’s priority list is something ironically called “the bottom line.” In other words, getting the most productivity from their staff and other resources without blowing the budget to increase profit margins. Thousands of hours are literally eaten up with filing and then trying to locate specific information at a later date because the system used for document management is so inefficient or outdated.
One of the chief reasons companies still suffer inefficient filing systems is that every employee is different. People have their own thoughts about what filing should be, and their own way of managing and naming their files. So you have a variety of different methods all intertwined within one company. Some statistics say that about 7 percent of all documents are lost or misplaced and have to be reproduced. Experts estimate that about 150 hours of employee time per year are wasted trying to locate missing files or documents. And even more to recreate the necessary information! At $20 an hour on average—because all levels of employees are involved in this process—that can easily add up to $3,000 per year or more, that you can save simply by using a document management software to manage your files.
There has to be a better way to organize your filing cabinets into a uniform, logical style that is standardized throughout your business, regardless of the size company you have! Indexing documents is the most efficient way to increase productivity of everyone within your organization and improve the health of your “bottom line.”
So you’re probably wondering, “How does an indexing document management system work?”
It’s quite simple really. With Paper Tiger, you allow employees the access they require, according to your own policies, to use the software. You and your staff needs to agree on a records retention policy for the types of paper files you retain as a guideline as to how you want records kept and how long certain files should be kept. This policy should also transfer to your digital files as well. We have several articles already on records retention guidelines that you can use to assist you. Company name, common subjects, or other descriptions. Whatever works for you. Use as many keywords as you like. Each employee that has access to the software can also add keywords that they relate to each document or set of relating files.
Paper Tiger is a file indexing system for your paper files or other physical items that has a search engine built in so that lost information is virtually eliminated in your home or office. You would simply type in the information into the database relating to your paper files or other physical items to get organized so that you can find what you need when you need it, without time-wasting searches. Afterall, retrieval is the goal when you file something away, right!?
You can keep your paper in its original form (you do not have to scan it) and use the power of the computer to index the paper files that you need to keep in hard copy format.
Paper Tiger software consists of the following levels:
When you’ve indexed your items into Paper Tiger, and you need to find a document later, you simply conduct a Google-like search in Paper Tiger’s database to find where the item is located.
This solves problems with filing or finding any physical item, such as:
Now, every single file, anywhere within your entire company, will be labelled using the exact same system. People won’t be making up their own names for files and wasting more time as they or someone else tries to locate needed information. And no more duplication of files! From the day you implement this brilliant, time saving system, every document relating to any project you have will be placed in the same location for easy retrieval.
It’s common knowledge that every document that comes into your office has to be managed in one of three ways. It can be dealt with immediately and then filed. It can be delegated to someone for future action. Or it can be tossed. The joy of indexing is that your filing cabinet now becomes your action file as well. You can create a file just for items that need action and place them there without forgetting where you put them, or failing to take action because you “forgot” about them. Then when you’re finished, you can move the file to an archive location or a more permanent file and leave an uncluttered desk ready for more important work. You can file it away and not have to worry about finding it later.
Once your projects are complete and files are no longer needed on a daily or weekly basis, they can easily be moved from your action file location to a reference file cabinet or archived in storage elsewhere, and a quick search in the database will tell you where they’re located now, in case something needs to be retrieved later. All your document management is done by indexing your files on the computer using software that anyone can learn to use almost immediately—even the computer-challenged managers who usually leave most of the computer work to their assistants because they’re “too busy.” No more worrying about not finding a file because someone is out sick! Paper Tiger document management system alleviates that problem.
In today’s contemporary society with constant Internet usage, video conferencing and urgent meetings are often called with little or no warning. Having an indexed document management system is ideal because you can quickly and easily “lay your hands on” every document in the office you may need for an impromptu meeting or conference call. You’ll no longer be forced to make major decisions without having all the relevant information you need at hand.
Document indexing truly is the most contemporary method to efficient document management for your company. It will not only save your business time and money, but it will make for much happier employees who have to spend so much less time handling files and documents in the office, and remember you’ll also be able to index other physical items such as office supplies, training manuals, CDs and DVDs, etc. Paper Tiger Filing System Software for document management can index anything that you can put a number onto, Not Just For Filing Paper!
This article by Sherry Borsheim, a Paper Tiger Expert of International Association of Business Organizing (IABO), provides a list of things to look for in file cabinets and tips to setting up your filing system to get organized, stay organized and be more productive!
Also check out Sherry’s Organizing Bootcamps which will give you a JUMP-START on ORGANIZING your office, home and life. She will give you her trade secrets and steps to setting up your organizing systems, including recommending Paper Tiger filing system software for document management, to be organized and manage the information and stuff in your life.
Most offices and homes still have a lot of paper. Going completely paperless is not for everyone, and there are some papers you must keep in original format. Papers can often pile up because your filing cabinet or file system doesn’t function properly. Poorly functional, inexpensive file cabinets can cause more frustration and stress, and stop you from filing altogether.
Before you buy, build or set up a new filing system or file drawers, assess your current filing cabinet requirements. Including how easy it is to retrieve and file away your papers. Review my top tips that you must know before you buy your next filing cabinet or build filing drawers in your kitchen or home office.
When your file drawers and filing cabinets are not functioning properly, you are less likely to use them, and papers will pile up.
The next time you are looking at a file cabinet, designing a file drawer, or buying a container to store your filing system in, ensure it is easy to use and retrieve papers from, well made, highly functional and fit in with the design of your office or home.
To reduce back strain and the twisting motion when you are sitting at your desk chair and reach for a file set up your files facing towards you. Not all file drawers will accommodate this, but you can buy “front to back” file bars for many filing cabinets that allow you to switch your files so they face you when you open a lateral file drawer.
Also, if you have a desk drawer, see if you can turn the files so they face you when you open the drawer while sitting at your chair. These two ergonomic tips make a huge difference for ease of use and reduce strain on your back and shoulders.
Spruce up your drab file cabinet with wallpaper that inspires you and fits into your décor. Casey Green at Fossil and Design Sponge shows you step-by-step how simple and fun Casey’s wallpaper do-it-yourself file drawers project is!
You can purchase hanging file frames from Staples that will fit securely inside most file drawers. You may need to cut the file frame down to fit your drawer. It’s a bit of a workout doing this and requires some muscle. Personally I use a hack saw with a blade for sawing metal. Wire cutters are not strong enough.
If the file frame is too large or doesn’t fit, then the next option is to buy hanging file containers like the picture here. You can drop several of these inside the file drawer so you can use hanging files or file folders and they stay in place without flopping around.
A product like Goo Gone or rubbing alcohol will remove stickers from metal file cabinets and will clean them up so they look attractive again. Always test the product first in an area that won’t show.
Sherry Borsheim is the president of International Association of Business Organizing and Simply Productive. You can visit Sherry, access her free article archive and grab lots of free stuff at http://www.BizOrganizing.com. Sherry lives in Vancouver, BC Canada with her husband (her high-school sweetheart).
Not getting her newsletter? Sign up by clicking here “Send My Kit” and you’ll receive her FREE 7 Ways to Organize Your Workspace kit!
This article by Natalie Conrad of Organized Habits, and a Paper Tiger Expert, tells us the key to keeping paper under control is to stay on top of it and gives us steps to do just that! Natalie also recommends Paper Tiger Filing System Software for Document Management to get everything in your life organized — not just for filing paper!
Since the beginning of my professional organizing career, the most asked question has been “How to I keep up with all the paper in my life?” (or some variation thereof). Paper is prolific in our lives as Americans. The fact that we now have computers seems to have compounded, rather than relieved, the influx of papers. Even though we may receive less letters and billing statements in our postal mailbox, we are still inundated with the circulars, ads and the charitable and political donation requests.
So the biggest key to controlling the paper is to stay on top of it.
I have seen ignored stacks of paper grow to reach ceiling heights. Sometimes the paper is collected into boxes that then clutter the garage, leaving the cars in the rain! How do you keep up with all the paper in your life? By staying on top of it. Here’s what I mean:
You come in from work, mail in hand. Don’t just throw everything on a horizontal surface! Instead, quickly sort thru the mail and throw out those pesky circulars, ads and anything that is junk mail. By simply doing this, you will have decreased the amount of paper in your hand by 50-70%. Get used to the fact that when you think something is junk mail, you are probably right – it’s junk mail! Don’t feel like you have to open the envelope from your political party unless you do plan to make a charitable contribution. They are not sending you a check! Just shred it and move on with your day!
Now what to do with the rest of the mail in your hand? You have a few options here:
1. Look at everything right away, make decisions, and put things where they belong, OR
2. Have a mail basket or container of some sort that you put this mail in until you have time to look at it.
Going thru the mail basket once, twice or even three times a week will help you keep the paper to a minimum. The key, however, is to do something with the mail once you decide to go thru it. This means put the bills to be paid together, read the newsletter, add that “Save the Date” to your calendar, make a note of things that require a response on your to do list.
Like the Nike slogan – just do it! Getting rid of that visual paper clutter will go a long way in helping you begin to sort out the mental clutter. Did you know they were related??? More on that later……
Natalie Conrad is an organization consultant, speaker, and author in Northern California. She is also the founder of Organized Habits, a premier organizing firm, serving national and local clients in homes and small business settings. She is passionate about organizing as she believes that the clutter holds one back from pursing their life long goals and dreams. Visit Natalie’s blog for more articles like this by going to www.OrganizedHabits.com/blog
If you have your own business, you realize how difficult it can be to keep things organized and in order. Paperwork alone can be a real nightmare, but Paper Tiger Filing System Software for document management, not only can you finally get all your paper files in order, but anyone in the office can find them.
Using Paper Tiger, you never have to worry about whether to file a paper under “Smith’s dog care,” or “Fido dog walking schedule” again, and solves the many problems with filing such as:
The best thing to consider is using document management software as your ultimate tool for a filing system. The great news is that Paper Tiger can be used for more than just your paper files, but start with the paperwork part of your business. This is often the most important aspect of your business because it affects you, your clients and even how you get organized and prepare for tax time reporting.
Consider how the alphabetical method filing system would work. You would have to make sure everyone who might need access to the document would be in agreement with the labeling system and then make sure you had everything in the right alphabetical order. One simple slip and you could spend a lot of time searching every file of every drawer in all of your filing cabinets looking for one single piece of paper.
You can index the document into Paper Tiger’s database with any item name you want without any worry about finding it later, because the system will allow you to add as many keywords as you want to 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 set up numerically and waiting for your documents, you eliminate the time-consuming hassle of having to find and create a file folder each time you want to file something.
When you’ve indexed your paper files or other physical items into Paper Tiger, and you need to find an item, you simply conduct a Google-like search in the database and Paper Tiger will let you know where the needed item is located, then no matter what someone types in to search for the Fido Smith dog care and walking schedule, the answer will appear based on the keywords entered previously. Find that file number and you have your paper without even having to think about putting it in alphabetical order, or what you would have put on the file tab.
So after you have your papers in order, you realize that you and your staff waste a lot of time finding things you need relating to the business, such as inventory or office supplies. Now you can use your document management software to keep track of the bin number you keep extra flea collars in, the box number where your back stock for leashes is and even if you have those personalized dog beds in your business, home or at some offsite storage unit.
Below is another example of how to use Paper Tiger to index and organize your CD’s, and can be used to implement the same concept to index your office supplies or inventory or your books or any other physical item that you can put a number onto:
1. Name a Location CDs, with capacity of 100 (you can increase this later if you need to) Then print labels for the 100 items ready to affix onto each CD as you index it.
2. Begin indexing your CDs individually by adding a new item in this Location. I would name the item by the name of the movie or topic or singer of the CD, and continue with something like the following:
-Item Name: (name of the movie or topic or singer of the CD)
-Keywords: (actors/speakers, length, rating, brief description)
-If you have Professional or Pro edition, you will be able to apply a Category to the item. If so, add new category for either drama, fiction, comedy, historical, etc. (as info, the Basic edition does not have the Category function) If you have Basic, then you can add the category to the keywords section as well, then when you search for a specific category, Paper Tiger will bring up all of the CDs that you’ve indexed with that category, which is basically the same thing that would happen if you were to select the Category drop down box in Professional or Pro.
3. As you index each CD, affix the corresponding label to it and store in your new place. As you’ll see in this picture below, both the CD and the CD jacket are numbered so when you search Paper Tiger, you can go to the corresponding CD jacket number, and you’ll also know to match the numbers when replacing the CD.
The bottom line is that if you can put a number onto an item, you can index it into Paper Tiger… then whether the physical items are paper files, boxes, bins or books, etc., type in a keyword for an item the same way you do with an online search engine, you can find it. Start making your organization system work for you and your entire office by using Paper Tiger Filing System Software for document management and get organized today!
Trying to get yourself established and off the ground as an artist isn’t always easy. One of the greatest challenges artistic minded people face is sometimes balancing the business mind with the creative one. The bottom line is that many creative types thrive when it comes to creating their art, whatever the medium may be. When it comes to taking care of the other details, things often fall apart.
Getting organized doesn’t have to be that difficult. The most challenging part may only be getting a filing system like Paper Tiger Filing System Software for document management in place, and before long you will have to do nothing but be creative and file as needed into your filing system you’ve put in place to work for you. As you get more clients or sales and can hire others to help manage your growing business, they too can learn to use the same system with no effort at all.
More than likely if you are seriously trying to establish yourself as an artist, you have paperwork scattered with no real system. Your focus is being artistic and the rest seems like just details. You probably even have some important papers lying around in piles that may act as a priority system, but if you should need to find one in a pinch there would be no way to do so.
You probably have papers including:
More than likely there are a lot more pieces of paper lying around that you can’t keep track of but need to. In many cases, the paperwork has gotten so out of hand it can actually stress a person out and becomes an extremely important task that just keeps getting put off.
For Paper Tiger, you would keep your paper in its original form (you do not have to scan it) and use the power of the computer to index the paper that you need to keep in hard copy format, and also index other physical items,such as your artwork and where each piece is located. Paper Tiger can index anything!
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 corresponding index file number location. 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 add as many keywords as you want 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 set up and waiting for your information, you eliminate the time-consuming hassle of having to find and create a file folder each time you want to file something.
When you’ve indexed your paper files or your artwork and other physical items into Paper Tiger, and you need to find an item, you simply conduct a Google-like search in the database to find where the needed item is located. This solves problems with filing such as
*You can’t decide what to name something;
*You don’t like making new folders when you need to file;
*You can’t remember where or what name you filed something under.
When it comes to locate the list of galleries where your artwork is, you would type in the name that you’ve given each of your artwork into the Item Name field of Paper Tiger, then in the Keyword field, you would type in where the item is located and any other information that you might want relating to that piece. Then when you need to know where a particular piece is, you would conduct your search in Paper Tiger, and your filing system will let you know where it is.
If you have no idea where to start in setting up an organized filing system; one where all legal and tax requirements are met, you might consider hiring a productivity consultant who can help you understand what you need to keep, how long you need to keep certain items, and the consultant will be able to create a customized work-flow for your business side to help you maintain an organized system.
It is as simple as that. Even someone who begins working for you could type in a keyword and find the needed item quickly. When you get organized it makes it that much easier to stay organized. Start your business off the right way with Paper Tiger Filing System Software for document management to help keep your records management organized. Start getting organized by implementing your document management software and put the focus back where it should be, on your artwork!
Running a home office can be very trying no matter whether you are using it to keep track of the family’s finances or running a small business from home. If you don’t keep track of your papers and other items in a manner that makes sense, you will waste time because you cannot find things when you need them.
When you’re not organized, you will not only waste time, but could lose money as well when bills are not getting paid on time, incurring late charges and other penalties simply because they were buried under other items. Also if you’re not invoicing clients in a timely manner, you’re not receiving payment for what is due to you.
The Paper Tiger Filing System Software and Document Management is a hybrid of traditional filing and computer search ingenuity with the ability to help you streamline your filing system and find your items. Paper Tiger is a filing system software that doesn’t require you to scan your items so you can use the same indexing system to organize books and other items that could not be scanned. (See our Not Just for Filing Paper webpage)
Paper Tiger is an indexing system for your physical files that has an easy-to-use search engine built in so that lost information is virtually eliminated in your office. You would simply type in the information into the database relating to your files or other physical items to get organized so that you can find what you need when you need it, without time-wasting searches.
You would keep your paper in its original form (you do not have to scan it) and use the power of the computer to index the paper that you need to keep in hard copy format, and also index other physical items. Paper Tiger can index anything! 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.
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. 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 add as many keywords as you want 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 each time you want to file something.
You number your files, enter the data into the software relating to each document or set of documents such as the item name and additional keywords that you might relate back to the files, and never have problems retrieving your data again. By inputting multiple keywords into the software database for each document or relating documents within each hanging file folder, you can also rest assured you or someone else will be able to find the file at a later date.
For example, you can enter key search terms such as “taxes,” “expenses,” receipts,” or “write offs” all entered for the same file. Later you can use any of these terms and the search engine will inform you of where the file is located. No more searching because you can’t remember if you filed it under ‘T’ for taxes or ‘E’ for Expenses or ‘R’ for receipts, etc. You owe it to yourself and the future success of your business to get and keep your record management system organized from the very first day.
When you’ve indexed your paper files to Paper Tiger, and you need to find a file, you simply conduct a Google-like search in the database to find where your file is located.
This solves problems with filing such as:
- You can’t decide what to name something;
- You don’t like making new folders when you need to file;
- You can’t remember where or what name you filed something under;
- Staff sharing files in the same filing cabinets, everyone thinks differently and anyone can search a keyword;
- Staff turnover or the one person in the office that knows where everything is gets sick or on vacation.
You might also check out our article Customize Your Filing System with Paper Tiger’s Indexing Method for additional helpful tips in how to set up your filing system.
Some people are trying to set up their filing systems to a more paperless environment, and scanning incoming paper files that is not necessary to keep in hard copy format. In the case where you’re going to keep some hard copy files, but you also want to keep up and be able to find your digital files, we recommend Google Docs through a Google or Gmail account for your digital file storage. Google Docs is great for storing the digital files that are scanned and those files that you can upload from your computer.
With the addition of Digital Tiger function in Paper Tiger Online filing system software Basic and Pro plans, you can connect to Google Docs for a combined document management software solution. Digital Tiger, powered by Google Docs, is a free add-on with a paid Paper Tiger Online (Basic or Pro plan for now). You can still index your paper files that you need to keep in hard copy format and other physical items such as books and manuals into Paper Tiger Online, and use Google Docs for your digital file storage. Google Docs is the lowest cost digital file storage system available, and is more convenient than storing your digital files on your hard drive (or multiple computers) that would take up valuable memory, or keeping up with CDs or Flash Drives.
Combining Paper Tiger’s indexing method, there’s a way to organize and index all those items that simply cannot be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, items in safe deposit box, etc. Then by using the Digital Tiger function in Paper Tiger Online, you will be able to search and find both your paper/physical items that you’ve indexed into Paper Tiger and your digital files that you’ve uploaded or created into Google Docs format relating to the same keyword search from one software system, Paper Tiger.
The bottom line is, when you get organized it makes it that much easier to stay organized. Start your business off the right way with Paper Tiger Filing System Software for document management to help keep your records management organized.
Your home office is now organized like a miniature databank, like your own personal version of the World Wide Web for organizing your paper files and, well actually, anything that you can put a number onto.
Tame your paper files (and other items) with Paper Tiger and get organized today!