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Paperless Workflow Tools

Personal Productivity Strategies > Paperless Workflow > Paperless Workflow Tools


  1. Paperless Workflow Overview
  2. Paperless Workflow Tools
  3. Paperless Workflow Considerations
  4. Paperless Workflow Process Detail
  5. Paperless Workflow Limitations

After researching a number of options, these are the tools that I have come up with:

  • EagleFiler
    • Has a number of methods to capture data:
      • Hot Key capture
      • Import
      • Drag and drop
      • Mac OS X services
      • Clipboard import
      • Selection import (with keyboard shortcut)
      • Print to PDF to EagleFiler
      • To Import folder action (can place in dock, Finder sidebar, etc)
    • Has awesome organization tools:
      • Folders
      • Tags
      • Advanced, nested, boolean search
      • Smart Folders
      • Smart Folders with Actions
      • Labels
      • Filter
      • Search terms are highlighted in documents
    • Integration with Finder/Native formats
      • EagleFiler stores all of the files imported into the application in traditional Finder folders, as native, independent documents - they can still be opened, viewed and edited in third party applications
      • Native storage means you will never be locked into an application's eco system, or have to worry about exporting to get data out
      • Native storage also means that you it works well with Backup systems, as it appears as a regular file in the file system (as opposed to a monolithic database that needs o be backed up because of a single tiny change)
      • Not storing the data in a large database also reduces the chances of data loss due to corruption
      • Finder metadata (Spotlight comments, icon, labels, etc) is intact and editable from the Finder
    • Libraries and Storage
      • EagleFiler stores all of its files in a library, and EagleFiler can have more than one library
      • Libraries can be stored anywhere: local disks, FireWire disks, USB thumb drives, Cloud disks (iDisk, DropBox), iPhones, iPads
  • Fujitsu ScanSnap
    • Scans documents and converts to PDF (scans front and back in one pass)
    • Optionally will perform OCR
    • You can set the scan folder to EagleFiler's "To Import" folder, for automated import into EagleFiler
    • See this page for a look at the ScanSnap setting options
    • The Fujitsu ScanSnap comes with all of the scanning software you need, including ABBY FineReader for OCR recognition
    • There are third party OCR applications that may provide more flexibility, such as ReadIRIS, that I haven't looked into yet
  • AirSharing HD
    • An iPad application used to access documents on a remote device
    • Works with iDisk
    • Reads several document formats
    • Search
    • Print

Comments

/groups/tech/search/index.rss?sort=modifiedDate&sortDirection=reverse&tag=mainlist/groups/tech/search/?sort=modifiedDate&sortDirection=reverse&tag=mainCore ArticlesCustomTagSidebarCustomTagSidebar?sort=modifiedDate&sortDirection=reverse&tag=main0/groups/tech/sidebar/CustomTagSidebarmodifiedDate5CustomTagSidebarreversemainCore Articlescustom/groups/tech/search/index.rss?tag=hotlist/groups/tech/search/?tag=hotWhat’s HotHotListHot!?tag=hot60/groups/tech/sidebar/HotListAdded iOS 5 and iCloud Article LinkjoelJoel Anderson2011-10-27 05:51:48+00:002011-10-27 05:51:48updated47joelJoel Anderson2011-03-28 23:40:40+00:002011-03-28 23:40:40updated46Moved Document Management & iWork Document Formatting under FeaturesjoelJoel Anderson2011-03-28 23:40:32+00:002011-03-28 23:40:32updated45Moved Paperless Workflow under features, moved iPad 2 Mini review under General PointersjoelJoel Anderson2011-03-28 23:39:09+00:002011-03-28 23:39:09updated44Added breadcrumbsjoelJoel Anderson2011-03-28 15:48:01+00:002011-03-28 15:48:01updated43Changed Title of iPad Document Strategies linkjoelJoel Anderson2011-03-28 15:43:54+00:002011-03-28 15:43:54updated42joelJoel Anderson2011-03-27 19:12:09+00:002011-03-27 19:12:09updated41Separated Productivity Outline into its own pagejoelJoel Anderson2011-03-27 19:11:22+00:002011-03-27 19:11:22updated40joelJoel Anderson2011-03-21 11:51:32+00:002011-03-21 11:51:32updated39fix shopping and travel pages from blog pages to wiki pagesjoelJoel Anderson2011-03-21 11:49:38+00:002011-03-21 11:49:38updated38joelJoel Anderson2011-03-21 11:47:11+00:002011-03-21 11:47:11updated37Moved link to iPad 2 Mini Review towards top of pagejoelJoel Anderson2011-03-19 13:23:03+00:002011-03-19 13:23:03updated36Added New to iPad pagejoelJoel Anderson2011-03-19 12:02:34+00:002011-03-19 12:02:34updated35Added link to iPad 2 Mini ReviewjoelJoel Anderson2011-03-19 10:31:38+00:002011-03-19 10:31:38updated34joelJoel Anderson2011-03-19 10:29:17+00:002011-03-19 10:29:17updated33Added iPad App pages for Shopping and TraveljoelJoel Anderson2011-03-19 10:28:06+00:002011-03-19 10:28:06updated32Removed Cases links, as it is now linked from the new Accessories pagejoelJoel Anderson2011-03-19 09:59:48+00:002011-03-19 09:59:48updated31joelJoel Anderson2010-04-26 14:49:15+00:002010-04-26 14:49:15updated30Added new structure for iPad case articlesjoelJoel Anderson2010-04-26 13:29:44+00:002010-04-26 13:29:44updated29Formatting cleaningjoelJoel Anderson2010-04-26 02:30:51+00:002010-04-26 02:30:51updated28Added use of keynote presentationjoelJoel Anderson2010-04-25 21:14:19+00:002010-04-25 21:14:19updated27joelJoel Anderson2010-04-25 20:55:07+00:002010-04-25 20:55:07updated26Added a strengths/weakness list to article; Created place holders for printing and remote controljoelJoel Anderson2010-04-25 20:54:50+00:002010-04-25 20:54:50updated25Organized and Separated LinksjoelJoel Anderson2010-04-17 02:12:22+00:002010-04-17 02:12:22updated24joelJoel Anderson2010-04-12 19:17:12+00:002010-04-12 19:17:12updated23joelJoel Anderson2010-04-12 19:12:10+00:002010-04-12 19:12:10updated22joelJoel Anderson2010-04-12 19:10:37+00:002010-04-12 19:10:37updated21joelJoel Anderson2010-04-12 18:58:05+00:002010-04-12 18:58:05updated20joelJoel Anderson2010-04-12 18:46:24+00:002010-04-12 18:46:24updated19joelJoel Anderson2010-04-12 18:45:36+00:002010-04-12 18:45:36updated18joelJoel Anderson2010-04-12 18:23:47+00:002010-04-12 18:23:47updated17joelJoel Anderson2010-04-12 18:19:55+00:002010-04-12 18:19:55updated16joelJoel Anderson2010-04-12 18:17:32+00:002010-04-12 18:17:32updated15Added NoteTaking AppsjoelJoel Anderson2010-04-12 18:13:40+00:002010-04-12 18:13:40updated14Added iPad Accessories PagejoelJoel Anderson2010-04-07 13:57:19+00:002010-04-07 13:57:19updated13Added iPad Cases pagejoelJoel Anderson2010-04-07 13:50:29+00:002010-04-07 13:50:29updated12joelJoel Anderson2010-04-07 13:49:43+00:002010-04-07 13:49:43updated11joelJoel Anderson2010-04-06 00:00:36+00:002010-04-06 00:00:36updated10Added tag - hotjoelJoel Anderson2010-04-05 23:05:53+00:002010-04-05 23:05:53addTag9joelJoel Anderson2010-04-05 22:54:36+00:002010-04-05 22:54:36updated8joelJoel Anderson2010-04-05 22:46:37+00:002010-04-05 22:46:37updated7joelJoel Anderson2010-04-05 20:35:18+00:002010-04-05 20:35:18updated6joelJoel Anderson2010-04-05 20:33:42+00:002010-04-05 20:33:42updated5joelJoel Anderson2010-04-05 20:31:37+00:002010-04-05 20:31:37updated4joelJoel Anderson2010-04-05 20:27:51+00:002010-04-05 20:27:51updated3Added tag - ipadjoelJoel Anderson2010-04-05 20:26:48+00:002010-04-05 20:26:48addTag2First createdjoelJoel Anderson2010-04-05 20:15:04+00:002010-04-05 20:15:04created1wiki2011-10-27T05:51:48+00:00groups/tech/wiki/17816FalseiPad/groups/tech/wiki/17816/iPad.htmlJoel Anderson47 updatesiPad Personal Productivity Strategies > iPad Did you just get a new iPad, and want a know what you should get right away? Try my iPad Quick-St...Falsejoel2011-10-27T05:51:48+00:00joelJoel Anderson2010-05-01 02:22:25+00:002010-05-01 02:22:25updated11Changed the name from Personal Productivity to Personal Productivity StrategiesjoelJoel Anderson2010-05-01 02:14:34+00:002010-05-01 02:14:34updated10Added text descriptors to each categoryjoelJoel Anderson2010-05-01 02:05:53+00:002010-05-01 02:05:53updated9Added tag - paperlessjoelJoel Anderson2010-05-01 01:46:35+00:002010-05-01 01:46:35addTag8Added tag - mainjoelJoel Anderson2010-04-05 20:17:08+00:002010-04-05 20:17:08addTag7joelJoel Anderson2010-04-05 20:15:34+00:002010-04-05 20:15:34updated6Added tag - hotjoelJoel Anderson2010-04-05 20:15:11+00:002010-04-05 20:15:11addTag5Added tag - ipadjoelJoel Anderson2010-04-05 20:11:26+00:002010-04-05 20:11:26addTag4Added tag - gtdjoelJoel Anderson2010-04-05 20:11:21+00:002010-04-05 20:11:21addTag3Added tag - productivityjoelJoel Anderson2010-04-05 20:11:16+00:002010-04-05 20:11:16addTag2First createdjoelJoel Anderson2010-04-05 20:10:54+00:002010-04-05 20:10:54created1wiki2010-05-01T02:22:25+00:00groups/tech/wiki/56867FalsePersonal Productivity Strategies/groups/tech/wiki/56867/Personal_Productivity_Strategies.htmlJoel Anderson11 updatesPersonal Productivity Strategies This section of the site will focus on personal productivity, and will include topics such as Getting Things Done (GTD), OmniFoucs, paperless wor...Falsejoel2010-05-01T02:22:25+00:00joelJoel Anderson2010-05-01 02:22:25+00:002010-05-01 02:22:25updated11Changed the name from Personal Productivity to Personal Productivity StrategiesjoelJoel Anderson2010-05-01 02:14:34+00:002010-05-01 02:14:34updated10Added text descriptors to each categoryjoelJoel Anderson2010-05-01 02:05:53+00:002010-05-01 02:05:53updated9Added tag - paperlessjoelJoel Anderson2010-05-01 01:46:35+00:002010-05-01 01:46:35addTag8Added tag - mainjoelJoel Anderson2010-04-05 20:17:08+00:002010-04-05 20:17:08addTag7joelJoel Anderson2010-04-05 20:15:34+00:002010-04-05 20:15:34updated6Added tag - hotjoelJoel Anderson2010-04-05 20:15:11+00:002010-04-05 20:15:11addTag5Added tag - ipadjoelJoel Anderson2010-04-05 20:11:26+00:002010-04-05 20:11:26addTag4Added tag - gtdjoelJoel Anderson2010-04-05 20:11:21+00:002010-04-05 20:11:21addTag3Added tag - productivityjoelJoel Anderson2010-04-05 20:11:16+00:002010-04-05 20:11:16addTag2First createdjoelJoel Anderson2010-04-05 20:10:54+00:002010-04-05 20:10:54created1wiki2010-05-01T02:22:25+00:00groups/tech/wiki/56867FalsePersonal Productivity Strategies/groups/tech/wiki/56867/Personal_Productivity_Strategies.htmlJoel Anderson11 updatesPersonal Productivity Strategies This section of the site will focus on personal productivity, and will include topics such as Getting Things Done (GTD), OmniFoucs, paperless wor...Falsejoel2010-05-01T02:22:25+00:00joelJoel Anderson2010-05-01 02:22:25+00:002010-05-01 02:22:25updated11Changed the name from Personal Productivity to Personal Productivity StrategiesjoelJoel Anderson2010-05-01 02:14:34+00:002010-05-01 02:14:34updated10Added text descriptors to each categoryjoelJoel Anderson2010-05-01 02:05:53+00:002010-05-01 02:05:53updated9Added tag - paperlessjoelJoel Anderson2010-05-01 01:46:35+00:002010-05-01 01:46:35addTag8Added tag - mainjoelJoel Anderson2010-04-05 20:17:08+00:002010-04-05 20:17:08addTag7joelJoel Anderson2010-04-05 20:15:34+00:002010-04-05 20:15:34updated6Added tag - hotjoelJoel Anderson2010-04-05 20:15:11+00:002010-04-05 20:15:11addTag5Added tag - ipadjoelJoel Anderson2010-04-05 20:11:26+00:002010-04-05 20:11:26addTag4Added tag - gtdjoelJoel Anderson2010-04-05 20:11:21+00:002010-04-05 20:11:21addTag3Added tag - productivityjoelJoel Anderson2010-04-05 20:11:16+00:002010-04-05 20:11:16addTag2First createdjoelJoel Anderson2010-04-05 20:10:54+00:002010-04-05 20:10:54created1wiki2010-05-01T02:22:25+00:00groups/tech/wiki/56867FalsePersonal Productivity Strategies/groups/tech/wiki/56867/Personal_Productivity_Strategies.htmlJoel Anderson11 updatesPersonal Productivity Strategies This section of the site will focus on personal productivity, and will include topics such as Getting Things Done (GTD), OmniFoucs, paperless wor...Falsejoel2010-05-01T02:22:25+00:00joelJoel Anderson2010-05-01 02:22:25+00:002010-05-01 02:22:25updated11Changed the name from Personal Productivity to Personal Productivity StrategiesjoelJoel Anderson2010-05-01 02:14:34+00:002010-05-01 02:14:34updated10Added text descriptors to each categoryjoelJoel Anderson2010-05-01 02:05:53+00:002010-05-01 02:05:53updated9Added tag - paperlessjoelJoel Anderson2010-05-01 01:46:35+00:002010-05-01 01:46:35addTag8Added tag - mainjoelJoel Anderson2010-04-05 20:17:08+00:002010-04-05 20:17:08addTag7joelJoel Anderson2010-04-05 20:15:34+00:002010-04-05 20:15:34updated6Added tag - hotjoelJoel Anderson2010-04-05 20:15:11+00:002010-04-05 20:15:11addTag5Added tag - ipadjoelJoel Anderson2010-04-05 20:11:26+00:002010-04-05 20:11:26addTag4Added tag - gtdjoelJoel Anderson2010-04-05 20:11:21+00:002010-04-05 20:11:21addTag3Added tag - productivityjoelJoel Anderson2010-04-05 20:11:16+00:002010-04-05 20:11:16addTag2First createdjoelJoel Anderson2010-04-05 20:10:54+00:002010-04-05 20:10:54created1wiki2010-05-01T02:22:25+00:00groups/tech/wiki/56867FalsePersonal Productivity Strategies/groups/tech/wiki/56867/Personal_Productivity_Strategies.htmlJoel Anderson11 updatesPersonal Productivity Strategies This section of the site will focus on personal productivity, and will include topics such as Getting Things Done (GTD), OmniFoucs, paperless wor...Falsejoel2010-05-01T02:22:25+00:00hot/groups/tech/search/index.rss?sort=modifiedDate&kind=all&sortDirection=reverse&excludePages=wiki/welcomelist/groups/tech/search/?sort=modifiedDate&kind=all&sortDirection=reverse&excludePages=wiki/welcomeRecent ChangesRecentChangesListUpdates?sort=modifiedDate&kind=all&sortDirection=reverse&excludePages=wiki/welcome0/groups/tech/sidebar/RecentChangesListmodifiedDateallRecent ChangesRecentChangesListUpdateswiki/welcomeNo recent changes.reverse5searchlist/groups/tech/calendar/Upcoming EventsUpcomingEventsListEvents1Getting events…