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HistoryEdited Mar 28, 2011 10:49 AM by Joel Anderson…

Paperless Workflow

Personal Productivity Strategies > Paperless Workflow


  1. Paperless Workflow Overview
  2. Paperless Workflow Tools
  3. Paperless Workflow Considerations
  4. Paperless Workflow Process Detail
  5. Paperless Workflow Limitations
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I have thought about the concept of a paperless office many times. There were always two key areas where my idea fell short:

  1. Managing information, data and notes in meetings
    1. In meetings I often may need to refer to information about a topic or project
    2. It is frequently useful to take notes in meetings
    3. Now I could use a laptop for these tasks, but it always seemed like too big of a tool for the job, and I don't like having the "big wall" of a laptop at a meeting, it seems to create a social barrier among the others at the table.
    4. Also, laptops they are not easy to use if you aren't sitting at a table
  2. Reading the vast quantities of product information, technical manuals, research, grant proposals, etc.
    1. I have a 24" monitor on my desk. I have a 17" laptop at home. I have an iPhone. Yet none of these devices is comfortable or conducive to the simple act of reading long (more than five pages) documents. They aren't comfortable at a desk, in a chair, on the couch, or in the bed.
    2. So I would find myself printing out these documents, simply to be able to read them comfortably


After getting the iPad was announced, I immediately decided that I would like to think about trying the concept of going paperless. The iPad eliminate all of the issues above. So this document is going to document my "going paperless experiment". I haven't actually started the actual workflow yet, but I have started to outline the concept.

Anticipated Benefits:

  • Exchange "filing time" with scanning time
  • Should be easier to find things (search, tagging, no physical)
  • Tagging allows organizing documents into multiple areas
  • Portability of access to documents
  • Many times people need a file emailed anyways, and if not, I can print a new copy
  • Many time I print documents simply to read at a more convenient time or location. With iPad I can now do that electronically.

The question of course, is will the workflow work as planned, and will the benefits above be realized?

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 - 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