Steps for Going Digital - And Why It’s a Better Idea Featured Image

Where to Begin

  • Health and insurance
  • Finances and taxes
  • Services to the house and/or vehicles
  • You and your partner’s jobs

Start Scanning

  • Turn on your favorite music and brew a pot of coffee. If you and your partner can tackle this mountain together it will be much more bearable.
  • Have a trash bag handy for tossing all of your unneeded paperwork into, but do not throw your paper into the garbage can. There are many places right there in your community that will provide shredding services and securely dispose of your documents.
  • Note which folder your scans are going into and keep track of them, sorting them as you go. The computer will generate a random string of letters and numbers as a save name by default, so unless you manually go through and sort the files yourself, you will have a jumbled mess in your folder.
  • Upload your documents into your data management software of choice.

Managing Your Data in the Cloud

Long-Term Benefits of Going Digital

  • Copies made from digital documents are logged within the software, meaning that nobody can access yours without you knowing about it.
  • If you can’t find a document, no problem; search functionalities sift through all of your folders to quickly find what you’re looking for.
  • Clutter becomes less and less when you don’t have as much paper taking up space. An entire binder of documentation can fit into a single program with room to spare, instantly tidying up your office area.
  • If, God forbid, anything should ever happen to you, your loved ones have one place they need to go in order to find all your paperwork. Not only is it all in one place, but it is also sorted and can be easily navigated through.
  • Backups are simple and take so little time. If something were to ever go wrong with your computer, your documents are not forced to go down with the ship. The beauty of cloud services is that they are not linked to any one device, but are able to be accessed online instead.

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Ruhani Rabin

Ruhani Rabin

Ruhani Rabin being a tech and product evangelist for almost 20 years. He was VP, CPO for various digital companies. Plays with Drones in his free time.