Archive for the ‘Organization’ Category

OfficeDrop and Josh Zerkel Webinar 2

Monday, July 26th, 2010

OfficeDrop has teamed up with Professional Organizer, Josh Zerkel, to guide you to a more productive, less paper, digital office. On July 15th we showed you the benefits of going paperless, and where you can get started in the first webinar, Saving Time and Money with your Paperless Office. Now it’s time to take the next step, and learn about the specific tools you can use in webinar 2, Online and Offline Tools to Master Your Paperless Office.

Register for Webinar Part Two: Online and Offline Tools to Master Your Paperless Office

Like the last one, this webinar is free, so all you have to do is register here. It’s kicking off on July 29th at 11am PST so hurry and get those registrations in. This is a great opportunity to learn about specific tools that will help you reduce paper, become more efficient, and lower costs.

Also, if you want to see the video from the first webinar you can visit our Digital Office page - the video is on the right!

How Much Paper Do Kids Bring Home From School?

Monday, July 26th, 2010

A current user of ours recently sent an intriguing article about kid’s school documents, so we though’t we would share it with you here on our blog.

There are a lot of different ways paper infiltrates your home or office. The obvious culprits are bills, receipts, pamphlets, flyers, etc. In the article linked above, a woman tracks the influx of paper from a less suspected source, our children.

If you have kids in school, I’m sure you’ve noticed the piles of handouts, assignments, permission slips, worksheets, outlines, and syllabi that they pack up and deliver from class to your home. They seem so innocent, I know, but as a Southborough mother found out earlier this month, these kids are packing thousands of pages throughout one school year.

For the parent trying to reduce paper clutter, your own kids could be your biggest problem - dumping Spiderman backpack-loads of paper on the kitchen counter five days of the week. I remember back in middle school there was at least one handout every class and college wasn’t much better. At least a college student has a dorm to dump paper in, but middle and high schoolers probably don’t have their own filing cabinets in their rooms and so the paper inevitably ends up cluttering your home. It’s not their fault, schools simply distribute paper at an alarmingly unchecked rate.

What To Do With It All?

Kids’ paper flow is essentially the same as the influx of bills and invoices, it’s just delivered on shorter legs. Therefore, document scanning can be just as effective for kid’s documents as it is for mom and dad’s.

With OfficeDrop’s monthly scanning service, the kids can dump their paper directly into an OfficeDrop Scanvelope to be sent off for scanning before pages even hit the kitchen table. If you asked for it to be shredded, you won’t have to see those pages ever again, left to organize and delete the unwanted pages from our convenient online filing system.

Look Who’s On Tv!

Friday, July 23rd, 2010

Yep, it’s OfficeDrop. Check out our recent feature on Fox 43’s Hampton Roads Show on the episode outlining how to “Tackle paper clutter…with a computer!”

In the video featured below, organizer Amy Volk talks OfficeDrop and even flaunts one of our Scanvelopes. In first few minutes she reviews Neat Receipts scanners and then does a great job describing the benefits of OfficeDrop and comparing the Neat Receipts service to OfficeDrop. (OfficeDrop comes in at minute 3:00)

Thanks, Amy for talking us up and letting us know about the segment!

To see more organization tips from Amy Volk, see her website, Simplified Living.

Shooting Tips for Making Organizational Goals

Thursday, July 1st, 2010

Scoring in the World Cup is no easy feat. Players are up against the best of the best, so to get those goals they need to be skilled and organized.

We can’t help you with your soccer skills, but we can help you with your office organization. Going paperless is a great way to meet your organization goals, but as with the world’s most popular sport, you can’t just start taking pot shots and expect those goals to be met. Here are some tips for meeting your organization goals and winning the paperless game.

Practice

When you set goals for getting organized or going paperless, be realistic. A goal like “eliminate all my paper in one week” is probably too ambitious for most. To start, pick one document store to organize, like a single filing cabinet. Developing an effective method on a small scale will build confidence, and get you ready for the big game.

Make Plays

If you’re ever going to meet your organization goals, you need an attack plan. Decide exactly how you want to organize, how much paper you want to eliminate, and a timeline for your plan before you start scanning documents. That way, you have a strategy to put you in scoring position.

Follow Through

Once you’ve developed your organizational protocols, keep it up! It’s easy to slip back into old habits while your paper starts to pile up again and you become less organized. Don’t let all your hard work go to waste. Once you’ve met your goal you have to play defense to keep your lead against paper.

As always, look to OfficeDrop for any coaching tips when it comes to document scanning and organization. Shoot your documents to us in the mail and we’ll give you the assist to hitting all of your paperless and organizational goals.

New Free Webinar Series: “Going Paperless” from OfficeDrop and Custom Living Solutions

Tuesday, June 29th, 2010

OfficeDrop is teaming up with organizational mastermind, Josh Zerkel, to bring you two free webinars to teach you how to go paperless and keep all of your documents organized. For seven years Josh’s company, Custom Living Solutions, has been helping people optimize their workspaces so that they can lower stress, be more effective, and minimize costs.

Register For Two Free Webinars Today

With this  single registration, you’re signed up to benefit from these two informative webinars:

  • Saving Time and Money with Your Paperless Office 7/15/2010

In this webinar we outline the many benefits of the paperless office and tell you how to get started.

  • Online and Offline Tools to Master Your Paperless Office 7/29/2010

In the second webinar, we let you know how to get the most out of your paperless office, how to maintain low paper volume, and offer helpful tools to make everything easier.

If you manage a small business or home office, don’t pass up on this opportunity to learn everything you need to know about reducing paper and staying organized. Registration only takes a moment, so we hope you take that moment and that you join us July 15th and 29th.

Check Us Out on Lifehacker

Wednesday, June 9th, 2010

While browsing the web yesterday, we were pleasantly surprised to stumble upon our mention in an article featured on Lifehacker.

Famous for providing tips and guides for becoming a more productive person, Lifehacker’s recent article, The Step-by-Step Guide to Digitizing Your Life outlines effective methods of digitizing music, videos, photos, and, of course, paper.

You know we’re all about going digital, so you can imagine we were psyched to see OfficeDrop mentioned under the category of “Storage and Organization: Cloud Storage“ as one of the “free and low-cost sites that handle [document storage] for you.”

Thanks for the shout out, Lifehacker. We encourage our readers and customers to check out the article featured here as well as other helpful Lifehacker guides.

Use OfficeDrop to Make Life Easier for you and Your Accountant

Monday, June 7th, 2010

You like your accountant right? Why not make his or her life easier by sending all of your expense records to OfficeDrop and having them uploaded to our secure online document portal? Storing and sharing records with your accountant makes bookkeeping easier and more efficient for a number of reasons.

Never Lose Document Access

A lot of people mail all of their records to an accountant, but that means you can’t reference them during that time. If scanned online with OfficeDrop, both you and your accountant can log in at any time and review any record.

Labels and Folders Make Organization a Snap

Once you’ve scanned all of your receipts, bills, and otherwise, you can apply labels and folders that will let your accountant instantly see the month, year, and type of expense.

Search and Find Instantly

Once scanned into the OfficeDrop system, you will be able to search all of your documents with our search-engine-like search bar. If you have a question about a receipt from Staples, just type “Staples” into the search bar and BAM, OfficeDrop will retrieve all of the documents containing that word and even highlights where it appears.

Organize and Access From Anywhere

With OfficeDrop your documents are stored securely online so you or your bookkeeper can access them from any internet connection.

Fast and Efficient Data Entry

Instead of sorting through paperclipped stacks of paper and struggling to read hand-written expense designations, your accountant can see all of your documents from a clean, friendly user interface complete with digital label and folder designations. That means faster bookkeeping, less confusion, and fewer mistakes.

So at the end of next month, once you’ve compile all of your expenses, think twice before you bomb your accountant with a shoebox of receipts. Consider the time and effort you’ll save for you and your accountant just by switching the mailing address to our secure document scanning facility. We’re happy to turn any accountant’s nightmare into a digital document dream.

How Long Should I Keep Documents?

Wednesday, June 2nd, 2010

One of the most prevalent reasons people hang on to documents is that they think they will be important later. Even if there is no imaginable future need for a certain receipt or bill, there’s still the nagging doubt that somehow, years in the future, you’ll regret throwing away the record of some purchase or transaction.

So years go by and those documents stay in boxes and filing cabinets until you start to wonder “when is it safe to throw this stuff out?” We get that question a lot, and we’re here to help. To save you the time, and answer your questions we’ve compiled a list of suggested durations for a few different types of documents.

Tax Related:

7 years is the magic number when it comes to tax documents. Different kinds of tax documents may be thrown out as soon as three years, but 7 years is the max, so that duration will guarantee you have all your bases covered. For more detail on saving tax documents, see our blog post, How long should I save tax documents?

Banking Documents:

Unless they’re tax related, save checks and other banking documents for one year. Checks related to mortgages and business expenses should be saved longer or indefinitely. When in doubt, save it, or better yet, scan it!

Bills:

It’s recommended that you hang on to bills for about one year, or until you’re sure they are no longer relevant. However, bills for high-value purchases should be saved indefinitely for use as proof of value in the case you decide to sell an expensive appliance or jewelry, for example.

Credit Card/Receipts/Statements:

Credit card expenses need only be saved until you receive your monthly statement. If the receipts add up to your bill, shred ‘em. Unless, of course, they are tax-related in which case we recommend the seven year rule.

Paycheck Stubs:

Hang on to paycheck stubs for about a year. Once you compare them to your W-2 form, you can throw them out if they add up.

Hopefully that info can free up some of your attic space from cabinets and boxes. Don’t forget, scanning and storing your documents online with OfficeDrop lets you save documents as long as you like without sacrificing space in your home. This list should give you more confidence to throw out some documents you’re sure you don’t need. As for the rest, send them off to OfficeDrop. We do all the scanning for you and you’ll never have to worry about saving or losing an important document again.

Tips for Home Document Scanning

Wednesday, May 26th, 2010

At OfficeDrop, we happily do all of your document scanning so you don’t have to. That being said, we realize that some people are perfectly content doing their own document scanning at home or in the office.

If you would rather do document scanning yourself and then upload or store on a DVD, we think that’s great. In fact, to help you with your scanning, we would like to offer some document scanning tips you might find helpful. We’ve scanned a lot of documents over the years, and we’ve learned a few tricks we’d like to share with those of you scanning yourselves.

Document Scanning Tips

Scan in Oder

If you know there’s a specific organization you would like for your documents once they are scanned, you should scan your documents according to that organization. Organizing and grouping paper documents previous to scanning can save you a lot of digital organization later, and will also ensure that you don’t forget any important documents during the document scanning process.

Scan Similar Sizes

If you’re scanning different sized documents, be sure to scan documents of similar size together. If your scanner can be fed stacks of paper simultaneously, smaller documents like receipts may shift between larger documents being loaded, leaving you with sideways or disoriented scans. To prevent this, scan only documents of similar size and, if possible, adjust the guides on your scanner to the size of the documents you are scanning.

Use Flatbed Scanners for Antique or Fragile Documents

Whenever you scan documents that tear especially easily, you should use a flatbed scanner rather than a scanner with a sheet feed. Whenever a scanner automatically feeds documents from a tray or stack, there’s possibility for a jam. You can avoid jams, but in the unfortunate case of one, you want to be sure flimsy or especially thin documents don’t get torn to pieces in the scanner. To avoid this, scan things like tracing paper and ancient documents on their own in a scanner that scans single documents laying flat.

Remove Stickers and Tape

It seems obvious, but it’s easy to forget a label or piece of tape you may have left on a document before scanning. Stickers and tape can ruin your document scanning with jams and can also damage your scanner. They can also make documents stick together which causes both jams and missed scans. Remember before document scanning to remove anything that might cause a jam and make sure pages are not stuck together.

Hopefully these tips will be helpful to your document scanning experiences. If you get sick of scanning yourself, you can always mail it to OfficeDrop where we do all the work for you. Otherwise we are happy to upload your documents once you’ve scanned them. Happy scanning!

Organization Tips From Josh Zerkel & Intuit’s Webinar

Thursday, May 20th, 2010

As mentioned in our previous blog post, professional organizer, Josh Zerkel, recently lead an Intuit-hosted webinar outlining the use of OfficeDrop and two other organization applications featured on Intuit’s app center.

The webinar was very informative, and Josh gave a lot of helpful tips on how to stay organized with concern to paper reduction in your office. In case you missed the webinar, here are some of our favorite facts and tips from the webinar.

Challenges of Paper:

  • Takes a lot of physical space
  • Causes lots of clutter
  • It takes on a life of its own
  • Requires time to process and get into systems
  • Easy to lose
  • Not easily shared
  • Tied to one location
  • Doesn’t support mobile work style

Paperless is a misnomer

Although you can get pretty close, no office will be able to completely do away with paper. A better way to think about it would be to think of creating a less paper office, since paper will inevitably manifest itself in one way or another.

With digital documents, the “office is optional”

Josh brought up a great point in saying that with digital documents stored online, an actual office building is unnecessary. Workers can instead access everything they need to run their business right from a laptop or other mobile device.

Scan paper, but consider your digital documents too

It’s great to have a document management service that scans and uploads paper documents, but Josh reminds us that it is equally important to have a system that easily integrates with documents already stored on your computer. With OfficeDrop, for example, you can easily upload locally and forward via email any digital documents you need so that they can all be managed from the same application.

Gauge Employee Preferences

Before you go off and transition to a paperless office, you should know that everyone who works with you is ready and willing to go digital. Even if a few of your employees are incapable or totally against a digital document system, this can make operations more difficult than before. As with any other decision, be sure the people you work with think it’s a good idea too.

“Start small. Be realistic”

If you’re new to digital document management, don’t think you have to start emptying every filing cabinet you own. To start, set reasonable goals for how you want to go digital and try out online document management to see how it fits into your workflow. For example, try targeting specific paper sources e.g. decide to digitize all expense documents for this month, and then experiment with a free trial with OfficeDrop.

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