Paperless Office Tips

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Last Updated on March 14, 2022 by Ellen

Check out these paperless office tips if you’re like to reduce paper waste. Learn more about how to get started with the paperless process for all your documents.

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Check out these paperless office tips if you're like to reduce paper waste. Learn more about how to get started with the paperless process for all your documents.

Paperless Office Tips

With the advent of the computer, everyone was convinced that paper usage would be greatly reduced. But, many people are still finding they are filling file cabinets with all sorts of documents.

If you feel the same way, you may be wondering how to get rid of all that paper! Follow a few of these tips if you’d like to have a paper free office or to use a paperless system more than you are now.

Electronic document management

You can begin by scanning all of your paper documents into PDF format. This way, you can keep all of your digital documents in one place and organize them by category.

You can also use a cloud storage system to archive and store your files online. This will allow you to access them from any computer or mobile device. You don’t need to keep paper documents if you convert them to digital files.

a person filing papers

Use digital services

Another great way to transition to a paperless office is to start using digital forms for your paperwork. There are many different software programs that allow you to create and fill out digital forms. This can save you a lot of time and hassle when dealing with paperwork.

You can also use online tools to help you get organized. For example, there are many great online calendars that can help you keep track of your appointments and deadlines. This can be a great help when trying to stay on top of your work schedule.

Going paperless can be a great way to reduce your environmental impact. It can also save you time and money in the long run. If you’re ready to make the switch, these tips will help get you started.

Going paperless may take time for heavy paper users. But, you can start to get rid of all the documents you’ve been holding on to.

a woman making photo copies

What is a paperless office?

A paperless office is an office where all paper documents are stored and processed electronically. This can include scanned images of physical documents, as well as digital documents created using software applications.

The benefits of a paperless office include:

  • Reduced environmental impact – Paper consumption is one of the leading causes of deforestation, and creating electronic files instead of printing paper can help reduce this impact.
  • Reduced costs – A paperless office can save money on printer ink, paper, and storage space. You won’t need as many office supplies like Post It notes and paper for fax machines.
  • Increased efficiency – Electronic documents can be accessed and edited more quickly than physical documents.
  • Easier organization – Documents can be sorted and filed electronically in a way that makes them easy to find.
  • Better compliance – Digital versions of documents can be more easily tracked and monitored for compliance with regulations.

Benefits of a Cloud Based Fax Service for Small Businesses

How to go paperless

There are a few different ways to go paperless and reduce your environmental footprint:

  1. Scan all of your physical documents into PDF format and store them in one place on your computer or in the cloud.
  2. Use digital forms for all of your paperwork. Try an efax.
  3. Use online tools to help you get organized.
  4. Switch to electronic documents for all communication.
  5. Recycle or reuse any paper that is still generated in the office.
  6. Choose paperless bank statements rather than having them mailed to you each month.
  7. Switch to paperless billing for your recurring small business bills.
  8. Get a document scanner and start scanning documents rather than putting them in your file cabinet.
  9. Use accounting software rather than paper ledgers.
  10. Do tax filings electronically. Ask the accountant who does your small businesses taxes how to get started filing paper free.
  11. Reduce printing in your office to cut down on paper use. You may not need to print out all your company’s documents if you have electronic signatures.

files in a cabinet drawer

Best electronic document management system

Which business processes are best for you will depend on the type of business you run and how much paperwork you generate. However, most businesses can benefit from at least some elements of a paperless office.

You don’t have to do all of these paperless processes right away. Take a look at your filing cabinets and see what types of documents you typically keep.

Then, slowly switch those over to a digital format. Soon, you may find you don’t need filing cabinets at all. Your paper usage will slowly decrease.

Check out these paperless office tips if you're like to reduce paper waste. Learn more about how to get started with the paperless process for all your documents.

Best document management software for a paperless office

There are many different document management systems (DMS) available, and the best one for your business will depend on your specific needs. Some of the most popular DMS include:

1. Microsoft SharePoint

2. Adobe Acrobat or Adobe Reader

3. DropBox

4. Google Drive

5. Evernote

a woman signing a document

Using a document management system is one of the first paperless office tips I recommend you implement.

Best digital documents storage

Each of these systems has its own strengths and weaknesses, so you will need to do some research to find the one that is best for your business.

However, all of them offer ways to store and access your documents electronically, which is the key to a paperless office.

How do you encourage employees to go paperless?

In order to go paperless, you will need the buy-in of your employees. Here are a few ways to encourage them to go paperless and try a few of these paperless office tips:

1. Make it easy for them to switch – If you make it difficult for employees to switch to electronic documents, they will be less likely to do so. Make sure your document management system is easy to use and that employees have access to the necessary software and hardware.

2. Show them the benefits – Employees are more likely to go paperless if they see the benefits of doing so. Show them how a paperless office can save them time and money.

3. Offer training – Make sure employees know how to use the document management system and how to find the documents they need.

4. Set a good example – If you are going paperless, so should your employees. Lead by example and encourage them to follow your lead.

5. Reward good behavior – Employees who go paperless may be eligible for rewards such as time off or gift cards. Make sure they are aware of these rewards and thank them for their efforts.

a calculator and accounting forms

What paper documents should I keep?

This is a question that every business will need to answer for itself. There is no one-size-fits-all answer.

The type of documents you keep will depend on the type of business you run and the regulations you are subject to. You can always incorporate as many of these paperless office tips as possible.

However, most businesses can get by without printing out most of their documents. You may only need to print out a few key documents, like your company’s bylaws or annual reports.

If you are unsure whether you should keep a document in paper or electronic form, ask yourself the following questions:

1. Can this document be easily accessed online?

2. Can this document be edited electronically?

3. Would it be difficult to track down a physical copy of this document if needed?

If the answer to any of these questions is yes, then you should keep the document in electronic form. If the answer is no, then you may want to consider printing it out and keeping it in a physical file cabinet.

You may not be able to go completely paperless, but you can move toward a paperless environment by following a few of these paperless business tips.

More paperless office tips

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