Technology exists to make our lives simpler.  Review your current practices,  and ask yourself: Is there something you can do to simplify your paper management?  Use technology or tools to make things better!

     What we are really talking about when we discuss Paper Management is Information Management.   It does not matter how the information came to you, via paper or electronically via your computer.  There are rules that can help.  Here are a few suggestions for Information Management.

1.  Papers often represent tasks to be completed, so carve out time to get things done.

• Sorting papers into actions only takes things so far.  You also need to act!  I use Taking Care of Business Tuesdays to get my work done (click here to read my blog on TCB Tuesdays!).   Tuesday mornings are dedicated to working my organizing business, and the business of running my family.  Bill paying, data entry into my planner, follow-up phone calls, maintenance, etc.
• There is no magic in TCB Tuesday, you can pick any day of the week you want.  Just set aside time to complete your action items.   
• If you can’t set aside time regularly to get things done, try creating a physical in-box to collect your papers.  It can’t be too big or expand too far!  Once the in-box is full, you have to commit some time to Take Care of Business!  The in-box can be a box, a hanging vertical folder, an attractive magazine holder, etc. 

2.  Choose the Right Name for Your Files:

• Regardless of what type of information you have, be it Paper or electronic, you still need to file data by date or category, to be able to retrieve the information again.
• Use Naming conventions to name your folders, either paper or electronics.   “2011 September Income and Banking” or “2011 September Paid Bill Receipts”.  
• Standardize your naming, then your paper systems and your computer drives will work together.   

3.  Knowing what to keep and what to toss is still important.  If you don’t expect to retrieve information, you don’t need to keep it.   Unimportant, unnecessary information is still clutter, whether it is in paper form or memory space. 

4.  Start with current information, and create the habit of regular saving, maintenance and scanning (more on this in a moment!).  Once you are keeping up with new and current information, then start with older papers.  Do not start with old and neglect the new. 

Technology Solutions to Paper Management

1. Create Less Paper:
• Request information in electronic form.  From your bank, your professional organizations, your children’s schools.  Anything we can receive in electronic form saves trees and keeps those papers from piling up. 
• Automate your banking and bill paying, on-line through your bank.
• “Print” electronic receipts and emails to PDF form instead of on papers.   A PDF is like a photograph of your information.  You can’t manipulate the info, like you could in a Word document, but you can save the information.   We “print” our e-information, then save it to a folder on our computer, using those naming conventions.
• If you don’t have a PDF writer on your computer already, Google PDF programs.  Three to look at are Primo PDF (free) , Cute PDF Pro (cheap) and Adobe Acrobat (not cheap).  
2. Manage the Paper and Information You Have:
• The Fujitsu ScanSnap scans all papers, even double-sided ones, into your computer to let you keep the information while getting rid of the papers.  A great idea!
3. Above all things, if you choose to scan or electrify your papers, you must have reliable back-up for your data.  Make backing up your data a habit, or subscribe to a service that does if for you.
4. Suggestions from my techies are external hard drives; NAS (network attached storage); Amazon S3; and Carbonite, with the services more highly recommended for safety.  The services cost money, but will manage technology updates on their own.

So, my challenge to you this week is to use the technology available to clear those papers and get on to more important things! 

On a personal note, I wrote this blog while out-of-town for the holiday, picking the brains of my two favorite techies over lunch.  Guess I was using my technology to get things done, too!  Thanks this week go to my husband and my brother-in-law, for technology advice!  You two rock!