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Going Paperless at Work and Saving Extra Hours - Updated

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2021-08-23 21:36:12 • Filed to: Business Tip • Proven solutions

Going paperless at work is now more likely to be a reality rather than just a figure of speech. Seeing as we already use our smartphones, tablets, and computers for more work-related tasks than we do paper, going paperless at work may just be a matter of simply making a decision. Yet when we do decide to go paperless at work, thereby saving time and resources, there are certain things that we need to do to make the transition as paperless as possible. In this article, we are going to be looking at this transition and how we can make it as less problematic as we can.

Two Solutions to Go Paperless at Work

Before you can truly go paperless at work, you will need to figure out how to handle the papers you already have as well as the right tools to help you go paperless. Don't worry! We have you covered on both fronts.

Solution 1: How to Deal with Previous Papers

The following is a step by step guide on how you can deal with the papers you already have as you prepare to go paperless at work.

Step 1: Sort Papers into Categories

Begin by sorting the papers into three categories. These include:

  • Useless papers - these could be papers that you've had for a long time but are no longer relevant to the running of the business. For example, client information for a client who is no longer associated with the company. You know your business best, so go through the papers you have and figure out the ones you can live without.
  • Papers that need to be scanned but you can throw away - depending on your business, these could be invoices that are already paid but you want to keep for future reference.
  • Papers that need to be scanned and kept - finally, there are those papers that are important to your business and you want to have in both scanned and paper form. Set these aside as well.
going paperless at work

Step 2: Deal with Different Kinds of Papers

Now that we know which papers we want to keep and which ones we intend to throw away, it is time to deal with them. The useless papers can only be shredded. The papers to be scanned and thrown away, you need to scan and then shred. Finally, the papers that you plan on keeping in both scanned and hardcopy, can be scanned and then stored.

how to go paperless at work

Step 3: Store and Manage Paperless Documents

Once you have shredded the papers that you don't intend to keep, you are well on your way to going paperless at work. It is now time to deal with the scanned documents. Once they are scanned, you need to store them on your computer in the proper ways. Organizing them in terms of importance is one way. You could also organize them according to type; invoices and receipts in separate folders.

If you need to edit the scanned documents in any way, you can make use of a program that makes this very easy. PDFelement for Business is a PDF editor that comes with an OCR (Optical Character Recognition) feature that can help you make changes to the scanned documents.

paperless workflow

Solution 2: Start Working on Going Paperless

Now that we've dealt with the papers you already have, it is time to maintain the paperless process, making sure that from now on, you reduce how much you use papers in your business.evices. You can also use one of their customs solutions to build a custom security solution for your business.

Step 1: Try Using Digital Documents as Much as You Can

Sure this may take a little getting used to. But the first thing you need to do is to avoid printing documents as much as possible. Unless it is absolutely necessary, avoid using paper documents. Have invoices and receipts and other documents that you send and receive in digital document form.

paperless work

Step 2: Make Use of Digital Document Management Software

At this point, it may also be a good idea to invest in good digital document management software. The obvious option would be Microsoft Office. With certain applications such as Word, Excel, PowerPoint, and Outlook, Microsoft Office can help you make the transition very easily.

A cloud service such as Dropbox or Google Drive will also be very handy in making the transition. This is especially true when you want to collaborate on documents with co-workers. These cloud services not only make collaboration very easy but also protect your documents from data loss, not to mention you can access them anywhere.

paperless work environment

The Tool You Need for Going Paperless at Work

A good program to invest in especially if you are going to be managing a lot of PDF documents (which we are sure you will be), is PDFelement for business. This program is designed to help you and your team really go paperless at work. Some of the features you should find extremely helpful include:

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  • It is the ideal tool if you are looking to professionally create and modify PDFs.
  • The OCR feature is especially helpful if you want to edit scanned documents.
  • You can use the program to convert PDFs to other formats without needing to re-create the documents.
  • Editing PDF document is very simple. It allows you to edit both texts and images.
  • You can annotate the document, adding comments and notes, and then upload them to the cloud in one click for your co-worker to respond to the comments.

Here's how to use PDFelement to really go paperless at work. The following is a step by step guide to help you manage PDF documents.

Step 1: Create a PDF

Begin by installing Wondershare PDFelement on your computer. When you first launch the program, you should see the big "Create PDF" button on the main window. Click on it and you will be able to browse on your computer for any file regardless of the type that will then be opened as a PDF.

how to go paperless at work

Step 2: Edit PDF

Once the document is open as a PDF you can go ahead and edit the document. To edit the text in the document, click "Edit" and then choose "Edit Text". Click on the text you want to make changes to and then click inside the text box that appears to bring up the cursor. You can then select the text to change the font, font size, and even color.

To edit the images or graphics, click "Edit" and then choose "Edit Objects". Click on the image you want to make changes to and you should see a box around it. You can then just drag the box to change the image location or resize the image. You can delete the image by hitting "Delete" on your keyboard.

paperless workflow

Step 3: Edit Scanned PDF

If you want to edit one of the documents you scanned, you can simply open the document and you should see a yellow warning message on the top of the document, letting you know that you need to perform OCR on the document. Click "Perform OCR" and wait for the process to be completed.

The document should then be opened as a new PDF document that you can then edit as in step 2 above.

going paperless at work

Step 4: Sign PDF

To sign your edited document, simply click "Protect" and then click "Sign Document". A new dialog box will appear telling you what to do.

how to go paperless at work

Step 5: Creating a Paperless Workflow

In order to really go paperless at work, you need to create a paperless workflow. Cloud services such as Google Drive that make collaboration on digital documents easy is one of the ways you can do this. You can easily just enter your comments on the document and have a co-worker reply to the comments or make the necessary corrections in real-time, without a single paper ever changing hands.

You can also have all your business documents such as receipts and invoices sent to you via email as opposed to paper.

benefits of going paperless at work

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Elise Williams

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