Mac Power Users

566: Paperless Strikes Back

7 snips
Dec 13, 2020
The hosts dive into the world of paperless tools and workflows, discussing the benefits of multimedia platforms and mobile scanning. They share insights on managing sensitive information with 1Password and the evolution of PDF management, emphasizing effective organization strategies. Personal stories illustrate the ease of maintaining a paperless office and navigating document management within cloud services. A behind-the-scenes look at producing a field guide reveals iterative processes and the importance of video content in enhancing user experience.
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ADVICE

Capture Considerations

  • Think about file formats before starting your paperless system.
  • Prioritize PDFs for long-term readability and compatibility.
ADVICE

Use OCR

  • Use Optical Character Recognition (OCR) on all PDFs.
  • OCR enables searchability, making it invaluable for finding information quickly.
ADVICE

File Naming Conventions

  • Adopt a consistent file naming convention, including dates, for easy sorting and searching.
  • Avoid using ambiguous terms like "final" or version numbers; use dates instead.
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