Paper Tiger Blog

During this webinar, Nancy Hagan of Effective Day demonstrated how to get started with Paper Tiger Online. In addition to demonstrating examples requested during webinar registrations, Nancy demonstrated work-flow examples by filing items from her inbox to help you use Paper Tiger more effectively to get organized and be more productive.

Nancy also presented how to organize things other than paper files, such as books and storage boxes. And later in the presentation, she talked about how to use a tickler (monthly/daily) filing system to organize your action file.

Please visit www.effectiveday.com to learn more about Nancy and the services she provides, and click here see her Productivity Coaching special. You can contact Nancy at 513 899-9949 or email at nancy@effectiveday.com

To learn more about Paper Tiger and Digital Tiger, visit www.thepapertiger.com

Filing System Q&A from the Webinar

Q: How do you share the location of items with your staff when necessary or how do you set it up from the beginning that way?
A: If you have a multi-user plan, after you have created your database and locations, you can click on the People/Permissions tab from the Dashboard, then invite users via their email and set their permissions as to what they view and/or edit. You can see multi-user articles at http://www.thepapertiger.com/support/view_articles.php?forum_id=220848&catId=230 that you might find helpful.

Q: How do I print the Reference location?
A: See this knowledge base article that gives instructions on how to print labels for your locations within your database: http://thepapertiger.com/support/articles.php?id=198696&catId=230 and Nancy also demonstrates printing labels in this webinar.

Q: Could you set up a database that would store your books — physical library?
A: Here is a blog post also that you might find helpful that gives more examples of how to index different items: http://www.thepapertiger.com/blog/filing-system-family/

Nancy Hagan of Effective Day, works with business people who want to be more effective and productive, focus on their highest priorities and be free to do what they do best! Effective Day provides Organizing and Productivity Coaching, Consulting, Workshops and Products for busy people who want to make the most of their day and enjoy their life.

This article by Natalie Conrad of Organized Habits, and a Paper Tiger Expert, reveals that we sometimes hate paper filing because we simply don’t know how to file. Natalie gives us some great tips in how to look at our paper files differently and to set up a system that will be easier to maintain.  Natalie also recommends Paper Tiger Filing System Software for Document Management to get everything in your life organized — not just for filing paper!

I spoke to a business associate of mine today and she made an interesting remark. She said that she hates to file. When I asked her why, she started to say she didn’t have time, was afraid she’d never find it again, and that it wasn’t a priority. But she finally admitted. She didn’t like filing because she didn’t know how to do it. What a revelation! What an easy thing to fix!

Did you know…… 80% of what we file, we never reference again?!!

First, there are 3 types of files: Action – Reference – Archive. Most people hate filing and I suspect it is because all of your files are grouped together and not separated by type.

Action files are those files that you reference all the time or at least weekly. They contain information that is needed to do your job or work at your desk. Therefore, these should be the files that are located in the file drawer attached to your desk. If you do not have a file drawer in your desk, then these files should go in the file drawer closest to where you sit and work.

Reference files are files that you need to reference occasionally, usually monthly or annually. A good example is your auto insurance policy. It expires either annually or semi annually. Can you think of any other files that may be reference files at home or at work? Because these files are used less frequently, they can be housed in another file cabinet, located elsewhere in your office.

Archive files. These are the paper files that my clients rarely have segregated. Archive means that this information is being kept for retention purposes. This is information, like your tax returns, that you must keep for a specific period of time or indefinitely. These files can be boxed and labeled and stored outside your immediate office. File cabinets in the store room or garage are good locations for the archive documents.

It is also important to maintain your files. Set aside some time every 6 months to go through your file drawers and purge files and documents that are no longer needed. The first time you purge your files, it may be labor intensive since it has never been done before, but keep doing this every 6 months and its goes more quickly.

A System for the Day to Day Paper Filing

This is a great video tutorial by Natalie that gives great tips in how to set up an action file system for your day to day paper files. Click here to watch how simple setting up your own system can be! Of course, you can always call Natalie to get her help on the more intense filing and organizing situations in your life.

Natalie Conrad is an organization consultant, speaker, and author in Northern California. She is also the founder of Organized Habits, a premier organizing firm, serving national and local clients in homes and small business settings.  She is passionate about organizing as she believes that the clutter holds one back from pursing their life long goals and dreams. Visit Natalie’s blog for more articles like this by going to www.OrganizedHabits.com/blog

During this webinar, Anne discussed the basic concept of Paper Tiger to organize both paper files and other physical items of which you need to keep track so that you can find them when you need them. She demonstrated the following to show how to use Paper Tiger more effectively so you can get organized and be more productive.

• Get started with Paper Tiger Online.
• Created a Database, created a Location, created Items, and print labels for items.
• Demonstrated a work-flow example by filing items from her inbox.
• Demonstrated how to index books, contents in a bank lock-box, contents in storage bins, and holiday items.
• Demonstrated searching in Paper Tiger, and how easy it is when you need to find something.

Find Anything In Your Office In 5 Seconds or Less…Guaranteed! Watch the webinar to learn more.

As information, Anne is a professional speaker, productivity expert, professional organizer and author. If you want to learn more about Anne and her services, please visit her website at www.StrategizeAndOrganize.com.

She may be in Colorado (and sometimes in Arizona!), but she’s nationally recognized as an expert and works with people throughout the US in person and virtually.

You can contact Anne at amcgurty@strategizeandorganize.com or by phone at 303 881-0174.

See more information here on Paper Tiger Filing System Software for Document Management

Filing System Q&A from the Webinar

Q: Can Paper Tiger be used on a Mac?

A: Paper Tiger Online works on any computer with an Internet access including Mac. Browsers supported:

-Mozilla Firefox 3 and newer

-Safari 3 and newer

-Google Chrome 4 and newer

-Internet Explorer 7 and newer

Our desktop, downloadable version of Paper Tiger is a Windows only software so if you wanted a version that wasn’t web-based, you would need to install Paper Tiger desktop onto a virtual Windows program for the Mac such as Virtual Box which is free or Parallels or Virtual Box.

Q: I missed the first half did we discuss photo storage?

A: No, Anne didn’t cover photo storage, but this blog post might be helpful to you: http://www.thepapertiger.com/blog/organizing-memorabilia-organized-living/

Q: is the “Notes” section a searchable field?

A: No, the Notes section is not searchable. Paper Tiger searches “Item Name” and “Keywords” sections.

Q: What if my clients really want their files named, instead of numbered?  I understand the logic of PT numbering system, but many of my clients will also want to be able to look at their folders and find things visually instead of using PT.

A: We have had people to put 2 tabs on each hanging file folder; one with the item name and one with the item number that Paper Tiger assigns to it. Alternatively, you can see our blog post regarding Alphabetic Method for Paper Tiger Online at http://www.thepapertiger.com/blog/alphabetic-method-for-paper-tiger-online/ but it is not as convenient.

Q: I’m a bit confused – is “location” a physical location (i.e., garage), with items in the list (i.e., holiday items)?  It seems like “Holiday Items” and “Action” would be items within a location, and not locations themselves.

A: “Locations” in Paper Tiger can be for either physical locations or types of items being organized. In this instance, Action would the Location because you would be filing actionable items/projects as Items within the Action Location.

Holiday Items could be a Location itself if you have a lot of different ‘holiday themes’. For example, if you have a “Holiday Items” Location, you could have Items within named Valentines Day, Easter, Spring, Summer, Fall/Thanksgiving, Christmas, etc., for each holiday theme box. Then the Keywords for each Item would be listed as what is in each box. You might find this blog post helpful: Filing System Software to Help Organize Holiday Decorations

If however, you only had 1 box that contained all of your holiday items and you had that box located in the garage, you could name your Location “Garage” and box 11 contained your holiday items. “Garage” would be the name of your Location in Paper Tiger, and “Box 11″ or “Holiday Items” would be your Item #11, your keywords would be the list of contents in that box.

Also, please see our knowledge base at http://thepapertiger.com/support/articles.php?id=205263&catId=230 for a description of what a Location is in Paper Tiger.

Q: How do you use Paper Tiger to organize files on your computer?

A: If you have a Paper Tiger Online Basic or Pro account, you would be able to use the Digital Tiger function. Digital Tiger is a free add-on with a paid Paper Tiger Online Basic or Pro account for now, to connect your Paper Tiger Online account to your Google Docs account. Then you will be able to search from one place to find both your paper/physical items that you’ve indexed into Paper Tiger, and your digital files that you have in Google Docs. The way it works is described on our web page at http://www.thepapertiger.com/digital_tiger.  To prepare for Digital Tiger, you can create, scan or upload your digital files to Google Docs.

If you have the desktop version of Paper Tiger instead, the only way to make Paper Tiger work to organize electronic files in it’s current format, is to treat your electronic or scanned documents as if they were paper. You would need to make the decision as to how you want documents filed, including ‘naming system’ (how you want documents named to match the way you organize your files on your hard-drive.)

As you may already know, in the Paper Tiger database, Location is a physical Location for storing Folders, such as a file cabinet or a desk drawer that relates to a Location within the Paper Tiger filing software. Item Name is the descriptive name you give a hanging folder or in your case, an electronic folder.

You would decide how to name your ‘Location’ electronic folders, then have the same Location name in the Paper Tiger database. Once your document is scanned and named according to your decided ‘naming system procedure’ on your hard-drive, then you could input the document name into the Item Name field and as many keywords as possible relating to each document into the Keywords section of the Paper Tiger database.

Whenever you need to find an item then, you would be able to search Paper Tiger, which would direct you back to your electronic file folder location.

Or alternatively, you could use Google Drive separately as a digital file storage location, and possibly a backup system for the files on your computer, and conduct your digital file searches in Google Drive.

One of the most important parts of being a small business owner is being organized. No matter what type of business you have, you are going to have records to maintain. Some small businesses require much more than others; it just depends on whether you also have to keep things on file such as client records. Regardless of what your small business is, you will have to keep records even if for just things like your income, expenses and other data for tax time. You also have to keep these organized in case you are ever audited.

If you are thinking about opening a small business, you are probably not even aware yet of how much paperwork goes into the behind the scenes part of the business. You have to keep your business license on file first and foremost. Take opening and managing a yoga studio, for instance. You will have papers for the copies of your yoga teachers’ certifications, the liability waivers of each and every student and receipts from all of your purchases that are related to the business as part of your expenses for tax time. This is just a fraction of the types of documents you will need to manage.

Getting Your Filing System in Order

Don’t let the thought of all of this records keeping startle or scare you off. Just knowing this is the reality should simply prepare you to make sure you have a good organizational system in order from day one. This may seem obvious for businesses such as Certified Public Accountants or even doctors opening their own private practice office. The truth is all businesses have a better chance for success and survival by making sure to have a good record management system set up before the business even opens.

More than likely your record management system will consist of filing cabinets of some kind. The problem is the alphabetical filing system alone is just not efficient. For example, unless you are dealing with just sorting files by clients’ or patients’ last names, alphabetizing can actually make things more confusing. What you may label one document, someone else may not think to call it when trying to look it up. In fact, you could honestly forget what you called the file in the first place.

Utilizing an Indexing Filing System

The best manner in which to organize your record management is using an indexing system like Paper Tiger Filing System Software for document management. You number your files, enter the data into the software relating to each document or set of documents such as the item name and additional keywords that you might relate back to the files, and never have problems retrieving your data again. By inputting multiple keywords into the software database for each document, you can also rest assured you or someone else will be able to find the file at a later date.

For example, you can enter key search terms such as “taxes,” “expenses,” receipts,” or “write offs” all entered for the same file. Later you can use any of these terms and the search engine will inform you of where the file is located. No more searching because you can’t remember if you filed it under ‘T’ for taxes or ‘E’ for Expenses or ‘R’ for receipts, etc. You owe it to yourself and the future success of your business to get and keep your record management system organized from the very first day.

Paper Tiger is an indexing system for your physical files that has an easy-to-use search engine built in so that lost information is virtually eliminated in your office. You would simply type in the information into the database relating to your files or other physical items to get organized so that you can find what you need when you need it, without time-wasting searches.

You would keep your paper in its original form (you do not have to scan it) and use the power of the computer to index the paper that you need to keep in hard copy format, and also index other physical items. Paper Tiger can index anything! Some things just can’t be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, etc. That cannot be done with systems that require scanning into an electronic file.

For paper filing, you would first set up all hanging file folders in your file cabinets at one time using the numbered tabs that you print out from the software and they never change. You input information relating to each document in the database’s digital file location. You can give the document any name you want without any worry about finding it later. This is because the system will allow you to add as many keywords as you want that describe all documents that you put in your hanging file folders. For documents that you want to add to the same file, simply edit the Item and add additional keywords necessary for the new document(s).

Because the hanging file folders are already setup and waiting for your information, you eliminate the time-consuming hassle of having to find and create a file folder each time you want to file something.

When you’ve indexed your paper files to Paper Tiger, and you need to find a file, you simply conduct a Google-like search in the database to find where your file is located.

This solves problems with filing such as:

-       You can’t decide what to name something;

-       You don’t like making new folders when you need to file;

-       You can’t remember where or what name you filed something under;

-       Staff sharing files in the same filing cabinets, everyone thinks differently and anyone can search a keyword;

-       Staff turnover or the one person in the office that knows where everything is gets sick or on vacation.

If you haven’t already, please view our videos on our Paper Tiger page, which may help you understand better. Please also see our Not Just For Filing Paper page for ideas to index other items in addition to paper files. You might also check out our article Customize Your Filing System with Paper Tiger’s Indexing Method for additional helpful tips in how to set up your filing system.

Keeping Up With Paper and Digital Files

Some people are trying to set up their filing systems to a more paperless environment, and scanning incoming paper files that is not necessary to keep in hard copy format. In the case where you’re going to keep some hard copy files, but you also want to keep up and be able to find your digital files, we recommend Google Docs through a Google or Gmail account for your digital file storage. Google Docs is great for storing the digital files that are scanned and those files that you can upload from your computer.

With the addition of Digital Tiger function in Paper Tiger Online filing system software Basic and Pro plans, you can connect to Google Docs for a combined document management software solution. Digital Tiger, powered by Google Docs, is a free add-on with a paid Paper Tiger Online (Basic or Pro plan for now). You can still index your paper files that you need to keep in hard copy format and other physical items such as books and manuals into Paper Tiger Online, and use Google Docs for your digital file storage. Google Docs is the lowest cost digital file storage system available, and is more convenient than storing your digital files on your hard drive (or multiple computers) that would take up valuable memory, or keeping up with CDs or Flash Drives.

Combining Paper Tiger’s indexing method, there’s a way to organize and index all those items that simply cannot be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, items in safe deposit box, etc. Then by using the Digital Tiger function in Paper Tiger Online, you will be able to search and find both your paper/physical items that you’ve indexed into Paper Tiger and your digital files that you’ve uploaded or created into Google Docs format relating to the same keyword search from one software system, Paper Tiger.

The bottom line is, when you get organized it makes it that much easier to stay organized. Start your business off the right way with Paper Tiger Filing System Software for document management to help keep your records management organized.

As you will read in this article, Russell Moran’s filing system at his home after he retired was a nightmare, costing him too much time. Now Paper Tiger saves him time because he implemented a filing system that works!

Do You Waste Time Looking For Files?

Nothing wastes time more than a bad filing system. Say, for example, you need to look up a file on an insurance claim. Do you look under “I” for insurance, “A” for Allstate, or “C” for claim. After 15 minutes, you have finally retrieved the document.

Everybody Has an Opinion on Where Documents Get Filed

There is no hard and fast rule that determines where stuff gets filed, although secretarial schools have recommended methods. The fact of life is that each person in your office who files things uses his or her intuition. So the person who filed the insurance claim information did so because he had a gut feeling that it should go under a certain category. That is the problem with most filing “systems” — they are not systems but whim-driven opinions. Unless the person looking up the file is driven by the same whim or thinks the same as the person who filed it, you are in for a time-consuming journey.

The Problem Filing System of the Former Employee

When a person whose job included filing leaves a company, that person’s filing system goes with him. “We have our annual meeting next week and I can’t find where Joe filed the attendance list.” Have you ever heard something like that? Former employees are often scorned because nobody can find where they filed stuff. They shouldn’t be. They were just doing what most filing systems demand: file by whim.

Because most of our documents are now in digital format and are filed on a hard drive, the problem is less severe than it was a few years ago. Anything that is sent out from an office exists somewhere on the server or a local hard drive, and is therefore searchable. But the problem still exists for incoming documents. Some companies have a policy of scanning all incoming papers. The problem with scanning is that a good high-speed scanner is expensive and, for digital searching, you are at the mercy of the current state of optical character recognition—one smudge, and the document may never be retrievable.

A Filing System Solution

Attach Keywords to Paper Documents

When I owned my own company, my employees did the filing. What I never realized, because I didn’t have to, was that I had absolutely no talent for filing. After I sold the company, I still had many business interests and activities. I set up shop in my own house. Filing was a nightmare! I was so bad at it that I took the path of least resistance: I didn’t file, but just let stuff pile up in boxes. Then came the day of reckoning: I had to retrieve a document. I spent the day doing just that. This is poor time management. With the right filing system you are not just managing time, you are creating more time.

Pure serendipity saved me. As I was struggling with my increasingly chaotic office, I received an e-mail solicitation for software that promised that I could find a document in “five seconds, guaranteed.” I ordered it immediately. That was 10 years ago; the software is Paper Tiger. I use it to this day and can’t imagine doing without it.

How Paper Tiger Works

First, be assured that you don’t need to learn a new theory or philosophy of filing: it’s a lot simpler than that. Once you’re done setting up the new system, you can find any piece of paper in “five seconds, guaranteed.” They promised that 10 years ago and it’s true to this day. Here’s how to do it:

• Numbered files replace alphabetical files. First you go out and buy a lot of hanging files, along with the clear plastic file name stickers. You then open the file drawer and start with the first file. Let’s say it’s called “Abernathy Fuel Company.” You replace Abernathy Fuel Company on the hanging file folder tab with the number “1.” Now you go to the software screen where you will have already started a database, and within your database, you will be asked for the LOCATION of the file. You simply type in either the actual location or the type of files that you’ll be indexing, such as “First cabinet” or “Action” or whatever appropriate descriptive name you come up with. You then type in a name for the file, and then go to the next section—and this is the killer part of the software, and you list as many keywords as you think may be helpful in retrieving the file later. So with the Abernathy file, now known as file #1, you would type in Abernathy for the Item Name, then in the keywords section, type in: fuel, oil, and maybe utilities. When you want to retrieve the file, just type any of the keywords in the search box and you are told to go to file #1.

• Local or cloud based. You can buy the software to be installed onto your computer which is a Windows only licensed software or purchase a web-based version that is either monthly or yearly subscription.
• Does it take work setting up the new system? Yes, it does. It took me three full days converting over to Paper Tiger. For a company, depending on the size of course, it may take a week or two. It’s best done with two people. The Paper Tiger people will give you a list of consultants who can manage the project for you. But once you’re done, you’re done. If a new matter shows up that needs a new file, just pick a location and you will be told that the next file is, say, 322. If a new file comes in that you already have the subject filed, simply edit the item in your database to add additional keywords if necessary, and drop it in the previously created file folder.

• What about computer digital files? Paper Tiger now has a module that enables you to connect your Paper Tiger Online account to Google Docs. Use the Digital Tiger function in Paper Tiger Online filing system software to connect to Google Docs for a combined document management software solution. You can still index your paper files that you need to keep in hard copy format and other physical items such as books and manuals into Paper Tiger Online, and use Google Docs through a Google or Gmail account for your digital file storage. You’ll be able to search from Paper Tiger Online and see results for both your physical paper files and your digital files that you have stored in Google Docs.

In a recent article, I wrote about saving time by letting your desk clean itself, Paper Tiger makes this time management chore a breeze.

I have no business relationship with Paper Tiger: I just love their stuff. Their website is extensive and informative. Check it out. www.thepapertiger.com (Don’t forget the “the”).

~~~~~~

Russ Moran is a writer, lawyer, and blogger. He writes on a wide variety of topics, including recreational themes including boating, how-to articles, law and business. He is the author of Justice in America: How it Works – How it Fails, published in 2011. Kirkus Reviews calls the book: “A lively, brash, illuminating insider look at the law, by a compelling expert.”

Russ has recently finished The APT Principle: The Business Plan that you Carry in Your Head, to be published in the Spring of 2012. His blog is The Moran Report at www.morancom.com.

You keep meaning to get your home and office in order so you can enjoy organized living; it just keeps getting put off. The idea of trying to organize everything and de-clutter seems like such a daunting task, even though you know it will make you feel much better and less stressed in the long run.

There are all those paper files, books, training binders, DVDs and video games to straighten up. When you need to find a book, it takes more time than it’s worth to find it! There are winter clothes to move to storage and summer clothes to fetch, if you can remember which bin in the basement that you’ve put them. You also have that collection of NASCAR souvenirs or another treasured collection, some to showcase and some to store for safekeeping.

The good news is that you no longer have to put it off. By implementing Paper Tiger Online filing system software, you can now de-clutter and feel confident to put things in their own place and be able to find them again when you need them. It will be so worth the time invested to get organized, because you won’t be wasting time afterward with time-consuming searches for needed items.

“How-to” De-clutter

Paper Tiger can be used for paper files, but also for many other physical items. Anything that you can put a number onto, you can index with your filing system software. This is especially important for items that may be kept in more than one location. So, for example, if you are going to keep some collectible items on display and want to store some in your home and others at a rented storage unit, this helps you recall what ended up where. If you manage any kind of online selling of items too, this software is a must have. All those items you keep in your home because you’re afraid that if you put them away, you won’t remember where you put them, can now be stored somewhere else. This will free up so much space in your home and you can have your home back!

So, take one room at a time, and find out what needs sorting, organizing and filing. Then, decide what you would like to keep in the home, what you would like to box up and keep either in the basement, a rented storage unit or some other type of storage space. Then type in the information into the filing system database, indexing or cataloging each item with item name and keywords, including where the item will be stored, and get back to having organized living. Any changes or moves you make to your physical items can also be adjusted in your filing system database, and you’ll always be able to track your items.

After your home is organized, go through your office. Start with the top of your desk. Find a ‘home’ for everything – the right place on your desk for each item that will help you work more efficiently. Take one stack of paper files at a time, and then one drawer at a time, and index the items in your hanging file folders into Paper Tiger’s database.

Don’t feel like you have to ‘get organized’ all in one day! Make a list of each room in the order in which you want to get organized. Then schedule time on your calendar, allotting the amount of time you want to spend for each room. Some rooms, like the garage, might take more than a couple of hours in one day, so schedule a couple of hours in two different days. It might even be helpful to create a plan of action for an area that is too overwhelming – making a list of what items you want to organize first, then second, etc., in a room so that it won’t seem too much at one time.

How many times have you thought, ‘I really need to clean out the garage, but it will take so long, and I have to do this and that, before I tackle that huge job’, and it just never gets done? If you schedule an hour to sort through and organize the sports equipment on one day, then on another day, take an hour to sort through and organize the tools.

How It All Works for Organized Living

A digital filing system that enables you to index physical items, makes it easy to track things. If you had a folder for your car repairs and needed to refer to it, could you be certain you could find it when you needed it? Would you remember if you titled it car, auto, Honda or repairs? Did you put it in a file or is it in that huge stack ‘to be filed’?

By using a digital filing system, you can type in any of those keywords and be able to find it with a quick search in the software database. With the old method, all you had was an alphabetical system, which obviously has worked, as long as you could recall the name you filed it under previously – maybe not as efficient as it could be. Digital filing systems take all the confusion out of the equation, even if more than one person is using the system.

Keeping Up With Paper and Digital Files

Some people are converting their filing systems to a more paperless environment, and Google Docs is great for storing the digital files that are scanned. We recommend using the Digital Tiger function in Paper Tiger Online filing system software to connect to Google Docs for a combined document management software solution. Digital Tiger, powered by Google Docs, is a free add-on with a paid Paper Tiger Online (Basic or Pro plan for now), to connect your Paper Tiger Online account to your Google Docs account. You can still index your paper files that you need to keep in hard copy format and other physical items such as books and manuals into Paper Tiger Online, and use Google Docs through a Google or Gmail account for your digital file storage. Google Docs is the lowest cost digital file storage system available, and is more convenient than storing your digital files on your hard drive (or multiple computers) that would take up valuable memory, or keeping up with CDs or Flash Drives.

Combining Paper Tiger’s indexing method, there’s a way to organize and index all those items that simply cannot be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, items in safe deposit box, etc. Then by using the Digital Tiger function in Paper Tiger Online, you will be able to search and find both your paper/physical items that you’ve indexed into Paper Tiger and your digital files that you’ve uploaded or created into Google Docs format relating to the same keyword search from one software system, Paper Tiger.

If you choose to use the combined digital software solution with Paper Tiger Online and Digital Tiger, powered by Google Docs, you will be setting yourself up for organized living so that you can find anything in five seconds or less!

One of the things that many people worry about when it comes to their computers is how safe are their electronic or digital files. After all, there are many things that can happen to cause people to lose important files, like a computer crash or a virus that corrupts your harddrive, and often, it is pretty much impossible to get these files back once they are lost. Thank goodness there is a really easy way to get around this problem; and that is to use a digital filing system that is Internet based, like Google Docs. That way, no matter what computer you are using, you can access the files you want, and if something happens that causes you to lose files on your computer, you will be able to access them through the Internet. You will never lose a file again when you are using an Internet digital filing system.

Don’t Be Afraid of Computer Crashes

Computers can be truly wonderful things, but when they are not working right, they can also be some of the most annoying machines in the world. There are all kinds of little problems that can crop up for computer users, with one of the most common being computer crashes. Unfortunately, most of the time when a computer crashes, there is no way that you can get back the information that you had stored on it. This means that you will lose all of your files, including really important things such as family photographs, or that critical presentation from the office that would take hours to recreate. Instead of waiting for something like this to happen, you can have all of the files on your computer organized, or at least backed up to an online digital filing system. That way, even if you do have a computer crash and lose everything on your harddrive, you will still have access to all of your important files.

Work from Anywhere

Because of the Internet, it is possible for many people to be able to work from anywhere they want, and they don’t have to be chained to a desk in an office all day long. If you want to do work from home and your employer has given you the go ahead, you are going to need to be able to access certain files just the same as you would from the office. If your employer is using a digital filing system, you will be able to access all of the files you need to be able to do your job from anywhere, using any computer. This means that even if you are not able to make it to work, such as on a day when there is severe weather, you will still be able to get your work done, especially if you are on a tight deadline.

There are a lot of advantages to using a digital filing system. You can access files from anywhere in the world, so even if you are traveling on business and you have forgotten an important file at the office, as long as it is in a digital system, you can get your hands on it. If your employer is not already using a digital filing system, make the suggestion as soon as you can. You may even receive credit for saving the company time and money.

How Google Docs Works

Using Google Docs, you can store your digital files, and you will also be able to work on the files in the same location that they are stored. Google Docs is part of the Google Eco System that includes Google Apps through a Google or Gmail account – there are modules to perform word processing, spreadsheets, presentations, email, calendar, to-do list, contacts, photos, music, etc. This makes it very easy to work on the files you are storing in Google Docs.

In addition, if you want to continue to use your Microsoft Office software (Word, Excel or PowerPoint), you can do that and get many of the benefits of the Google Cloud. Google’s product “Cloud Connect” allows you to continue to use your Microsoft Office software on your local computer but store, share and collaborate. This is a great way to use software that you already know but have the benefits of the cloud, including automatic backup, using Google. See Google Cloud Connect…..Sync Your Microsoft Office Documents

Google Docs makes sharing and/or collaborating your digital files very easy. Now you can scan in your paper and immediately share the PDFs with your business associates.

Google Docs (all your digital files) can even be backed up offline to your local computer, as you can see from this article at Now You Can Backup Your Google Docs to Your Local Drive!; or you can select another service that will automatically and constantly backup all your files stored in Google Docs (including your GMail – Google Mail) to another entirely different system for safekeeping.

You can now Work Offline With Your Google Account and, Google Docs users not only have the ability to easily share and collaborate with others, to view data from any web device, but also have the peace of mind of automated backups, for an efficient document management system for organizing digital files.

Keeping Up With Paper and Digital Files

We recommend using the Digital Tiger function in Paper Tiger Online filing system software to connect to Google Docs for a combined document management software solution. You can still index your paper files that you need to keep in hard copy format and other physical items such as books and manuals into Paper Tiger Online, and use Google Docs through a Google or Gmail account for your digital file storage. Google Docs is the lowest cost digital file storage system available, and is more convenient than storing your digital files on your hard drive (or multiple computers) that would take up valuable memory, or keeping up with CDs or Flash Drives.

Some people are converting their filing systems to a more paperless environment, and Google Docs is great for storing the digital files that are scanned. Combining Paper Tiger’s indexing method, there’s a way to organize and index all those items that simply cannot be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, etc. Then by using the Digital Tiger function in Paper Tiger Online, you will be able to search and find both your paper/physical items that you’ve indexed into Paper Tiger and your digital files that you’ve uploaded or created into Google Docs format relating to the same keyword search from one software system, Paper Tiger.  Digital Tiger, powered by Google Docs, is a free add-on with a paid Paper Tiger Online (Basic or Pro plan for now), to connect your Paper Tiger Online account to your Google Docs account.

If you choose to use the combined document management software solution with Paper Tiger Online and Digital Tiger, powered by Google Docs, you will be setting yourself up for enhanced productivity for the future so that you can find anything in five seconds or less!

Do you work from multiple computers, such as your computer at work, your home computer and your laptop? If so, then you probably already have a pretty good idea of how difficult it can be to keep all of your digital files in order and how much of a pain it is to look for a digital file, only to remember that it is on a different computer or CD or Flash Drive.

Let’s say that you had to call in to work sick, but there are things you can do from home that will keep you from getting too far behind. Sure, you have the capabilities to do the work, but unless you have the right files, which of course are going to be on your work computer, there isn’t a whole lot you can do but wait until you are back at the office.

Then you also have to think about keeping up with technology….remember the floppy disk? Did you remember to copy files to a newer digital file storage location before getting a computer that doesn’t accept floppy disks? This can be a real problem.

Organize Your Digital Files

There is one way that you can overcome the problem of not having the files you need on every computer that you use. All you have to do is get them organized, and take advantage of a digital filing system. Sure, you probably have some sort of system on each of the computers that you use, but this isn’t going to help you when you are using a different computer and need to access a file that is not on it. In addition to having a system on each of the computers you use, why not use an Internet based filing system? Then, you can access whatever files you need, when you need them, from any computer that you are using.

You don’t have to limit yourself to just storing your business files with a digital filing system. You probably have all kinds of personal files, from family photographs to personal documents, and you can organize all of these and access them easily from any computer when you have them integrated into an online digital filing system. Only you, and anyone you share individual files with (such as employees who need access to certain files), will have access to any information that is stored in these files.

Digital Filing Systems Keep Your Files Safe

It happens all the time – a computer crashes and we lose everything that has been stored on it. You could be losing a lot of important files, from business files to your own personal files, and there is no way that you will be able to get these files back, unless you have a good back up system. When you use an online digital filing system, you will never have to worry about losing anything again.

Instead of having to wade through a ton of paperwork to get to a file, or not being able to access a digital file because you are not at the right computer, have all of your digital files organized with an online digital filing system. You will be able to get to on any file you need in seconds, no matter where you are and what computer you are using.

We recommend using the Digital Tiger function in Paper Tiger Online filing system software to connect to Google Docs for a combined document management system software solution, you can still index your paper files that you need to keep in hard copy format and other physical items such as books and manuals into Paper Tiger Online, and use Google Docs through a Google or Gmail account for your digital file storage. Google Docs is the lowest cost digital file storage system available, and is more convenient than storing your digital files on your hard drive (or multiple computers) that would take up valuable memory, or keeping up with CDs or Flash Drives.

Some people are converting their filing systems to a more paperless environment, and Google Docs is great for storing the digital files that are scanned. Combining Paper Tiger’s indexing method, there’s a way to organize and index all those items that simply cannot be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, etc. Then by using the Digital Tiger function in Paper Tiger Online, you will be able to search and find both your paper/physical items that you’ve indexed into Paper Tiger and your digital files that you’ve uploaded or created into Google Docs format relating to the same keyword search from one software system, Paper Tiger.  Digital Tiger, powered by Google Docs, is a free add-on with a paid Paper Tiger Online (Basic or Pro plan for now), to connect your Paper Tiger Online account to your Google Docs account.

How to Organize Your Digital Files for Most Efficiency

Again, we recommend using Google Docs through a Gmail or Google account. Google Docs is Google’s free, web-based office suite that provides word processor, spreadsheet and slide show solutions similar to Microsoft Office. Using Google Docs, you can create and edit new documents online, upload documents created on your local computer or document attachments sent via email. (Note: the 1st GB of digital storage with Google is free. Click here to see more information on Google Docs digital file storage and at Google’s knowledge base here: http://support.google.com/a/bin/answer.py?hl=en&answer=1047457)

In addition, Google Docs can also be used as a reliable and budget friendly digital file storage solution for all your file types including document management for electronic files, video, music and image files.

Google Docs allows you to upload and store files in the cloud. You can upload both files and folders, including an array of file types ranging from document types to image types to video formats. Here are some of the things you can do when you upload files or folders to Google Docs:

• Access your files and folders from any computer, anywhere in the world by signing into Google Docs. The only requirement is that you have an Internet connection and a Gmail or Google account.
• Share files and folders with friends, family members or colleagues, allowing them to view the files in the Google Docs Viewer.
• Convert files to Google Docs format and collaboratively edit these files online.
• Upload photos and videos to view or share.
• Organize your digital files in folders called ‘collections’ and individual files can be organized to appear in multiple collections.

Commonly asked questions about uploading files and folders to Google Docs:

• Are uploaded files secure?

Uploaded files have the same privacy and security as any of your other documents in Google Docs. Additionally, the default visibility setting for uploaded files is “Private.”

• How big can an uploaded file or folder be?

An uploaded file or folder can be up to 10GB. If you’d like to convert a file to Google Docs format, the size limit depends on the file type. Learn more about size limits in Google Docs.

• Why aren’t my uploaded files showing in my Documents List?

If your Document List is sorted by Priority, uploaded files and folders may not show at the top. If you’d like your uploaded files and folders to show at the top of your Documents list, you should switch to the Last Modified view.

• Can I share and collaborate on a file I upload?

Google Docs also allows for real-time collaboration with other GDocs users, file sharing, and access documents on your mobile device. You can share any uploaded file with another person, and you have full control over who can do what with your shared files. If you’ve converted that file to Google Docs format, you can also collaborate on that document in real-time with other people, meaning that everyone that you share a document with can edit the document at the same time, and each person be able to view the changes real-time. So, when the shared file is updated, there is no need to re-send it as an email attachment, because it is automatically updated for everyone.

Click here to see more information on how Google Docs works.

As you can see from this article at Now You Can Backup Your Google Docs to Your Local Drive!, Google Docs users not only have the ability to easily share and collaborate with others, to view data from any web device, but also have the peace of mind of automated backups, for an efficient document management system for organizing digital files.

During this webinar, Anne discussed the basic concept of organizing both paper and digital files. She demonstrated the following to show how to use Paper Tiger more effectively so you can get organized and be more productive.

• Get started with Paper Tiger Online.
• Created a Database, created a Location, created Items, and print labels for items.
• Demonstrated a work-flow example by filing items from her inbox.
• Demonstrated how to connect Paper Tiger Online to Google Docs and search from Paper Tiger to find both paper and digital files.

Find Anything In Your Office In 5 Seconds or Less…Guaranteed! Watch the webinar to learn more.

As information, Anne is a professional speaker, productivity expert, professional organizer and author. If you want to learn more about Anne and her services, please visit her website at www.StrategizeAndOrganize.com.  She may be in Colorado, but she’s nationally recognized as an expert and works with people throughout the US in person and virtually.

You can contact Anne at amcgurty@strategizeandorganize.com or by phone at 303 881-0174.

See more information here on Paper Tiger Filing System Software for Document Management

Filing System Q&A from the Webinar

Q: How secure are the digital documents that you scan in that are stored in Google Drive?
A: Information security is a top priority at Google… For more information, see Google Apps security whitepaper which is found at http://www.google.com/support/a/bin/answer.py?answer=60762

Q: Can you scan documents in and route to an action file?
A: You can set up a ‘collection’ or ‘folder’ in Google Drive for an action file.

Q: I would need 2 files, 1 for hard copy, titles, etc, the other electronic for all files, including vehicle titles?
A: With Paper Tiger Online and Digital Tiger, powered by Google Drive, you would be able to index your hard copy files, titles, etc. and upload your electronic files to Google Docs format, and be able to search  from Paper Tiger Online to find both your hard copy files and your electronic files. When Digital Tiger is activated, search results are produced from both apps, Paper Tiger Online and Google Drive. See this knowledge base article that gives an overview of what Digital Tiger is and includes a screen cast for activating Digital Tiger: http://thepapertiger.com/support/articles.php?id=20297536&catId=20008411

Comment: I want to use it to organize other things. I have a million tapes, CD’s, and papers and need to get a handle on the best ways to set up them.
Response: Assuming Anne’s webinar gave you a good idea on how to handle indexing your paper files into Paper Tiger by creating a Location for your Action files and a Location for your Reference files. Below is an example for your CD’s, and can be used to implement the same concept for your tapes:

Comment: I use Paper Tiger to keep track of car records and other hard items.
Response: This is a great example of Paper Tiger’s flexibility in getting organized!

You may already be familiar with the idea of using an indexing system to maintain better record management capabilities for your professional office paper files. In fact, you may even already be using Paper Tiger Filing System Software for document management for your office needs. On the other hand, you may not be familiar with what an indexing system is, how it works or what you can do with it.

The important thing to keep in mind is that you can use this same indexing software system to declutter your life and organize almost anything. If it can be stored somehow and numbered, it can be indexed. Also, the great thing about using this type of indexing system is that it works for anything that can’t be scanned. So while some people are converting their filing systems to a more paperless environment, it leaves them with no way to organize and index all those items that simply cannot be scanned, i.e., passports, contracts, binders, books, CDs, DVDs, etc.

Why an Indexing System

You put papers in a file for your car repair and then stick the file in your personal filing cabinet and that’s the end of that. When your spouse has to look up the amount of the last repair for some reason, he or she may not know if you filed it under “Toyota Repairs,” “Sheila’s Car” or “Mechanic Receipts” or it could be filed “Auto” or “Car”, so you see it could take a while to search through the alphabet in your filing cabinet(s) depending on how many drawers of paper files you have. With Paper Tiger’s indexing system, you simply number this file to coincide with the number assigned to it from the software, type in as many of those key search terms you can think of and file it away. When you or someone else has to retrieve the file, you use the search engine and can locate the file in a matter of seconds. It’s a hassle-free way to make your filing system manageable.

You don’t have to do this with just paper files though. Maybe you collect antique dolls, have a CD collection that is growing out of control or want to be able to keep better track of what type of seasonal clothing you are storing and where it is. By using an indexing system you can make all of this possible. Take the clothing as an example, which can be really out of hand if you have kids and therefore a great deal of clothing to put in some type of storage.

You may end up with some bins in the basement, some leather coats stored in climate controlled storage away from your home and more hanging in garment bags in the guest room closet. Trying to remember where all of these items are scattered can become confusing. If you use an indexing system you can number the bins or garment bags, type the item and location of each into your Paper Tiger database and always know where your seasonal items are even if they are not in your home.

This can be an extremely useful tool for those who sell items on places such as eBay and may store the items in various places. Just remember to update the system when new items come in and when one sold or is moved to a different location.

What Is an Indexing System

Paper Tiger is an indexing system for your paper files or other physical items that has an easy-to-use search engine built in so that lost information is virtually eliminated in your home or office. You would simply type in the information into the database relating to your physical files or other items to get organized so that you can find what you need when you need it, without time-wasting searches.
So for paper files, you would keep your paper in its original form (you do not have to scan it) and use the power of the computer to index the paper files that you need to keep in hard copy format, and also be able to index other physical items as in the examples mentioned above. Paper Tiger can index anything that you can put a number onto!

When you’ve indexed your items into Paper Tiger, and you need to find an item later, you simply conduct a Google-like search in the database to find where the item is located.

This solves problems with filing or finding any physical item, such as:

• You can’t decide what to name something because it could be named so many different things;
• You don’t like making new folders when you need to file;
• You can’t remember where or what name you filed something under previously;
• Staff or family members sharing files or other items, everyone thinks differently and anyone can search a keyword;
• Staff turnover or the one person that knows where everything is gets sick or is away for a time.

If you haven’t already, please view our videos on our Why Paper Tiger page, which may help you understand better how Paper Tiger works. Please also see our Not Just For Filing Paper page for great examples for indexing other items in addition to paper files.

This article by Sherry Borsheim, a Paper Tiger Expert of Simply Productive, gives us a way to create a system for dealing with the mail and all the paper we receive everyday!  How much does your stuff or clutter cost you?

Check out Sherry’s Organizing Bootcamps that will give you a JUMP-START on ORGANIZING your office, home and life. She will give you her trade secrets and steps to setting up your organizing systems, including recommending Paper Tiger filing system software for document management, to be organized and manage the paper files that you need to keep in hard copy format and other physical stuff in your life.

How much time do you think you waste shuffling junk mail and flyers around your home or office?  How often do you pick up your mail and put it aside for later?  But later never comes.  Before you know it last month’s mail is still piled on the kitchen counter and the In Tray on your desk is growing by the minute.

Let’s be honest here, opening the mail is not exactly high on our priority list unless it’s a cheque, gift or personal card from someone.  After a long day at work or chauffeuring the kids to all their after-school activities, the last thing you want to do is open the mail.  I don’t know about you, but I can think of more exciting things to do.  Like put my feet up and rest for 15 minutes!

More and more people are going paperless when it comes to bank statements and bill paying.  Magazines are now available on iPads, but I still prefer my glossy magazine.  For many businesses, paper is still around and receipts need to be accounted for.  The paperless office is yet to come.  And I see more paper in homes and offices than ever before as the volume of emails increase.

More and more people are making the effort to go paperless because it’s easier to manage; it reduces clutter in the home and helps the environment.  According to 41Pounds.org:

• The average American receives 41 pounds of junk mail each year and 40% goes to the landfill unopened
• On average, we receive 16 pieces of junk mail a week, compared to only 1.5 personal letters
• You waste approximately 70 hours a year dealing with junk mail, and
• 28 billion gallons of water are wasted to produce and recycle junk each year

What would you like to do with the extra 70 hours a year I just found for you by eliminating your junk mail?  Now there’s a hidden time-waster that I hadn’t thought of before!  And no more excuses that I don’t have time to work out.

Here are some resources to help you eliminate  junk mail

In Canada:

• Refer to Canada Post’s website details about “No Admail”
• Red Dot Campaign

In USA:

• DMAchoice.org
• StopJunkMail.org

So what’s the best solution for dealing with the daily mail that comes through your front door?  The answer is to set up a simple system and create a habit that you and everyone in your household follow.  A system is only as good as the end user!  Or you can delegate picking up the mail, opening it, filing it or putting in your Action folder.

Create a system for dealing with your mail

Here’s the process for dealing with the mail before it piles up and takes over your counters:

1. Recycle all junk mail immediately…do not let this sit around on your desk or in your home.  Be RUTHLESS!
2. Shred any junk mail that has your name on it and you don’t have to open it
3. Decide where the most convenient place is to drop your mail until you have time to deal with it.
4. Open the mail immediately or contain it in a tray or a container that you love, looks beautiful and fit on the shelf or counter.  Keep a letter opener handy to quickly open the mail.
5. Never let the pile of mail outgrow the allotted space.  If you do, you may cause undue stress because you have no idea what’s lurking in the unopened mail.  Late fees and penalties add up and stress takes its toll on your health
6. As a “rule of thumb” open your mail when it comes in and deal with it right away
7. Designate a place to file your papers with a shredder and recycling bin close by (you’d be amazed at how many offices I go into and there’s no garbage or recycling bin close by or a shredder, yet the piles to be shredded and recycled are thick with dust all over the office)
8. File mail in your “Bills to Pay” folder, “Discuss” folder, “Read” folder or file it
9. When you or someone in your household needs to pay the bills, the bills are at your fingertips
10. Once the bills have been paid, file in your “Paid Bills” file in a file drawer or other system that you may have

Hidden Costs

There are hidden costs, like stress and anxiety which weigh heavy on you if there is clutter and piles of paper, unopened mail, junk mail, flyers and old magazines lying around for long periods of time.  And piles of paper become dust collectors which lead to an unhealthy disorganized environment.

Rethink Your Subscriptions

Re-evaluate or cancel subscriptions to journals and magazines that you don’t have time to read or rarely refer to and you will dramatically reduce the paper coming into your home.  Look at new options to receive your newspaper subscription, like on the iPad which has a larger viewing screen than a cell phone.

My Paperless Journey

In the past three years, I’ve made a huge effort to eliminate paper in my office and in our home.  For years I’ve contained magazines to one small magazine rack and when it is full, I recycle or give to a charity or hospital.  Every 3 months, I purge bags of paper that I thought I needed 6 months earlier. I’ve asked my bank to only mail my business bank statements, and my business invoicing is all electronic.  More and more my business processes are becoming paperless and more online.  My goal is to have as little paper as possible so I’m mobile to travel and work anywhere.  Overall, having an impact on the environment.

Now it’s Your Turn to Make a Difference

What are you doing to reduce paper in your home or office? Do you have any other resources or tips for dealing with your mail? Leave your comment below or on Sherry’s original blog at http://www.simplyproductive.com/2012/02/eliminate-your-junk-mail-and-gain-70-extra-hours-a-year/!

Sherry Borsheim is the president of Simply Productive. You can visit Sherry, access her free article archive and grab lots of free stuff at http://www.simplyproductive.com. Sherry lives in Vancouver, BC Canada with her husband (her high-school sweetheart). Reprinted with permission.

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Getting organized and staying organized with paper files can seem difficult for most people, and therefore many companies are opting to go to a paperless office to get organized. This type of filing system may get rid of most paper in your office to make your desk look organized, but it can also add countless hours of document scanning in order to keep files up to date. Then there is the problem of renaming and finding the digital files after they have been scanned. So, how do you keep up with paper and digital files so that you can actually find them when you need them?

Paper Tiger Filing System software is different. It does not require scanning, but with the new Digital Tiger feature in Paper Tiger Online, this document management system can help your office have less paper and be able to retrieve the documents at the time you need them, whether they are in hard copy paper file format or digital file format.

Paper Tiger allows you to organize files in just a few moments by indexing those paper files that you need to keep in hard copy format. Digital Tiger, powered by Google Docs, is a free add-on with a paid Paper Tiger Online account (Basic and Pro plans for now), that allows you to connect your Paper Tiger Online account to your Google Docs account, then you will be able to search from one place to find both your paper/physical items and your digital files. The way Digital Tiger works is described on our web page at http://www.thepapertiger.com/digital_tiger.

To prepare for Digital Tiger, you can create, scan or upload your digital files to Google Docs format from your Gmail account. Google Docs is the online storage for your digital filing system. Again, Paper Tiger is for indexing the paper files that you need to keep in hard copy format and other items, such as passports, instruction booklets, or CDs, DVDs, Books, home or office inventory and/or storage, etc., that just can’t be scanned.

Once you have set up your Paper Tiger Filing System account, it is time to start filing and organizing. It doesn’t matter how many files you have, Paper Tiger Filing System software can help you to get organized. We even provide tips and helpful hints and online video training for free to help you get started. For instance, we recommend starting with the files that you use the most and then adding a little more each day. Deciding with each file whether you need to keep it in hard copy file format or if you can scan and shred it. Before you know it, you will have a document management filing system that works and makes sense.

Paper Tiger Filing System to Get Organized

For the paper files that you need to keep in hard copy format and other physical items, first you will create a ‘Location’ within the software’s database which will coincide to your physical location. Then, you decide how many folders or items you want in this Location. You can add more later if you need to. In the database, each row corresponds to a hanging file folder* in your desk drawer, file box, or filing cabinet. You set up numbered folders in advance (“Reference 1, Reference 2,” etc.), by printing tab labels from the software for this location and placing the tabs in your hanging folder plastic tabs. Once this is done, you type in information relating to each document in the database file location.When you file something, you type in a primary name in the database’s Item Name section, such as “Car Insurance.” Then you have a keyword field for all of the phrases you can think of that relate to that set of papers (“Honda, State Farm, Auto, Vehicle,” etc.)

You can give the document any name you want without any worry about finding it later because the keywords you type in that describe all documents that you put in your hanging file folders will work much like a Google search later when you need to find a file. Now, place your document (or documents relating to the same subject) in the corresponding hanging folder. Just like that, your filing cabinet is organized without all the extra time of scanning, electronic storage space and hassle that scanning presents. For documents that you want to add to the same file, simply edit the Item and add additional keywords necessary that relate to the new document(s) being filed. As you can see in the file folder picture above, you can even sub-divide with manilla folders. We simply added keywords for each manilla folder in the respective item number in the database. For example, in Reference 10, there are manilla file folders and keywords for Fedex, UPS, USPS, sub-dividing documents relating to each shipping service, and the Item Name in Paper Tiger is ‘Shipping Information’.

When you need to retrieve a file later, you just conduct a Google-like search in the software database for the keyword you’re thinking it might be filed under, and it tells you which folder to grab. You can retrieve anything from your file drawer in just a few seconds, as fast as you could Google something.

*When indexing other physical items, each row in the database corresponds to the item being indexed.

Problems Paper Tiger Fixes

* You can’t decide what to name something: Since you are normally limited to what fits on the little folder tab with traditional filing systems, you must be succinct when naming a file folder. Sometimes paper files simply defy classification and are very difficult to name, with many subjects represented in one article, for example. With Paper Tiger, you can keyword all of those things and you’re covered.

* You don’t like slowing down to make new folders when you need to file: Using this filing system software, you easily create numbered hanging folders in advance, so you can have as many open hanging folders sitting there waiting in your filing cabinet as you like. When it’s time to file, it takes a few seconds to just type an item name and keywords relating to the documents and drop them in the folder. Some people are uncomfortable seeing only numbers in their file drawer. If you think about it though, wouldn’t it be wonderful to not have to re-do labels when you change your mind about a folder? Or have to create a new label every time you need to file a new document. It’s a shift in thinking to realize that your papers are supposed to be randomly filed and like folders may not necessarily be physically next to each other, but because there is a printed file index report, it is something that is easy to overcome.

* You can’t remember where you filed something: Because of the keywording and searching, you no longer have to remember this kind of information in your head. You can find it in just a few seconds by searching in the filing system software database or looking at the file index that can be printed from the database.

* People sharing files who cannot read minds: If the filing system is in someone else’s head, and that person goes on vacation or has to be out for medical leave or worse yet, leaves the company, you can’t find anything. This system prevents people from being in the dark about where things are.

Not Just For Filing Papers

In addition to organizing the paper files that you need to keep in hard copy format, you can also organize other items with Paper Tiger Filing System software such as passports, office supplies, CDs, DVDs, books, home or office inventory, and items you have in storage, etc. See our Not Just For Filing Paper webpage.

Items are right where they should be and are easier to find and you’ll know where to put the items back when they need to be returned. This makes the Paper Tiger Filing System much more than just an office management system; it is a life management system to help you get organized and stay organized!

During this webinar, Anne demonstrated the following to show how to use Paper Tiger more effectively so you can get organized and be more productive.

• Get started with Paper Tiger Online.
• Created a Database, created a Location, created Items, and print labels for items.
• Demonstrated a work-flow example by filing items from her inbox.
• Demonstrated how to connect Paper Tiger Online to Google Docs and search from Paper Tiger to find both paper and digital files.

Find Anything In Your Office In 5 Seconds or Less…Guaranteed! Watch the webinar to learn more.

As information, Anne is a professional speaker, productivity expert, professional organizer and author. If you want to learn more about Anne and her services, please visit her website at www.StrategizeAndOrganize.com.  She may be in Colorado, but she’s nationally recognized as an expert and works with people throughout the US in person and virtually.

You can contact Anne at amcgurty@strategizeandorganize.com or by phone at 303 881-0174.

See more information here on Paper Tiger Filing System Software for Document Management

Filing System Q&A from the Webinar

Q: If I convert a file to Google Docs format can I get the file back in the native file format?
A: Yes, open your Google Docs from your Gmail account, then the file you need, then click on File and select the option to ‘Download file as’ and you can select to download the file as whatever programs are offered for that file type.

Q: Is that rebooting or resetting for password available 24 hours a day?
A: If you don’t remember your password, you simply click on the Forgot my password link, answer the question and fill in your email that your Paper Tiger Online account is under, and you’ll receive an email with a link to reset your password

Q: There is concern about the security of the digital documents…. how secure are they?
A: See information regarding Google Security information that we’ve copied from their Security knowledge base.

Q: When scanning documents, do you always use PDF?
A: We do mainly because Google Docs will OCR the 1st 10 pages of PDFs when the file is uploaded, but may not OCR .jpg

Q: Do you know if there is a limit to space available per account.
A: We’ve captured some information from Google’s knowledge base regarding digital filing cloud storage space and limits and pricing tiers.

Q: If I were to switch from the desktop version to a web version can everything I have done be transferred to the web version?
A: Yes absolutely! You can import your desktop version database or have our support team import it for you. Email support@thepapertiger.com, attach the database and let them know what email your PTO account was created under.

Q: What if you have two different Google accounts
A: Paper Tiger Online will only connect to one of your Google accounts at a time.