Then it sorts them out neatly arranging them so you can easily access your digital notes and records. It lets you create daily to-do lists on the move directly from your smartphone, by either typing or voice clips. There may be a psychological explanation as to why pen to paper is so effective, but Evernote is the perfect digital and paperless substitute in my opinion. Stefan Smulders, Founder of Expandi and a big supporter of green and paperless offices, recommends Evernote: ‘I’ve been searching for a paperless form of note-taking for a very long time since I’m old fashioned and have always preferred pen-and-paper for keeping organized. Now there’s a trick your post-its can’t do!
Fortunately, there’s software out there that not only lets you take written and spoken notes, but even organizes those notes for you. Paperless Office Software for Note-TakingĮven if you work paperlessly, you’ll need to take notes of some kind. Don’t want a PDF? Not a problem! Drop that document in our converter and instantly turn your PDF into a Word, PowerPoint, or Excel file.
Notion takes away the need for physical files, binders, and handbooks to allow convenient access and comprehensive documentation for everything our team needs to know about a client’s context, goals, and past work as well as our own internal operations, regardless of where they are in the world.’Īt Smallpdf, we particularly love that Notion lets users download pages as PDFs.
It’s especially helpful for creating wikis for each individual client as well as our own company for managing processes and staff onboarding.
Beyond being a digital hub for project and task management, it allows us to organize client notes and documents all in one place for easy reference for all team members. CEO Michael Steele tells us: ‘As a remote-first company, Notion is a key paperless tool for our team. A lot of paperless offices use Notion.įor example, Flywheel Digital, an agency based in Vancouver, BC, that provides technical marketing services for digital-first businesses. That’s why we love PDFs and other digital documents! With the right software, these documents are very easy to label so that anyone can search for and find what they’re looking for in a snap. Storing and organizing paper documents can be a pain. Paperless Office Software for Storing and Organizing Documents This software has allowed my team to work remotely with minimal paper use since we are no longer meeting clients face to face.’ This completely eliminates the possibility of missing paperwork with personal client information. Since there is a lot of highly sensitive information contained in these applications, security is also of high importance, which is built into the software. This software also works on the backend with the underwriting of policies. This software securely emails the client and the agent during the application process to obtain needed signatures. iPipeline is a software that many insurance companies utilize for paperless applications. Having a lot of paperwork can become disorganized quickly and can get displaced. Not only by clients but also by myself and my staff. As a life insurance agency owner, there is a ton of paperwork that needs to be signed. Jake Irving, owner of Willamette Life Insurance in Beaverton, Oregon, for example, uses iPipeline: ‘In the paperless and remote climate that we all find ourselves in, finding a software that allows you to run a business without needing to have physical papers is essential. But how do you do that? Email those documents to people one by one? While that may work, it’ll also take up a lot of time and make it difficult to track your progress! That’s why a lot of paperless offices use special e-signing software. Just because you’ve gone paperless doesn’t mean you don’t have digital documents to sign and send to others to sign. Paperless Office Software for Signing Documents