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Started By
Message
re: Moving to a paperless office, your experiences
Posted on 6/2/18 at 6:58 am to BurningHeart
Posted on 6/2/18 at 6:58 am to BurningHeart
quote:
This is the second time I tried to give this thread a shot.
Nope cant do it.
Thank you so much for your invaluable contribution and not a snarky remark.
BTW, what the hell with all the downvotes? We're getting some helpful conversation going on in here.
0
Posted on 6/2/18 at 7:20 am to Barbellthor
The technology isn't there yet. Everything I've tried is too clunky.
Also, older clients all hate it. They still want to have a piece of paper and sign a piece of paper. They don't want electronic pdfs. So you have to account for that.
I cannot imagine trying to brief and think through a case and outline and prepare arguments and notes all on a tablet of some kind. I need pen and paper.
But for just general paperwork storage, sure hire a secretary to scan everything and eliminate your file cabinets, but in the jurisdictions that don't have e-filing you better make damn sure you have everything saved properly before you destroy the actual paper.
Also, older clients all hate it. They still want to have a piece of paper and sign a piece of paper. They don't want electronic pdfs. So you have to account for that.
I cannot imagine trying to brief and think through a case and outline and prepare arguments and notes all on a tablet of some kind. I need pen and paper.
But for just general paperwork storage, sure hire a secretary to scan everything and eliminate your file cabinets, but in the jurisdictions that don't have e-filing you better make damn sure you have everything saved properly before you destroy the actual paper.
This post was edited on 6/2/18 at 7:22 am
Posted on 6/2/18 at 7:46 am to BloodSweat&Beers
quote:
It is called a tablet with One Note.
Who the Hell downvotes this? I don't even take pen and paper to meetings any more.
Posted on 6/2/18 at 8:09 am to Barbellthor
quote:
There's just the issues of others the office being able to access the documents and notes online without me having to manually share every little thing, and of getting an office-wide calendar so we can all see each other's schedules.
We do all of this fairly easily with SharePoint Online within MS Office 365 E3. We have some simple workflows that facilitate the document creation, review, signature, and submission process.
Posted on 6/2/18 at 8:28 am to TheChosenOne
The main problem with paper less is functional. You can’t lay out two or three or four pieces of paper side-by-side when it’s all on a tablet.
If you have a document where are you are referencing things across multiple pages of the document it becomes useless on a tablet.
If you have a document where are you are referencing things across multiple pages of the document it becomes useless on a tablet.
Posted on 6/2/18 at 9:47 am to Meauxjeaux
quote:
The main problem with paper less is functional. You can’t lay out two or three or four pieces of paper side-by-side when it’s all on a tablet
This. Paperless won't really be viable in a if business environment until table tops are giant touch screens, but residentially everything at my house is paperless
This post was edited on 6/2/18 at 9:52 am
Posted on 6/2/18 at 9:54 am to Barbellthor
My experience is everyone must be forced to switch. New policies and procedures must be created that must be followed. It has to be engrained in the way things are now done. Otherwise it won’t work.
Been a part of two companies that tried. One did the policies and procedures full dna change. one didn’t. Only one worked out.
Electronic sign off ability is key
PDF formatting and editing including trainings on best practices plus creating a standard of how it is done is key. If everyone edits PDFs using their own marks etc it can get confusing. Best to establish some standard ways of doing things.
Multiple monitors for computers is key
Good scanners with an admin dedicated to helping old timers.
SharePoint or some other cloud storage
Make it hard for people to print. No color for most people if not all. Force printing back and front. Lock up ink and paper.
ETA: I did find paperless was better. You get used to reviewing things on multiple screens. You can also print things out in the rare instance you need to. It did suck transitioning and it sucks when half office doesn’t do it. It is an all or nothing deal. It also made it easier to work from anywhere like home or traveling. Also, I understand this may not be viable for every job.
Been a part of two companies that tried. One did the policies and procedures full dna change. one didn’t. Only one worked out.
Electronic sign off ability is key
PDF formatting and editing including trainings on best practices plus creating a standard of how it is done is key. If everyone edits PDFs using their own marks etc it can get confusing. Best to establish some standard ways of doing things.
Multiple monitors for computers is key
Good scanners with an admin dedicated to helping old timers.
SharePoint or some other cloud storage
Make it hard for people to print. No color for most people if not all. Force printing back and front. Lock up ink and paper.
ETA: I did find paperless was better. You get used to reviewing things on multiple screens. You can also print things out in the rare instance you need to. It did suck transitioning and it sucks when half office doesn’t do it. It is an all or nothing deal. It also made it easier to work from anywhere like home or traveling. Also, I understand this may not be viable for every job.
This post was edited on 6/2/18 at 10:06 am
Posted on 6/2/18 at 11:04 am to Barbellthor
We have tried to go paperless a few different times through the years. Honestly, it didn't do much to reduce paper in the end. The trouble is, people in general aren't organized enough to properly use a common repository for electronic documents.
Posted on 6/2/18 at 11:32 am to lsufan1971
quote:
LINK
They’ve actually gotten more reliable if you can believe that. Used to be damned near impossible to download large video file zips without erroring out.
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