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Author: Darla DeMorrowDocument Management Filing Home Office Organizing Paper Tips Uncategorized

17 Ways to Go Paperless without Scanning

Photo by ron dyar on Unsplash

I’ve been reading articles about the promise of a paperless office my entire life, and for the most part, those articles have just created more paper.

For the first time in modern history, we now have the tools to go completely paperless. But before you go invest in a new gadget and hunker down to scan all of your paper, you can probably do a lot to reduce the amount of paper in your life.

Turn Off Paper Statements

  • The first thing is to turn off any statements for accounts, especially if you aren’t opening them. Bank statements are usually the prime offender. Call your bank or go online to shut off those statements. Check to be sure the bank’s retention practices will meet your needs, and that you can access statements online if you need to.
  • Then turn off any billing statements, especially if you have them on auto-payment arrangements and can check your account online.
  • Check with your medical offices to see if they can eliminate or reduce your paperwork there, too. Most medical offices have PHRs (personal health records) and can email you copies of office visits, tests and prescriptions.

Turn On Auto-Pay

  • If you have some but not all of your bills on auto-payments, turn those on, too. Many institutions will allow you to set a minimum payment amount each month. You can always pay more, if you choose, by making additional online payments.
  • If you are concerned that you’ll either miss a payment or somehow be out of the loop on your accounts, write up a simple list of accounts being paid automatically (either by hand or using a spreadsheet), and check these online the same day you get your paycheck. This adds one piece of paper to your life, but might be exactly what you need to keep it all straight. 
  • Set up folders in your email program to file e-statements. Folders allow you to organize emails into groups for long-term storage, out of your inbox. Rules allow you to automate routine statements to be filed without you having to be the one to do it. If you need help with learning to use folders (or tags in gmail) and rules, search the internet for “how to set up folders on {my email} service.”

Get Off Mailing Lists

  • Contact https://dmachoice.thedma.org/ and https://www.catalogchoice.org/ to opt in or out of paper mailings. They won’t stop all of the mail, but it will stop much of it.
  • Be generous, but be selective, too. Stay off the “sucker lists,” which are lists of people who are likely to respond and donate to charitable appeals. Charity fund raising is big business. The more organizations you donate to, the higher the chance that data mining companies will identify you as an easy target, selling your information to even more charities. Honor your nature to be generous by donating to fewer causes that are important to you, and that have good ratings from  https://www.guidestar.org/. Be selective to stay off the lists that generate even more charity mail in your mailbox.
  • Opt out of unsolicited credit card offers. Many of these are generated by companies data-mining your credit reports. Reduce these unsolicited offers by contacting each of the three main credit bureaus (Equifax, TransUnion and Experian), and requesting that they not allow your data to be accessed for the preapproved offers. The toll-free number for all the national credit reporting agencies is 1 888 5OPTOUT (1 888 567 8688).
  • Under the Fair Credit Reporting Act (FCRA), the Consumer Credit Reporting Companies are permitted to include your name on lists used by creditors or insurers to make firm offers of credit or insurance that are not initiated by you (“Firm Offers”). The FCRA also provides consumers with the right to opt-out of these offers. If you choose to opt-in or opt-out, you can visit www.optoutprescreen.com to make your request online.” (excerpted from Experian.com)
  • Reduce the amount of credit accounts you have. Stick with one main all-purpose credit card and another one for backup. Reduce the urge to sign up for store credit accounts just to get short term offers. Cancel promotional cards as soon as you fulfill the promotion. The more cards and credit accounts you have, the more mail they will generate. 

Utilize Online Information Sources

  • Recycle most manuals for household items. Chances are you don’t need the manual for small items like toasters and coffee makers. You can access manuals you do need online at https://www.manualslib.com/ and http://www.manualsonline.com/. If you can’t find it there, which is rare, you can usually find a manual for an older product at the manufacturer’s website.
  • Support your school’s, church’s and community’s efforts to go paperless. Learn how to use online forms and payment options like e-checks and Paypal. 

Say No to Paper Offered to You

  • Don’t bring home fliers, brochures and free magazines. These rarely get read, and they rarely have information that you can’t find online.
  • Instead of collecting business cards, scan a card on your phone and enable your settings to send information right into your phone’s Contacts app. ScaBizCards and Evernote both can upload details directly to your contacts app.

Reset your Reading Habits

  • Cancel your newspaper and magazines if you never read them. Continue to get your local news by purchasing a digital subscription, and request a daily email of headlines and topics that interest you.
  • Are you really serious about having less paper in your life? Get an e-reader and learn to use it instead of buying and storing books you’ll need briefly. Sure, you love the feel and smell of actual books, but you can have HUNDREDS of great books and magazines in less space than your unread piles are taking on your cluttered nightstand right now.

If you really want to go paperless, start with these steps to have less paper in your life. You’ll find more space in your home. 

Author: Annie Amoon RichardChallenging Disorganization Clutter Document Management Emergencies Filing Paper Receipts Tips

EZ File Your Paper Piles

Everyone hates to file papers and we all have piles of them on our desks, tables, and any other flat surface around. No one likes to deal with all the papers that we still have even in our modern “paperless” society. Today I offer an easy, simple system that is not overwhelming and will have you binging Netflix in no time. The best part of this solution is that it’s only two steps!!

Even as a professional organizer, my ADHD gets in the way of keeping my attention on sorting papers for any significant length of time.  As everyone knows, dealing with papers is boring. It becomes overwhelming so we give up and give in to the piles. So, out of necessity, I created this quick and easy system for dealing with the paper piles.

Are you ready to change your paper filing system forever?  Here goes. Two steps. Two easy steps.

Step 1: Get 2 containers – boxes, plastic bins, baskets etc. to hold your papers.  They can be pretty or they can be from the liquor store. The look of the container is up to you.

Step 2: Answer one yes or no question for each paper: “Does this paper have anything to do with my money, property, legal identification, or taxes?” If the answer is yes, it goes in box #1. If the answer if no, then it goes into box #2.

That’s it, you’re done filing! Even if you never do anything else with either box, you will be able to find any important paper that you need, when you need it. Most papers that we think we need to keep are rarely, if ever, referenced again. 

If you need to find an important legal document, receipt or tax info you only have to look in Box #1. You don’t need to be distracted by all the non-legal or non-financial papers to find what you need. Your stress level is greatly reduced or even eliminated. If there is ever an emergency, storm, fire, or other need to evacuate quickly, you just have to grab Box #1.

Now, a lot of people would just not feel completely comfortable with this simple system. If you fall into this category, then take the next step. Get a 3-ring binder and some sheet protectors. Place all of the most critical documents – your birth certificates, passports, Social Security cards, marriage and divorce documents, property deeds, college transcripts, etc. and put them into the page protectors in the binder. Keep this binder in or near Box #1 and let all household members know about it and where it is. Believe me, this will save you so much time and stress when you need to locate these documents.

I know that this system works well as I just completed the process of getting both my Real ID and my passport. It was so much easier knowing where all of the documents were and that they were all together.

Now that you paper piles are tackled, grab some ice cream and enjoy your favorite show or activity. Guilt free.  Now you are organized…at least with your papers!

Author: Adriane WeinbergDocument Management Organizing Paper Time Management Tips

The Truth About OHIO

While helping clients organize their papers, they express concern that they’re doing something wrong when handling them more than once. What they’re unknowingly asking about is the OHIO (Only Handle it Once) rule. 

Keep in mind, though, that OHIO is a guideline, not meant to always be applied. The intent is to Only Handle It Once, or as few times as necessary to completion.

Scenario 1 

  • While scanning the mail, you open an invitation with an RSVP to a neighborhood block party. You put the mail pile on the counter to deal with later. One touch.
  • A couple of days later, you notice the invitation in the growing pile of mail and move it to the to-do pile. Second touch.
  • Later, you think your spouse may want to go. You pick it up and put it on his desk. Third touch.
  • After work, he hands it back to RSVP. You put it back on the to-do pile. Fourth touch.
  • Your son is busy at college but maybe he’d like to see his friends. You pick it up to have the details ready, call him but get voicemail. It goes back on the to-do pile. Fifth touch.
  • He calls back. You pick it up again and give him the details. He’ll think about it. The paper goes back on the to-do pile. Sixth touch.
  • He texts back that he’d like to go. You pick up the invitation, RSVP for your family, then recycle it. Seventh touch.

Scenario 2: 

  • You get the invitation, text your husband and son with the details to see if they’d want to go. You put the invitation on the counter. One touch.
  • They both reply, you pick up the invitation, RSVP, note the date and time in the calendar, then recycle the paper. Second touch—and done.

We don’t stop to think about how many times we handle the same papers — and how much time we waste. A lot!

Here’s a favorite productivity tip from David Allen’s book, Getting Things Done. His Two-Minute Rule states that if it takes less than two minutes, do it now. That doesn’t mean two minutes exactly, but just a few minutes to complete quick tasks. Brilliant!

Contact a pro organizer if you want to learn how to get more done in less time.

© 2019 Adriane Weinberg. All rights reserved.

Author: Annette ReymanBack To School Clutter Education Family General Goal Setting healthy living Home Organizing Productivity Time Management Tips

Take Some “Me” Time – Now

Ahhhh, can you hear it? Stop. Listen closely. Is that the sound of an empty house? Oh my goodness! Are you actually at home – alone? That’s right folks. The kids are back to school and that morning cup of coffee hasn’t tasted this good in almost longer than you can remember.

Thank you Fall for showing up – right in time to save us from completely losing any semblance of sanity! While you sit for an extra 5 minutes, enjoying the sound of silence and taking another sip-o’-joe, you may begin to look around.

What you are looking at is the aftermath of summer:

  • Collections of odd paraphernalia from summer crafts
  • Flotsam and jetsam of beach and pool excursions (Wait. Whose towels are those?)
  • Outgrown and short-lived children’s summer clothing and shoes
  • Vacation pamphlets and souvenirs

Amidst everyone else’s debris, there are some of your own items that need attention, yet it’s hard to know which and where they are. Here are 3 suggestions from a Professional Organizer and mom of three grown children:

  1. Pamper yourself. You made it through the summer. You planned and chaperoned and hosted and entertained. And now that everyone is back to their normal routines, start your autumn out by putting a date on the calendar for you. Get a massage. A manicure. Go out to lunch. Take time to get yourself settled down and focused for the season ahead.
  2. Make a List. The start of a new season comes with a host of tasks, commitments and appointments. Go through each area of responsibility in your mind and write it ALL down on your list. Doing this type of “brain dump” will help you capture everything while you are able to quietly focus. Getting it onto paper and out of your head will also relieve stress and help with better sleep. So, before you jump in and start running from one new event to the next, have an extra sip of coffee and take 10 minutes to write down a list of everything that needs your time and attention:
    1. Home – are there any service people that you need to call – plumber? electrician? roofer?
    2. Car – is there an inspection due? Do you need to replace your windshield wipers? Is an oil change needed?
    3. Medical – do you or any other family member need a doctor or dentist appointment?
    4. Organizations – do you belong to any organizations that require your attention; PTA? Church? School? Club?
  3. Clear your space. An organized space will help with clearing not just your environment but also your head. Organize an entire room or just one work area. Set things up the way you want them to be and allow your environment to support your productivity.

Take these three small steps and enter Fall confidently prepared to harvest the rewards of the season.

Author: Ellen TozziClutter Education General Hoarding Organizing Safety Seasonal Tips

EEEK! A MOUSE!

As autumn approaches, mice look for warm homes with food and water in which to hunker down for the winter. Don’t let one of those homes be yours! At a recent NAPO-GPC* meeting, pest expert Dr. Dion Lerman shared tips on how to prevent, eliminate and clean up after those little rodents.  Here are answers to questions you might not have known you had:

Are mice a health concern?

  • Mice are a health concern because they contribute to allergies and asthma
  • 83% of all homes contain mice allergens; 95% of low-income homes
  • The allergens are found in their urine

How do the rascals get in?

  • Under doors if there is a gap that is ¼” high (if a pencil can fit under a door, a mouse can fit)
  • Through holes in the exterior of the house (if a hole is the size of a dime, a mouse can fit)
  • Inside in corners, floors, closets, basements, openings around pipes, etc.

Where in the house do the critters live?

  • Mice generally nest 30 to 50 feet from food and water
  • They can live in wall voids, cabinets, under sinks, attics, basements, sheds … you name it
  • You can detect them by their droppings (or by the behavior of your pets)

How can one prevent them from coming in?

  • Install door sweeps on doors with gaps
  • Stuff openings with steel wool or copper pot-scrubbers as tightly as possible and seal with silicone caulk
  • Eliminate accessible food and water
  • Keep the home clean and decluttered
  • Use plastic bins with snap lids for storage (bins containerize items and makes clean up easier, should they enter)

What’s the best way to get rid of mice?

  • Use snap traps with peanut butter as bate
  • If successful, wear rubber/nitrile gloves, put dead mouse in resealable bag, then in plastic grocery bag and put in trash.  Disinfect surrounding area and trap if you want to reuse it.
  • Do NOT use poison in the house!  Avoid sticky pads.

What’s the best way to safely clean up after the critters?

  • Wear rubber/nitrile gloves, mist mouse droppings and urine with a 1:10 solution of water and bleach; let soak for five minutes
  • Wipe up with paper towels and dispose of them
  • Wipe again with a disinfectant or bleach solution

As with most things in life, an ounce of prevention is worth a pound of cure.

Author: Robin StankowskiHome Office Organizing Paper Project Management Time Management Tips

Keeping track of your To-Do’s

Remember the Trapper Keeper days? And the 5-subject notebook? We all used them as students but why don’t we use them today? The concept is still the same, it’s just the subjects have changed.

To-Do’s: Instead of subject, separate your to do’s into broad categories (personal, business, church for example). Use a 3 or 5 subject notebook as your one place to store it all. Create a system to prioritize like highlighting or numbering. Don’t forget about those to do’s that you keep putting off. Mix these in with some of your urgent ones.

Projects vs. To Do’s: There is a difference. Projects are made up of a lot of to do’s. That’s why a project can seem so overwhelming and never gets done. Break up that project and add those to do’s to your list.

Notebook vs. Stickies: Is your desk or computer overrun by sticky notes? Use the divided notebooks to keep track of your to do’s/ideas/projects. Stickies should be used temporarily. Regularly transfer that information to the appropriate section of the notebook.  

There is no one way to keep track of your to do’s. Build upon the systems that are currently working for you. But take it one task at a time and be patient. Conquer a couple each day or set a time limit. And in today’s digital era, sometimes a good old notebook will do just fine. Just be sure that you don’t lose it because you can’t back it up!