Scan or upload documents. Index documents (gets easier over time as the system learns). Retrieve documents. Really as simple as that. I always just stuff the scanned paper documents into a folder with the scan date so I can find them again, if necessary. Important stuff where the paper copy is actually relevant, like contracts, are still stored in indexed folders but most of the stuff basically just goes in a big pile. I could probably throw away 90% of paper documents, but I’m too lazy to pick out the ones I need to keep.
What’s everyone’s workflows with these systems? Do you catalog both physical and digital documents? Where do you store the documents?
Both. For physical documents, you add an ASN and store the document in a binder in ASN order.
Scan or upload documents. Index documents (gets easier over time as the system learns). Retrieve documents. Really as simple as that. I always just stuff the scanned paper documents into a folder with the scan date so I can find them again, if necessary. Important stuff where the paper copy is actually relevant, like contracts, are still stored in indexed folders but most of the stuff basically just goes in a big pile. I could probably throw away 90% of paper documents, but I’m too lazy to pick out the ones I need to keep.