Friday, January 17, 2014

Tips For Transitioning To A Paperless Office

By Loris F. Anders


Many offices go through reams of paper daily. By switching to a paperless office it is possible to help in preserving natural resources used to create paper. Additionally, the move is often money saving as the need for paper, toner and ink are reduced greatly or eliminated.

One of the ways to make the reduction is to start sharing memos and documents electronically. Programs allow employees to all have input with ideas. Documents that must be sent to other companies are saved as locked PDF files to ensure they are not changed.

You can reduce the amount of paper that comes into the business through the mail. Switch to electronic bank statements and online billing. Reduce the paper used for checks by paying invoices electronically. Use direct deposit for employee paychecks.

Store files electronically. The more the business does this, the easier it becomes. If older files must be accessed regularly, consider scanning them for permanent storage. If they are not accessed regularly, consider storing them offsite until no longer needed.

Eliminate the need to print and fax documents with an online fax service. Such services send incoming faxes directly to the employee's email inbox, where they can then be saved to the appropriate file. Enable each employee to digitally sign any outgoing faxes.

For group presentations choose programs that allow the presentation slides to be stored directly to participant's computers instead of needing to prepare large paper documents. Such information is more likely to be accessible when needed. In addition, some programs allow participants to take notes on slides with a smart phone or tablet.

In preparation for the change, be sure the data is regularly backed up. While most locations are already taking care of electronic media in this way, be sure to check. Work with your IT department to ensure the plan is in effect before the planned date for the switch. Ensure preparations have been made before the change.

While you can greatly reduce the paper used, you may still find a few items that cannot be stored electronically. For example, you will want to keep track of original notarized documents that may be important. However, you can eliminate much of the waste associated with doing business and conserve many natural resources by implementing a recycling plan.

A paperless office is a great goal for many businesses. Once you have a plan and the necessary software, set a date to implement the changes. Once employees make the change, most will appreciate the convenience electronic files provide.




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