Going Paperless: Start to Finish

Course details

Go paperless! Reduce your paper use and make sure all of the information you need is immediately available via a smartphone, tablet, or desktop computer. Suzanna Kaye outlines new ways of thinking about the information you print and save, shows how to handle papers until they are scanned, and introduces the software and apps you can use to manage your information and keep it secure.

Then explore password management and how to manage paperless lists, notes, calendars, and contacts. The course also covers electronic file and document storage, including how to scan paperwork into various e-friendly formats. Last, Suzanna shares some smart strategies for reducing incoming papers and keeping your email inbox organized.

Learning objectives
Name three tools that are useful in protecting data.
Explain the best practices for securing data.
Organize information using cloud storage, photo albums, bookmarks, and email.
Use effective file names to improve storage systems.
Analyze the money-saving benefits of PDF printers.
List several features found in a calendar app.
Identify the two primary list types.

Concepts

0. Introduction

01 - Welcome
02 - Why go paperless, and best practices
03 - Using the exercise files

1. Backing Up and Maintaining Your Information

04 - Understanding backups and redundancy
05 - Using Acronis Backup software
06 - Techniques for purging and archiving

2. Password Management

07 - Password concepts
08 - Creating memorable complex passwords
09 - Using LastPass password software

3. Managing Incoming Papers

10 - Creating a paper-retention policy
11 - Creating a physical-paper storage policy
12 - Creating a scanned-paper storage policy
13 - Setting up your paper-management system
14 - Setting up and using an action file
15 - Stopping unwanted junk mail

4. File and Document Storage

16 - Organizing and naming virtual files
17 - Using Dropbox for online storage

5. Scanning

18 - Choosing and using a desktop scanner
19 - Understanding scan settings
20 - Using PDF printers
21 - Using PDF scanner mobile apps

6. Calendars

22 - Understanding virtual calendar concepts and features
23 - Creating an event in iPhone Calendar
24 - Creating an event in Android Calendar
25 - Using the Week Calendar app

7. Contacts

26 - Managing contacts
27 - Adding contacts in iPhone Contacts
28 - Adding contacts in Android Contacts

8. Managing To-Do Lists and Other Kinds of Lists

29 - List types, uses, and structures
30 - Using the Clear list app
31 - Using the Remember the Milk app for task management

9. Saving Notes

32 - Understanding notes and how to store them
33 - Using Evernote to save and retrieve information

10. Organizing Bookmarks and Email

34 - Internet bookmarks and shortcuts in Google Chrome
35 - Organizing email using Gmail
36 - Setting up email filters in Gmail
37 - Flagging emails in Gmail

Conclusion

38 - Paperless review
39 - Next steps