Paperless Sounds Good and Is Almost Possible
June 13, 2009 2 Comments
For about a year now I’ve been using a remarkable tool for paperless research, writing, record storage and dog grooming (well, maybe not dog grooming). It’s the Fujitsu ScanSnap S510. And I like it for lots of reasons that may strike a chord with you.
- It’s compact, with a footprint of 5.5″ x 11.5″ and a height of about 7″, until the feeder tray is opened (at which point it grows about 4 inches taller).
- It plugs into the USB port on my laptop (or USB hub connected to my laptop), allowing all scans to slip easily into electronic nirvana.
- It feeds standard-size documents and scans both sides on one pass. This is not a flatbed scanner. You load the document into it the same way you do with a FAX machine. A multi-page document can be loaded all at once and scanned as a single file.
- The software that comes with the S510 allows me to save my scanned files as PDF documents.
- It plays nicely with Apple.
- It replaces my FAX machine because I can now scan any document, save it as a PDF (or other) file, and send it as an attachment by email. So it saves space in my office by performing multiple functions and replacing other single-function devices.
I’ve used the ScanSnap S510 to:
- return documents with my signature;
- retain copies of receipts and other documents for tax purposes;
- save typed manuscripts and student papers that include detailed comments I’ve written in margins;
- store photocopied material on my computer;
- prepare for writing and research to do while traveling;
- streamline paper files (and piles).
Because my work involves payment for speaking engagements and author consulting, I often have to complete and sign documents that are then filed with the IRS by the individual or agency paying for the service. The forms can be sent to me for my signature, then signed, scanned and returned to the sender. The sender has what he needs for his records, and I have a copy in my electronic files.
Copies of all writing contracts can now be kept on my laptop. This is helpful when I need to refer to these documents to recall terms of publication years after a book or article has been published.
Now I can scan all paperwork needed to complete my tax return each year: receipts, IRS forms, templates used by my tax accountant, even copies of all past returns.
My setup for 2009 begins with a folder on my computer labeled “2009 Taxes.” This folder is subdivided with folders for different kinds of deductible expenses. Individual receipts are scanned, labeled, and filed into these folders. When it’s time to prepare my return for 2009, I just pull everything from these virtual folders. (My tax accountant tells me that most docs that would be needed for an audit can be submitted to the IRS electronically. If they’re stored that way from the outset, it’s ready to go—just in case.)
Marked Manuscripts and Student Papers
I often read manuscripts for other writers and write comments in the margins. Sometimes this is at the request of a publisher. Other times it’s for the author. With the ScanSnap S510 feed scanner, I can keep copies of anything that might be useful to me later. I feel more comfortable writing detailed comments knowing that the ideas I share are permanently captured for future reference.
I find this also works well when marking papers for students. For smaller classes I have more time for more detailed evaluation. I can scan papers that I load up with comments. That way, I have a permanent record of the basis for any grade I assign, and whatever remarks I’ve made in the margins that might be useful in my teaching and other work. Sometimes I scan only select pages.
No More Photocopies
While I haven’t completely eliminated photocopies, I have streamlined my files with electronic versions of photocopied material using the scanner. This makes it easier to find the material when I need it, and have it close to hand rather than at the bottom of some pile or in a file cabinet. When scanning a document, I can assign key words to facilitate searches for that document on my computer. (This is important when scanning and filing handwritten documents.)
Research and Writing on the Road
I’ve found a number of ways to minimize the ordeal of traveling while keeping up with my research and writing. One is to carry fewer books. With my Kindle I can carry a whole library within the compass of a single slender and light-weight volume. My iPhone 3G is equipped to do internet research and gives me access to several specialized applications for the iPhone that help with productivity. With the ScanSnap 510 I’m able to scan papers and documents needed to carry on my research while on the road. Rather than pack a hard copy of some journal article I plan to study, I can now scan the article into my laptop. This takes no more than a few seconds.
From Piling to Filing
The sheer volume of papers I manage for speaking and writing projects can be overwhelming. Paper files are large and unwieldy. With this scanner I can quickly get stacks of paper off my desk (and floor) and into a codifed electronic form. I find that this step of scanning material I may want for future reference helps me winnow the chaff and store only what is truly worthwhile.
For effective winnowing, I often ask myself, “If I trash this item, and I need it later, will I be able to get my hands on it without actually having it take up space in my own files?” It’s amazing how often the answer is yes. (And I usually know the answer sooner than it would take me to utter the question out loud.) I can always create a note for abandoned items using utility software for this purpose. Or I can scan a handwritten note about items I’m tossing, and keep the note where I’ll find it later if needed. The note will lead me to the original material.
Clearing the Decks
One of the best uses of the S510 I’ve found is to scan all of my handwritten pages of “To Do” lists and miscellaneous—and yes, random—ideas. My habit of writing things down quickly leads to piles of handwritten notes. Some pages are dedicated to special topics or projects. Others are simply lists of things to do. And some are a hodge-podge of unrelated items that have fallen onto the page in a meandering stream of consciousness. Over time they pile up. And knowing where to file them has always been a conundrum. Not anymore. The least I can do is get them off my desk and into an electronic format, filed away in a folder of dated items of that sort. I may never return to them, but I know where they are. So this is now something I do periodically when the stack obstructs my vision.
Note: This hack works well in combination with writing, research, productivity, and database software I use: Things, Scrivener, MacJournal, and OmniOutliner. PDF documents can be dropped into files created with these applications. That goes for PDF documents produced using the ScanSnap S510.
Share your ideas about how you streamline productivity, or leave a brief review of the tools I’ve mentioned in this post.