@@SeanDillman Do you still use file explorer as your defult manager? Even though you have boughten a secoundary Man.agement software in order to organize everything in your everyday life.
Hi@@DanielBrosman08211986. Yes I do. I appreciate that file explorer is not the best software in the world for keeping things organized, but I suppose the trade-off is that I know that it will be stable and relatively unchanged for my lifetime. I would use third party software to organize documents, but I'm afraid that it may add complexity, instead of reducing it, and that the software maker may disappear someday and then my system would be in jeopardy. There are always trade offs it seems.
Hi there. There are many different kinds of scanners and software that can do this but my preference is ScanSnap desktop scanners which use the ScanSnap Home software. I have many different videos on ScanSnap scanners including the iX1600 and iX1300, as well as videos on the ScanSnap Home software. Please take a look at them if you want more information. 😊
Watch this video first! If you want to start or have started your transition to a paperless home or office, this is the best presentation I have seen on the topic. I am not new to this effort, and I learned a great deal. File and folder naming conventions, storage of scanned paper after scanning, work flow, he covers it all.
I went through the paperless transition a few years ago. With *rare* exception, I don't keep any of the documents that I have scanned. They go directly from the out-feed tray of the scanner into the in-feed of my shredder. There are only a tiny handful of documents for which original paper copies are needed. For example, I have the original of my car title, birth certificate, etc. However, my accountant assures me that in terms of financial documents, scanned copies are entirely acceptable to the IRS, so all financial and tax documents are kept digitally with any paper originals shredded. I did make very sure to have multiple backups of my scanned documents, stored both locally and in an encrypted cloud backup. I also take periodic backup snapshots that are saved onto hard drives that are then stored offsite.
Hi Mike. That sounds like a great system, and I love your redundant backups. For the most part, I totally agree that most kinds of documents can be shredded after they are scanned. For me, because I have found over the years that I occasionally want the original of a document, I find that it works to simply keep everything without spending time to organize it, short of keeping all loose documents for a given year together. Kudos to you. I'm always happy to hear organizational success stories! 🏆
Haha. Brilliant comment James! I completely agree! Better late than never. It also reminds me of Rocky IV. “If I can change and you can change, everybody can change. “ Not exactly the same but it's in the ballpark.😊
Can you add tags to PDF file format ? I use JPG format to scan receipt and business card because it can write tags into the metadata. Then using software like Digikam or Adobe Bridge to search by keywords.
Hi Hendra. Yes indeed. I add tags to my PDF files within the ScanSnap Home software. I'm also a big fan of Adobe products. I've never used Adobe Bridge but I've heard many good things about it. It seems that Adobe Bridge manages all kinds of digital assets. I would hope that this would include PDF files given that the PDF format originated with Adobe. Have you tried tagging PDFs in Adobe Bridge? Happy New Year. 🙂🎇
I am a caregiver, POA, Rep Payee, for my mother and the executor for my father’s estate. As you can guess the paper-monster in my house is overwhelming to say the least. Thank you for these pointers. I am putting them into practice as we speak.
Hi Phyllis. I have worked with many clients who were working in those roles (people acting under Powers of Attorney and executors). Those are big jobs indeed and they do generate a lot of paperwork. You are most welcome for the pointers. I hope that they will indeed help you out. Given that it sounds like you may also need to engage with legal counsel every so often, you may also find my video about working with lawyers to be helpful. Here is the link: ruclips.net/video/FckHczj0zwA/видео.html
This is great. As far as scanning photos, the professional photo scanning companies do not scan at the highest resolution. I would search this out. Also, TIF is the best if you are preserving longterm (forever). It is what is called lossless. =)
I'm glad to hear it Pamela. It's an eternal struggle. I suppose that one day, everything may go entirely digital, but until that happens, we all still need a way to manage our paper. 🙂
I bought this Fujitsu iX1600 scanner form Amazon. I was looking tutorials instructing me how to scan documents and your tutorials are the best. It was easily presented with step by step. Thank you kindly, Sir.
You are most welcome Michael. Congrats on getting the iX1600. I absolutely love mine, which is probably why I made so many videos about it. I'm glad that you liked my presentation style. Thank you so much for your comment. You made my day. 😊👍
@@SeanDillman Your iX1600 could recognize the date in the invoice and rename the pdf automatically? If it's true, This will save my life and I will finally buy it.
Thank you so much Cheryl. That is exactly what I was hoping to convey. I really value your feedback and appreciate the encouraging words. You've lifted my spirits and brought a big smile to my face. Happy holidays. :-)
Hi Sean! Thank you for the great information! I am specifically looking for information on ScanSnap Home vs ScanSnap Organizer that I have used for many years. I will look through your other videos. 🙂
I’m attempting to scan documents and receipts so that I can get rid of paper clutter. Is it necessary to still store the paper documents even if their scanned?
Hi Stanzi. Thank you for the question. I would say that it depends on the documents. If you are scanning documents and receipts that are 'run of the mill' like receipts from stores and banking documents (ones that are not 'originals' and which you could always request from your bank if you ever wanted to have copies again), you could likely scan those documents. not keep the paper documents at all. and you would probably be fine. However, if the documents you are scanning are originals that have value in and of themselves (like an original will, deed of title, certificate of birth, or other types of documents), I would say that the are fine to scan but that you should keep the originals too. Can you tell me, what kind of documents and receipts will you be scanning? If you have any doubt, I would recommend that you keep them for at least 7 years. By labelling your storage container with '2022', it will be obvious when 2029 rolls around that it has been 7 years and that you can likely discard them.
Hi Salem. Wow. Thank you so much my friend. That is one of the nicest comments I've ever received. I'm not sure if you can give me 1,000 likes but if you'd like to put the first comment on my new welcome video, I would be grateful. I just posted it. Here is the link: ruclips.net/video/ZMTXs_QGlMc/видео.html 🙂
What about books and magazines of all different sizes, and a big map. I know you can take pictures of them, but there are a couple scanners, perhaps you can't get yet, that make the process way faster, like this one ruclips.net/video/tCOXC5PTJj8/видео.html Also, can you get a printer/copier/scanner with an ATTACHMENT that has feeds for different sizes of piece of paper, receipts, etc. There is a difference between scanning and taking a picture of a piece of paper isn't there, scanning has more detail, better resolution.
Hi there. Thank you for your comments. 🙂 For those kinds of applications, I would suggest an overhead scanner like the Fujitsu ScanSnap SV600. Here is a link to one on Amazon: amzn.to/3y0PE9n. It can scan maps, books, magazines, newspapers, and even 3D objects. The scanner uses advanced imaging technology to capture detailed images of your items without damaging or distorting them. I'm not sure about a printer/copier/scanner with an attachment for different sizes of papers. Most of the scanners I've used have little guides that are adjustable for different dimensions.
You are most welcome Jide! I'm glad that I could help. If you're interested, I recently posted a video that explains what my channel is all about: ruclips.net/video/ZMTXs_QGlMc/видео.html Thanks Jide. 🙂
I am in on this method. I must still learn to use my Fuj IX -1500 and the Scansnap software and system. I will be visiting your website as well as using your Amazon link. Thanks, and good luck.
Thank you very much. I appreciate it. Since you are in real estate, please also take a look at my video entitled "How to Hire A Lawyer & Get Great Results".(ruclips.net/video/FckHczj0zwA/видео.html). I am guessing that most of your clients will need lawyers for their real estate transactions, and you may also agree with many of my points on how you would like your clients to work with you. 😊 All the best. 👍
I know you said these things are beyond the scope of this video but maybe you have videos about them. or can comment here Do you feel it is safe to upload things like bank statements to the cloud, or should they be stored locally? If stored locally, how do you recommend doing it to protect from data loss?
Hi Marva. Please excuse my delay in getting back to you. I believe that OCR is automatically activated. If you'd like more information, I included a response to your question in a new Q&A video that I made today. Please take a look. Here is the link: ruclips.net/video/iaHO51eywcM/видео.html. I address your question at the 23:33 point.
HELP For the life of me I cannot figure out how to do anything with receipts I've scanned. I previously had the Neat Scanner and it was a no brainer setting up for reports etc. I'm going nuts here.
Hi Lynne. You're in the right place. What is your current setup? Do you still have the Neat Scanner? Also, are we talking about receipts for personal use? Is this for business purposes?
NO "Background Music"...! (If you "Intend to TEACH")! If you "Intend to "Entertain"...Add ALL the "Sound-Effects-Layering" you (as the "Producer" would like)... As a "Listener / Viewer"..."Intent on Hearing / Listening to your Content"... NO MUSIC...AT ALL! ..."by Way of Suggestion, Of Course"!... If you "Want"..."Subscribers"...(and not "Just-Viewers")...!
Thank you Jed. I appreciate your feedback. Unfortunately I can't do anything to change the music now. I'll keep your comments in mind for future videos. 😊👍
I bought a Futitsu iX1600 about 5 months ago and have never used it becaue I found it too confusing to start. I really learned alot and look forward to learning more from you! Thank you
Hi Carla. Congratulations on buying an iX1600. Even if you haven’t used it, you are fortunately in possession of a very useful product. I think it is an incredible machine and it will come in handy for you in so many ways. As for it being confusing to start, I can understand that. Hopefully my videos will help. If you have any specific questions, please just let me know. I’m happy to help. Happy New Year! 🙂🎆
But do we even need to keep the originals of most things if they're digitized? Obviously yes for things like birth certificates and vital records but bills and receipts? I feel like you can throw those away after digitizing right?
Hi Lilly. For the most part I would say 'right', but it's ultimately your call. I would say that it depends on the documents. If you are scanning documents and receipts that are 'run of the mill' like receipts from stores and banking documents (ones that are not 'originals' and which you could always request from your bank if you ever wanted to have copies again), you could likely scan those documents. not keep the paper documents at all, and you would probably be fine. However, if the documents you are scanning are originals that have value in and of themselves (like ones that you mention such as an original will, deed of title, certificate of birth, or other types of documents), I would say that the are fine to scan but that you should of course keep the originals too. If you have any doubt about whether you should keep a document, I would recommend that you keep it for at least 7 years (the maximum length of time used by the IRS for some claims).
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Thanks Sean, informative video. I have been putting it off for years, not knowing how to file the PDF's so I could find them. You have inspired me to scan my receipts and I'll be using your method to organize them.
Hi Sean, thank you for outlining your process for a paperless office! This helps indeed to get a clear vision and best practise of how to organise everything easily 👌 I'm also interested which scanner fits best to my needs, and so I will hava a look to your other videos as well, so pl.s provide us all with mor content regarding the paperless office. All the best, J.
You are most welcome Jörg. If you want a good scanner, I think you can’t go wrong with something from the ScanSnap line. I will do my best to provide more content on running a paperless office. If you want to check out my video series entitled ‘Lawyer Tech Course’, it contains many of my best practices, and although I designed it for lawyers, it can benefit anyone. 👍
Loved this. Inspirational, and I am picking up one of these rapid scanners TO-DAY at staples. No more hesitation. By seeing the video, it reinforced this great decision to go digital.
That is so amazing! I'm glad that I could inspire you do get on it! Staples has everything a person needs, the scanners, document holders, boxes, markers, labels, etc. etc. I hope the video is helping you be the best notary you can be! 😊
Thank you very much Rob. I really appreciate that. I agree. This is content that is often overlooked but I think that it's important to give attention to these things. Yes indeed. Please stay tuned for future content. =)
Hi Sean! This is a great video! I have been struggling with paperwork and you have provided such clarity and great suggestions that I will be using in my quest to clean up all my paperwork clutter. I am looking forward to viewing more of your videos. Thank you!
Your videos are great! Very through. I've been a paper junkie forever and I'm trying to begin to break old habits. Now, it's an old dog, new tricks learning time. Just getting started with a ScanSnap ix1600. So, when scanning years of paper receipts, to enable OCR do I just click the "Option" button under File format & then check output mode "box" for "PDA/A1-b" to make all receipts scans in small batches OCR? Will this setting then remain permanent from batch to batch & day to day until manually changed in the future if needed? Also, it seems that type of document on receipts defaults to "personal", however, can that be overridden to default to "business?" Otherwise, it's appears to me that every "business" receipt will need to be changed one at a time. Finally, if I add one or more tags to receipts, other documents, business cards, photos, etc, then how do I "find" all receipts, other documents, business cards, photos etc identified with a particular tag or tags? Thank you in advance Sean!
Hi Jim. Please excuse the delay in my response. Did you end up getting these issues resolved? If not, would you like to send me an email? I could put you in touch with someone who works in support at the company who can ideally answer all your questions. 😊
Great video! I tried to find your template on your downloads page of your website but I did not see it. Is it somewhere else? Can I get the pw for the i1600 guide?
I own an IT business and recommend different types of equipment. Even though I use the Fujitsu brand for very few things, you can't beat their scanners.
I'm glad that you think so Jack. As the owner of your own IT business, you would know! I totally agree. The Fujitsu brand (which is now Ricoh) is fantastic. I think that they are the best scanners on the market hands down.
You are most welcome Lloyd. Thank you for commenting. I'm glad to hear that you'll be putting your iX1600 to its full potential. It's a great way to start 2024. 😊
I have so many boxes of documents I want to throw away but I need to scan them first. Unfortunately, almost all of these documents are some sort of statement with credit card receipts attached to them for reconciliation or expense reports with the physical receipts attached to them as well. Is there a scanner that can help me with scanning these documents if not by year as a batch, at least by individual statement or expense report in a multiple page feed to one PDF file without having to go back and forth between different scanners and files? I just went through 50 piles of documents avoiding the piles that have statements with receipts attached and just that took me 5 days. Looking at the rest of this it will take me years.
Hi Curt. I am a big fan of the ScanSnap series of scanners. I would look at the ScanSnap iX1600. I have lots of videos on this scanner. I assume when you say that the statements have receipts attached to them, you mean that they are stapled to them, which can be a pain, because of course you will need to take the staples out before you can scan them. You may also want to look at the iX1300 depending on your needs, because it has a very handy front return scanner which can make for really fast scanning of receipts. Again, check out my video in which I review this scanner. I hope that this helps. 😊👍
@@SeanDillman Thank you, I will look at your iX videos. Yes, the receipts are stapled to the statements but that isn't the biggest problem. It is how do I scan all the pieces in a single feed stack to the same pdf file and not trying to piece various scans together. And then there are also some statements that have double sided information too. My scanner can handle that currently but not also with the thin paper of receipts and their narrow width.
Hi Igor. I was using a ScanSnap iX1600 in the video. 😊👍 amzn.to/4cxq9hW If you are interested in an opportunity to win one, sign up to my email list (www.seandillman.com) and I will soon be announcing a free giveaway to win a brand new iX1600.
Hi there. Absolutely. If you are happy with the quality of the photos, if they show all of the information on the documents, and if you have a good way to organize the images, you can definitely use your phone to take pictures of your documents. I have a few friends who use their phones to scan their receipts into accounting software like Xero and my understanding is that it works very well for them. 👍
Thank you-your video really helped with logistics and the human side of getting started with a personal system of scanning. I have a Fuji 1600 that I have to do a work-around to use with FileCenter Pro DMS because Fuji 1600 doesn’t have a Twain driver. Although it scans well, it’s very confusing to work with. It would be nice to get your template as a guide to help me get organized. Thanks again, Jan
Hi Juan. You are most welcome. Thank you for emailing me for the template password. I hope that you have found it to be helpful. I wish that I could be more helpful with FileCenter Pro but, as I mentioned, I’ve never used it before. Happy New Year! 🎆
I'm really glad to hear that! That is exactly what I was going for. Thank you for letting me know. 😊 If you haven't already, check out my new video on using a standing workstation: ruclips.net/video/vZVxXfYR16I/видео.html. It feels really good when things comes together with being organized and productive. 👍
Because this way you have digital copies that you can easily file and locate on digital devices, including on any personal computers, laptops, tablets, smartphones, etc. I can't tell you how many times I have been out of the house, or away on vacation, and I need a copy of a document, and I'm so glad that I have the digital copy available through the cloud on my phone. As for the digital copies, it doesn't come up as often, but I do occasionally realize that I want or need an original document, and I in those situations I'm glad that I still have it and that I didn't throw it away. 😊👍
Many thermal receipts can be brought to life by using a hair dryer and they heat sometimes brings it back. I followed all the steps to get your document template but it says to email you and I can't figure out where your email is.
Oh wow Deanna! Thank you so much. That is brilliant! I had never thought to try that before. I will have to test it out. If a receipt is already faded, there is no harm in trying. Thank you so much for sharing such a great tip. Is this something that comes up often for you? 🙂
@@SeanDillman Yes, most receipts are used on thermal paper now so I have lots that have faded. BTW, I want to download your template and have taken all the steps except to email you for a password but can't find your email?
Hi there. As I mention in the video, I do this for purposes of redundancy. I'm a lawyer by profession, and one can never know precisely when a document may be needed in the future, so to err on the side of caution, I keep my documents for a certain period of time (usually about 7 years which is the longest period of time suggested by the Internal Revenue Service, and a safe period of time). If you find that you absolutely know that you will not need a document after you have scanned it, you may feel comfortable in discarding it immediately; however, if you are at all uncertain, I would recommend holding onto it for a while. 😊👍
Thank you for the reply and explanation. I remember you mentioned the 7 years (seemed like that was tax related) but I missed the rest of what you referenced in your reply. Thanks again. It was very helpful.
Hi Jack. Yes indeed. The scanner I use in this video has anti-skewing. Here is a link to my review video if you're interested: ruclips.net/video/Po4klbKyRVI/видео.html 🙂
I have a ScanSnap ix500. I am interested in your download for organizing. Hope I can do it with this scanner. Your process seems straightforward and easy!
Hi Sonia. My process will definitely work with the iX500. I think that I have a good process and it works well for me. I hope that it will work well for you too. 😊
You are most welcome Angela. Thank you for letting me know that you find it to be helpful. If there is anything I can help with, please just let me know. 🙂
I have been scanning all my documents for years and have had a difficult time trying to find things using windows search as you have done in the video. I went through my documents and found that some of them were not OCR'd, I then OCRd's them and windows 11 search still does not find anything I search for Is there a setting you need to change to enable to search within pdf?
Hi Geri. I'm sorry to hear that the search isn't picking up the information. Will you try these steps for me? 1. Hold the Windows Logo key and press the "E" key to open a new File Explorer window. 2. Click where it says "View" 3. Click where it says "Options" 4. In the new window, click where it says "Search" 5. Can you tell me, do you have a checkmark in the box next to "Include system directories"? 6. Can you also tell me, do you also have a checkmark in the box next to "Always search file names and contents (this might take several minutes)"? If you don't have checkmarks in these boxes, can you try to check them and try a test search?
@@SeanDillman I figured it out. I had to go into the registry and change the pdf to "reader search handler". Now it finds everything. Thanks for you assistance.
Hi Will. It depends on what you'll be using the file for. I talk about this at length in my 'Lawyer Tech Course Video'. Here is a link that will take you directly to the relevant section (ruclips.net/video/mC0F4csBj1c/видео.html). Basically, I distinguish between Internal Use naming conventions (files that are for the eyes of me and/or my staff only) and External Use naming conventions (documents that I want to be presentable because others may see them). Please take a look at the video and let me know if you have any other questions. 🙂
Sean, does this connect directly to my computer or will I need to use a thumb drive to connect to my laptop? And is the FUJITSU SCANSNAP iX1300 still the one you recommend? The one in the video looks different than the one listed in your comments.
Hi MIG. The scanner will connect directly to your laptop. There are a few different scanners that I use, depending on what I am doing. The main ones I use are the ScanSnap iX1300 and the ScanSnap iX1600. Please take a look at my review videos for each to see what is different about them and determine which may be better for your needs. =)
To search through your documents, do you have to have them saved to Scansnap? If I want to have my documents searchable but saved on an external hard drive, what is that best way to go about that? Thank you!
Hi Kari. I do it the way you described. I scan them using the ScanSnap and make sure that OCR (optical character recognition) is turned on when they are scanned so that I can search the contents from Windows explorer. I have my documents saved to the cloud and on external hard drives as well for redundancy. 😁
@@SeanDillman so do you have the settings in ScanSnap set up to save to your external drive or the cloud, or do they go to the default first (which I believe is a scansnap file)? And then you back up your scan snap files to the cloud and external hard drives? If I'm understanding correctly, I could skip saving it to my computer all together, save it to the external and still be able to search the document. Is that correct?
Hi @@karihigley6093. I have it set to scan to my local hard drive which is also connected to my Microsoft OneDrive account, so as soon as I scan something, either as a PDF or JPG file, it is automatically uploaded to my cloud drive too. I later manually copy-and-paste my files to external hard drives to back them up there. If you were to hook up an external drive, and then set your scan destination folder to that external drive, it is true that you would not need to save it to a local drive on your computer; however, please keep in mind that an external drive cannot be attached directly to the scanner so when using a ScanSnap scanner, you must be running Windows or Mac. There are other scanners on the market that can scan directly to external drives but I haven't gotten into those yet. 😊
I am just beginning my journey of sorting and filing my documents. Some go back years and they are important to keep them. The veterans administration loses everything so I have to keep those files. Should I take a class and is there such a thing? how do I find a class that teaches a filing system or digital or scanning documents? What is the latest technology for recordkeeping?
You are most welcome. Thank you Sandra. I very much appreciate it. My system works well for me, and many people tell me that it works well for them too. 😊👍
Motivating video to get organised. I started making the transition over in the past 6 months. I found it interesting that ScanSnap named the file based on data on your receipt. Is this function only for receipts?
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This video was God sent to my home feed. Honestly, I can’t stress how helpful it is. Thorough, informative, & organized!!!!!!! I am beyond thankful.
Thank you Monica. That is so wonderful. I really appreciate it. Your comment is absolutely making my day. 🙂
@@SeanDillman Do you still use file explorer as your defult manager? Even though you have boughten a secoundary Man.agement software in order to organize everything in your everyday life.
Hi@@DanielBrosman08211986. Yes I do. I appreciate that file explorer is not the best software in the world for keeping things organized, but I suppose the trade-off is that I know that it will be stable and relatively unchanged for my lifetime. I would use third party software to organize documents, but I'm afraid that it may add complexity, instead of reducing it, and that the software maker may disappear someday and then my system would be in jeopardy. There are always trade offs it seems.
What scanner software will recognize the vendor on a receipt and name the PDFs with that name accordingly, like you show in your video? Thanks!
Hi there. There are many different kinds of scanners and software that can do this but my preference is ScanSnap desktop scanners which use the ScanSnap Home software. I have many different videos on ScanSnap scanners including the iX1600 and iX1300, as well as videos on the ScanSnap Home software. Please take a look at them if you want more information. 😊
Watch this video first! If you want to start or have started your transition to a paperless home or office, this is the best presentation I have seen on the topic. I am not new to this effort, and I learned a great deal. File and folder naming conventions, storage of scanned paper after scanning, work flow, he covers it all.
Thank you Mark. I'm really glad that you think so and really appreciate the feedback. All the best. 😊👍
I went through the paperless transition a few years ago. With *rare* exception, I don't keep any of the documents that I have scanned. They go directly from the out-feed tray of the scanner into the in-feed of my shredder. There are only a tiny handful of documents for which original paper copies are needed. For example, I have the original of my car title, birth certificate, etc. However, my accountant assures me that in terms of financial documents, scanned copies are entirely acceptable to the IRS, so all financial and tax documents are kept digitally with any paper originals shredded.
I did make very sure to have multiple backups of my scanned documents, stored both locally and in an encrypted cloud backup. I also take periodic backup snapshots that are saved onto hard drives that are then stored offsite.
Hi Mike. That sounds like a great system, and I love your redundant backups. For the most part, I totally agree that most kinds of documents can be shredded after they are scanned. For me, because I have found over the years that I occasionally want the original of a document, I find that it works to simply keep everything without spending time to organize it, short of keeping all loose documents for a given year together. Kudos to you. I'm always happy to hear organizational success stories! 🏆
You are READY, Mike. I love it! lol
I guess it's better late than never. This will make the next few years a lot easier than the last 77!
Haha. Brilliant comment James! I completely agree! Better late than never. It also reminds me of Rocky IV. “If I can change and you can change, everybody can change. “ Not exactly the same but it's in the ballpark.😊
Is this not the best comment on RUclips ever 🙂?
Can you add tags to PDF file format ?
I use JPG format to scan receipt and business card because it can write tags into the metadata. Then using software like Digikam or Adobe Bridge to search by keywords.
Hi Hendra. Yes indeed. I add tags to my PDF files within the ScanSnap Home software. I'm also a big fan of Adobe products. I've never used Adobe Bridge but I've heard many good things about it. It seems that Adobe Bridge manages all kinds of digital assets. I would hope that this would include PDF files given that the PDF format originated with Adobe. Have you tried tagging PDFs in Adobe Bridge?
Happy New Year. 🙂🎇
I am a caregiver, POA, Rep Payee, for my mother and the executor for my father’s estate. As you can guess the paper-monster in my house is overwhelming to say the least. Thank you for these pointers. I am putting them into practice as we speak.
Hi Phyllis. I have worked with many clients who were working in those roles (people acting under Powers of Attorney and executors). Those are big jobs indeed and they do generate a lot of paperwork. You are most welcome for the pointers. I hope that they will indeed help you out. Given that it sounds like you may also need to engage with legal counsel every so often, you may also find my video about working with lawyers to be helpful. Here is the link: ruclips.net/video/FckHczj0zwA/видео.html
This is great. As far as scanning photos, the professional photo scanning companies do not scan at the highest resolution. I would search this out. Also, TIF is the best if you are preserving longterm (forever). It is what is called lossless. =)
That's a great tip. That you for suggesting that. I will make a note to mention it in a future video! 😊👍
I can't wait to try to use the template. My husband says I'm a paper rat and I'm trying to get better organized.
I'm glad to hear it Pamela. It's an eternal struggle. I suppose that one day, everything may go entirely digital, but until that happens, we all still need a way to manage our paper. 🙂
I bought this Fujitsu iX1600 scanner form Amazon. I was looking tutorials instructing me how to scan documents and your tutorials are the best. It was easily presented with step by step. Thank you kindly, Sir.
You are most welcome Michael. Congrats on getting the iX1600. I absolutely love mine, which is probably why I made so many videos about it. I'm glad that you liked my presentation style. Thank you so much for your comment. You made my day. 😊👍
@@SeanDillman Your iX1600 could recognize the date in the invoice and rename the pdf automatically? If it's true, This will save my life and I will finally buy it.
Hi Sean - You're great at this - very thorough and yet very succinct ! You take a daunting subject and make it simple and clear! Thank you!
Thank you so much Cheryl. That is exactly what I was hoping to convey. I really value your feedback and appreciate the encouraging words. You've lifted my spirits and brought a big smile to my face. Happy holidays. :-)
@@SeanDillman Happy Holidays to you as well, Sean!
Hi Sean! Thank you for the great information! I am specifically looking for information on ScanSnap Home vs ScanSnap Organizer that I have used for many years. I will look through your other videos. 🙂
That sounds good Michelle. I am not sure about ScanSnap Organizer. I have only ever used ScanSnap Home.
I’m attempting to scan documents and receipts so that I can get rid of paper clutter. Is it necessary to still store the paper documents even if their scanned?
Hi Stanzi. Thank you for the question. I would say that it depends on the documents. If you are scanning documents and receipts that are 'run of the mill' like receipts from stores and banking documents (ones that are not 'originals' and which you could always request from your bank if you ever wanted to have copies again), you could likely scan those documents. not keep the paper documents at all. and you would probably be fine. However, if the documents you are scanning are originals that have value in and of themselves (like an original will, deed of title, certificate of birth, or other types of documents), I would say that the are fine to scan but that you should keep the originals too.
Can you tell me, what kind of documents and receipts will you be scanning? If you have any doubt, I would recommend that you keep them for at least 7 years. By labelling your storage container with '2022', it will be obvious when 2029 rolls around that it has been 7 years and that you can likely discard them.
How can I give you 1000 likes? 👍
Thank you ...
Hi Salem. Wow. Thank you so much my friend. That is one of the nicest comments I've ever received. I'm not sure if you can give me 1,000 likes but if you'd like to put the first comment on my new welcome video, I would be grateful. I just posted it. Here is the link: ruclips.net/video/ZMTXs_QGlMc/видео.html 🙂
Thanks Sean! I’m hella organized now
You best Tom. That sounds great. Keep in touch and let me know how it goes! =)
Thanks for sharing your best practices. I would love to download your template.
You are most welcome. You can find my template at www.seandillman.com/downloads. 🙂
What about books and magazines of all different sizes, and a big map. I know you can take pictures of them, but there are a couple scanners, perhaps you can't get yet, that make the process way faster, like this one
ruclips.net/video/tCOXC5PTJj8/видео.html
Also, can you get a printer/copier/scanner with an ATTACHMENT that has feeds for different sizes of piece of paper, receipts, etc. There is a difference between scanning and taking a picture of a piece of paper isn't there, scanning has more detail, better resolution.
Hi there. Thank you for your comments. 🙂 For those kinds of applications, I would suggest an overhead scanner like the Fujitsu ScanSnap SV600. Here is a link to one on Amazon: amzn.to/3y0PE9n. It can scan maps, books, magazines, newspapers, and even 3D objects. The scanner uses advanced imaging technology to capture detailed images of your items without damaging or distorting them.
I'm not sure about a printer/copier/scanner with an attachment for different sizes of papers. Most of the scanners I've used have little guides that are adjustable for different dimensions.
Thanks for the very useful information
You are most welcome Jide! I'm glad that I could help. If you're interested, I recently posted a video that explains what my channel is all about: ruclips.net/video/ZMTXs_QGlMc/видео.html Thanks Jide. 🙂
I am in on this method. I must still learn to use my Fuj IX -1500 and the Scansnap software and system. I will be visiting your website as well as using your Amazon link. Thanks, and good luck.
Thank you very much. I appreciate it. Since you are in real estate, please also take a look at my video entitled "How to Hire A Lawyer & Get Great Results".(ruclips.net/video/FckHczj0zwA/видео.html). I am guessing that most of your clients will need lawyers for their real estate transactions, and you may also agree with many of my points on how you would like your clients to work with you. 😊 All the best. 👍
Awsome video. I got the newest model Scansnap scanner and can‘t wait to get started using this video as a guide. Thanks so much. Harka.
If your approach can organize me, it'll be a sorry day for silverfish.
Hopefully they won't bug you anymore. 😅
I know you said these things are beyond the scope of this video but maybe you have videos about them. or can comment here
Do you feel it is safe to upload things like bank statements to the cloud, or should they be stored locally?
If stored locally, how do you recommend doing it to protect from data loss?
This is helpful! I have a new ScanSnap iX1600. Is OCR automatically activated? If not, how do I set up a new profile to include that? Thanks!
Hi Marva. Please excuse my delay in getting back to you. I believe that OCR is automatically activated. If you'd like more information, I included a response to your question in a new Q&A video that I made today. Please take a look. Here is the link: ruclips.net/video/iaHO51eywcM/видео.html. I address your question at the 23:33 point.
HELP For the life of me I cannot figure out how to do anything with receipts I've scanned. I previously had the Neat Scanner and it was a no brainer setting up for reports etc. I'm going nuts here.
Hi Lynne. You're in the right place. What is your current setup? Do you still have the Neat Scanner? Also, are we talking about receipts for personal use? Is this for business purposes?
NO "Background Music"...! (If you "Intend to TEACH")!
If you "Intend to "Entertain"...Add ALL the "Sound-Effects-Layering" you (as the "Producer" would like)...
As a "Listener / Viewer"..."Intent on Hearing / Listening to your Content"...
NO MUSIC...AT ALL!
..."by Way of Suggestion, Of Course"!...
If you "Want"..."Subscribers"...(and not "Just-Viewers")...!
Thank you Jed. I appreciate your feedback. Unfortunately I can't do anything to change the music now. I'll keep your comments in mind for future videos. 😊👍
Am here because i lied in a cv that i can use a fax machine and yeaap now i can use thank you very much😂😂😂😂
You are most welcome Nina. I'm glad that I could help. 😊
I bought a Futitsu iX1600 about 5 months ago and have never used it becaue I found it too confusing to start. I really learned alot and look forward to learning more from you! Thank you
Hi Carla. Congratulations on buying an iX1600. Even if you haven’t used it, you are fortunately in possession of a very useful product. I think it is an incredible machine and it will come in handy for you in so many ways. As for it being confusing to start, I can understand that. Hopefully my videos will help. If you have any specific questions, please just let me know. I’m happy to help. Happy New Year! 🙂🎆
This was AMAZINGLY clear and helpful!!! 👌🏽😁 Thank you!
You are most welcome Rachel! Thank you so much. I really appreciate it. Happy New Year. I hope that 2023 will be a great year for you! 🙂🎇
Thanks for the video, Sean, it's very informative.
But do we even need to keep the originals of most things if they're digitized? Obviously yes for things like birth certificates and vital records but bills and receipts? I feel like you can throw those away after digitizing right?
Hi Lilly. For the most part I would say 'right', but it's ultimately your call. I would say that it depends on the documents. If you are scanning documents and receipts that are 'run of the mill' like receipts from stores and banking documents (ones that are not 'originals' and which you could always request from your bank if you ever wanted to have copies again), you could likely scan those documents. not keep the paper documents at all, and you would probably be fine. However, if the documents you are scanning are originals that have value in and of themselves (like ones that you mention such as an original will, deed of title, certificate of birth, or other types of documents), I would say that the are fine to scan but that you should of course keep the originals too. If you have any doubt about whether you should keep a document, I would recommend that you keep it for at least 7 years (the maximum length of time used by the IRS for some claims).
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Thanks Sean, informative video. I have been putting it off for years, not knowing how to file the PDF's so I could find them.
You have inspired me to scan my receipts and I'll be using your method to organize them.
Very helpful suggestions, thank you.
Hi Sean, thank you for outlining your process for a paperless office! This helps indeed to get a clear vision and best practise of how to organise everything easily 👌 I'm also interested which scanner fits best to my needs, and so I will hava a look to your other videos as well, so pl.s provide us all with mor content regarding the paperless office. All the best, J.
You are most welcome Jörg. If you want a good scanner, I think you can’t go wrong with something from the ScanSnap line. I will do my best to provide more content on running a paperless office. If you want to check out my video series entitled ‘Lawyer Tech Course’, it contains many of my best practices, and although I designed it for lawyers, it can benefit anyone. 👍
Can I use your template to organize my documents scanned to Apple Notes?
You are a gift from God. This was very easy to understand, and extremely helpful thank you so much 🙏🏽
You are most welcome Wildling! Thank you so much. I'm glad that you think so. I hope that you're having success and I'm sending you best wishes. 😊
Loved this. Inspirational, and I am picking up one of these rapid scanners TO-DAY at staples. No more hesitation. By seeing the video, it reinforced this great decision to go digital.
That is so amazing! I'm glad that I could inspire you do get on it! Staples has everything a person needs, the scanners, document holders, boxes, markers, labels, etc. etc. I hope the video is helping you be the best notary you can be! 😊
Sean this is great! It's informative information that is usually overlooked but is very important.
I'm looking forward to more content.
Thank you very much Rob. I really appreciate that. I agree. This is content that is often overlooked but I think that it's important to give attention to these things. Yes indeed. Please stay tuned for future content. =)
Hi Sean! This is a great video! I have been struggling with paperwork and you have provided such clarity and great suggestions that I will be using in my quest to clean up all my paperwork clutter. I am looking forward to viewing more of your videos. Thank you!
Does the ScanSnap iX1600 have Auto-OCR? I want all my documents to have OCR.
Hi Carla. You bet. The ScanSnap series scanners scan directly to OCR. 😊
How do I find someone that will scan all my documents and photos for me?
Good Content...
HOWEVER...
I will NOT "Subscribe" Due to "ANNOYING"...Background Music!
Thank you Jed. I'm glad that you liked the content. I'll likely use less background music in the future. I appreciate your feedback. :-)
As-Noted...
This video really inspired me to finally be organised. Thanks
You are most welcome! I'm glad to hear it. That really makes my day. 😊
Very helpful. Thanks
You are most welcome John. Thank you. 😊👍
Your videos are great! Very through. I've been a paper junkie forever and I'm trying to begin to break old habits. Now, it's an old dog, new tricks learning time. Just getting started with a ScanSnap ix1600. So, when scanning years of paper receipts, to enable OCR do I just click the "Option" button under File format & then check output mode "box" for "PDA/A1-b" to make all receipts scans in small batches OCR? Will this setting then remain permanent from batch to batch & day to day until manually changed in the future if needed? Also, it seems that type of document on receipts defaults to "personal", however, can that be overridden to default to "business?" Otherwise, it's appears to me that every "business" receipt will need to be changed one at a time. Finally, if I add one or more tags to receipts, other documents, business cards, photos, etc, then how do I "find" all receipts, other documents, business cards, photos etc identified with a particular tag or tags? Thank you in advance Sean!
Hi Jim. Please excuse the delay in my response. Did you end up getting these issues resolved? If not, would you like to send me an email? I could put you in touch with someone who works in support at the company who can ideally answer all your questions. 😊
Great video! I tried to find your template on your downloads page of your website but I did not see it. Is it somewhere else? Can I get the pw for the i1600 guide?
Hi Brent. You bet. It's in the downloads section. Here is the link: www.seandillman.com/downloads/#recordtemplate
Watching his videos gave me ideas and some clarity on where to start before attempting to scan and organize documents.
Awesome. I'm really glad to hear it Vicky! 😊
Hi Sean, thanks for making this clear and easily actionable. Excited to start organizing all of my documents.
You are most welcome. Thank you for your comment. I wish you great success in getting your documents organized. 😊👍
Thanks for this video! The workflow is great and will save me time and money.
You are most welcome Fred. I'm glad to hear it. I'm a big fan of saving time and money! ⌚💲👍
I own an IT business and recommend different types of equipment. Even though I use the Fujitsu brand for very few things, you can't beat their scanners.
I'm glad that you think so Jack. As the owner of your own IT business, you would know! I totally agree. The Fujitsu brand (which is now Ricoh) is fantastic. I think that they are the best scanners on the market hands down.
Sean, I purchased an ix1600 several yearsago and have not been using it to its full potential, thanks for the great tips.
You are most welcome Lloyd. Thank you for commenting. I'm glad to hear that you'll be putting your iX1600 to its full potential. It's a great way to start 2024. 😊
I have so many boxes of documents I want to throw away but I need to scan them first. Unfortunately, almost all of these documents are some sort of statement with credit card receipts attached to them for reconciliation or expense reports with the physical receipts attached to them as well. Is there a scanner that can help me with scanning these documents if not by year as a batch, at least by individual statement or expense report in a multiple page feed to one PDF file without having to go back and forth between different scanners and files? I just went through 50 piles of documents avoiding the piles that have statements with receipts attached and just that took me 5 days. Looking at the rest of this it will take me years.
Hi Curt. I am a big fan of the ScanSnap series of scanners. I would look at the ScanSnap iX1600. I have lots of videos on this scanner. I assume when you say that the statements have receipts attached to them, you mean that they are stapled to them, which can be a pain, because of course you will need to take the staples out before you can scan them. You may also want to look at the iX1300 depending on your needs, because it has a very handy front return scanner which can make for really fast scanning of receipts. Again, check out my video in which I review this scanner. I hope that this helps. 😊👍
@@SeanDillman Thank you, I will look at your iX videos. Yes, the receipts are stapled to the statements but that isn't the biggest problem. It is how do I scan all the pieces in a single feed stack to the same pdf file and not trying to piece various scans together. And then there are also some statements that have double sided information too. My scanner can handle that currently but not also with the thin paper of receipts and their narrow width.
Thank you for video. What scan your use today that named file by it self?
Hi Igor. I was using a ScanSnap iX1600 in the video. 😊👍 amzn.to/4cxq9hW If you are interested in an opportunity to win one, sign up to my email list (www.seandillman.com) and I will soon be announcing a free giveaway to win a brand new iX1600.
Great video!
I'm glad that you think so! Thank you! 😊
Thank you for this video can I just use my phone to take pictures to do my filing without a scanner
Hi there. Absolutely. If you are happy with the quality of the photos, if they show all of the information on the documents, and if you have a good way to organize the images, you can definitely use your phone to take pictures of your documents. I have a few friends who use their phones to scan their receipts into accounting software like Xero and my understanding is that it works very well for them. 👍
Thank you-your video really helped with logistics and the human side of getting started with a personal system of scanning. I have a Fuji 1600 that I have to do a work-around to use with FileCenter Pro DMS because Fuji 1600 doesn’t have a Twain driver. Although it scans well, it’s very confusing to work with. It would be nice to get your template as a guide to help me get organized. Thanks again, Jan
Hi Juan. You are most welcome. Thank you for emailing me for the template password. I hope that you have found it to be helpful. I wish that I could be more helpful with FileCenter Pro but, as I mentioned, I’ve never used it before. Happy New Year! 🎆
Process-based ideas/best practices to take the crazy out of organizing paper. Thank you!
You are most welcome. Thank you for commenting Teresa. I very much appreciate it. 😊👍
Great video. Thanks for all the tips!
You are most welcome Johnny. I appreciate that very much. Kudos on your headshot. It's a great picture. 😊
Thank you for downloading the pdf from your website.
You are most welcome. Please let me know if you find my PDF to be helpful. 😊👍
Helpful tips. Appreciate the time you took to create any and all of your videos. Thank you!
You are most welcome Doug. I'm glad that you find my tips to be helpful. 😊 Thank you for letting me know. 👍
This video really inspired me to finally be organised and gave me the blueprints to do it.
I'm really glad to hear that! That is exactly what I was going for. Thank you for letting me know. 😊 If you haven't already, check out my new video on using a standing workstation: ruclips.net/video/vZVxXfYR16I/видео.html. It feels really good when things comes together with being organized and productive. 👍
What’s the point if that’s taking just as or more work than just keeping the paper copy?
Because this way you have digital copies that you can easily file and locate on digital devices, including on any personal computers, laptops, tablets, smartphones, etc. I can't tell you how many times I have been out of the house, or away on vacation, and I need a copy of a document, and I'm so glad that I have the digital copy available through the cloud on my phone. As for the digital copies, it doesn't come up as often, but I do occasionally realize that I want or need an original document, and I in those situations I'm glad that I still have it and that I didn't throw it away. 😊👍
I recently bought an Epson scanner. Your video will now enable me to declutter my home office. Thank you!
That's awesome Marty. Which Epson did you get? How do you like it? I was thinking of doing a review video on one. 👍
Very Helpful and comprehensive.
Thank you Sam. I very much appreciate it. Happy New Year. 🎆
Awesome video!
Thank you Desiree! I'm glad you think so. :-)
This is very helpful!
Much Appreciated!
I'm happy to know that you think so. Thank you Mina. 😊
Many thermal receipts can be brought to life by using a hair dryer and they heat sometimes brings it back. I followed all the steps to get your document template but it says to email you and I can't figure out where your email is.
Oh wow Deanna! Thank you so much. That is brilliant! I had never thought to try that before. I will have to test it out. If a receipt is already faded, there is no harm in trying. Thank you so much for sharing such a great tip. Is this something that comes up often for you? 🙂
@@SeanDillman Yes, most receipts are used on thermal paper now so I have lots that have faded. BTW, I want to download your template and have taken all the steps except to email you for a password but can't find your email?
Hi @@dtk68. That is wonderful. Great to know. My email address is on my website. Here is the link: www.seandillman.com/contact/ 🙂
Great video. Gave me the basis to start scanning my reciepts.
Thank you so much. I'm glad to hear it. That is a win and some of the best news I've heard today. 👍
Thank you for a helpful video! I am confused why you scan all of your paper, then box and save it.
Hi there. As I mention in the video, I do this for purposes of redundancy. I'm a lawyer by profession, and one can never know precisely when a document may be needed in the future, so to err on the side of caution, I keep my documents for a certain period of time (usually about 7 years which is the longest period of time suggested by the Internal Revenue Service, and a safe period of time). If you find that you absolutely know that you will not need a document after you have scanned it, you may feel comfortable in discarding it immediately; however, if you are at all uncertain, I would recommend holding onto it for a while. 😊👍
Thank you for the reply and explanation. I remember you mentioned the 7 years (seemed like that was tax related) but I missed the rest of what you referenced in your reply. Thanks again. It was very helpful.
Thank you so much. I can't wait to start organizing may paperwork.
You are most welcome. Let me know how it goes! It feels good to get everything organized and in order. 🙂
Very helpful. excellent tips on organizing the home paper clutter easily.
I'm glad that you think so Abby. I wish you all the best. 😊
Does it have anti-skewing?
Hi Jack. Yes indeed. The scanner I use in this video has anti-skewing. Here is a link to my review video if you're interested: ruclips.net/video/Po4klbKyRVI/видео.html 🙂
I have a ScanSnap ix500. I am interested in your download for organizing. Hope I can do it with this scanner. Your process seems straightforward and easy!
Hi Sonia. My process will definitely work with the iX500. I think that I have a good process and it works well for me. I hope that it will work well for you too. 😊
Thanks for the video.
Great information.
Thank you for that. I very much appreciate it. 😊👍
💪💯🏁
Great video, I will be downloading the template!
Thanks so much! I hope that you will find the template to be useful. 😊👍
Great information video for getting your records scanned and organized!
Thank you Mister M. I'm glad that you think so. 😊👍
You are the BEST!! Thank you!
Hi MIG. You are most welcome. Thank you. I appreciate it. Happy New Year. =)
Thanks! Very helpful
You are most welcome Angela. Thank you for letting me know that you find it to be helpful. If there is anything I can help with, please just let me know. 🙂
So exciting to get organized, Thank you for this system
You are most welcome Amy! I'm excited for you to get organized! 😊👍
Struggling with digital filing and this idea of consistent titles helps so much. Thank you
You are most welcome Sophia. It can be a real struggle to keep up with all of this stuff so that's why I made the video. 😊
Awesomeness
Thank you! I'm glad you like it. 😊👍
I have been scanning all my documents for years and have had a difficult time trying to find things using windows search as you have done in the video. I went through my documents and found that some of them were not OCR'd, I then OCRd's them and windows 11 search still does not find anything I search for Is there a setting you need to change to enable to search within pdf?
Hi Geri. I'm sorry to hear that the search isn't picking up the information. Will you try these steps for me?
1. Hold the Windows Logo key and press the "E" key to open a new File Explorer window.
2. Click where it says "View"
3. Click where it says "Options"
4. In the new window, click where it says "Search"
5. Can you tell me, do you have a checkmark in the box next to "Include system directories"?
6. Can you also tell me, do you also have a checkmark in the box next to "Always search file names and contents (this might take several minutes)"?
If you don't have checkmarks in these boxes, can you try to check them and try a test search?
@@SeanDillman I checked and both of them are checked.
@@geriengel Okay. Hmm. What software are you using to OCR your documents? Have you tried searching for keywords using the ScanSnap Home software?
@@SeanDillman I figured it out. I had to go into the registry and change the pdf to "reader search handler". Now it finds everything. Thanks for you assistance.
Wow @@geriengel. Kudos for keeping on it and finding the solution. I'm glad that it's working now. 🙂👍
Thanks so much for the excellent tips! Great organization.
You are most welcome Addison. Thank you for your comment. I appreciate it. Happy New Year! I hope that 2023 will be great for you. 🙂🎆
Wishing you a great 2023 too! Thank you!
I'm here to give a try. I'm not the most computer literate.
That's the spirit Diane. Give it a try. I'm sure you will find the system to be helpful. 😊
For naming conventions, is it better not to capitalize letters? Thank you, this was very helpful.
Hi Will. It depends on what you'll be using the file for. I talk about this at length in my 'Lawyer Tech Course Video'. Here is a link that will take you directly to the relevant section (ruclips.net/video/mC0F4csBj1c/видео.html). Basically, I distinguish between Internal Use naming conventions (files that are for the eyes of me and/or my staff only) and External Use naming conventions (documents that I want to be presentable because others may see them). Please take a look at the video and let me know if you have any other questions. 🙂
@@SeanDillman Me too. I'm going there now to see what you suggest...
That sounds good @@good4jim. Thanks for asking me about this. I'm passionate about these kinds of things. 😊👍
Sean, does this connect directly to my computer or will I need to use a thumb drive to connect to my laptop? And is the FUJITSU SCANSNAP iX1300 still the one you recommend? The one in the video looks different than the one listed in your comments.
Hi MIG. The scanner will connect directly to your laptop. There are a few different scanners that I use, depending on what I am doing. The main ones I use are the ScanSnap iX1300 and the ScanSnap iX1600. Please take a look at my review videos for each to see what is different about them and determine which may be better for your needs. =)
Great explanation to the big paper nightmare.
That you. I think so. I find that it works very well. 😊👍
Great Video - This will help me immensely as I clean up old files for my family and my business. Thank you!
To search through your documents, do you have to have them saved to Scansnap? If I want to have my documents searchable but saved on an external hard drive, what is that best way to go about that? Thank you!
Hi Kari. I do it the way you described. I scan them using the ScanSnap and make sure that OCR (optical character recognition) is turned on when they are scanned so that I can search the contents from Windows explorer. I have my documents saved to the cloud and on external hard drives as well for redundancy. 😁
@@SeanDillman so do you have the settings in ScanSnap set up to save to your external drive or the cloud, or do they go to the default first (which I believe is a scansnap file)? And then you back up your scan snap files to the cloud and external hard drives? If I'm understanding correctly, I could skip saving it to my computer all together, save it to the external and still be able to search the document. Is that correct?
Hi @@karihigley6093. I have it set to scan to my local hard drive which is also connected to my Microsoft OneDrive account, so as soon as I scan something, either as a PDF or JPG file, it is automatically uploaded to my cloud drive too. I later manually copy-and-paste my files to external hard drives to back them up there. If you were to hook up an external drive, and then set your scan destination folder to that external drive, it is true that you would not need to save it to a local drive on your computer; however, please keep in mind that an external drive cannot be attached directly to the scanner so when using a ScanSnap scanner, you must be running Windows or Mac. There are other scanners on the market that can scan directly to external drives but I haven't gotten into those yet. 😊
@@SeanDillman Thank you so much!
Great Video! Looking forward to scanning 30 years of photos!
I'm excited for you Sheri! It's a big undertaking! What kind of scanner will you be using? 😊
I am just beginning my journey of sorting and filing my documents. Some go back years and they are important to keep them. The veterans administration loses everything so I have to keep those files. Should I take a class and is there such a thing? how do I find a class that teaches a filing system or digital or scanning documents? What is the latest technology for recordkeeping?
Thank you for this great video. I have been struggling with paperwork for years. It is time to get organized.
You are most welcome! I hope that I have been able to help you with getting organized. You can do it! 😊👍
I'm also having a hard time figuring out how to Extract data for the specific document fields for file naming
Hi Cheer Bear. What kind of a scanner are you using?
Thanks for some great information. I have been using Neat and am trying to decide how to switch to a different system. Very good information here!
You are most welcome. Thank you Sandra. I very much appreciate it. My system works well for me, and many people tell me that it works well for them too. 😊👍
How would I encrypt scanned documents so that hackers can’t steal Social Security and account numbers?
Thanks so much for this information! I didn’t know about all these different scanner options
Motivating video to get organised. I started making the transition over in the past 6 months.
I found it interesting that ScanSnap named the file based on data on your receipt. Is this function only for receipts?
Thank you so much for the review. I'm looking forward to adding getting a scanner like this.
You are most welcome Michelle. I love my iX1300 and iX1600 scanners and use them all the time, for home and business use. 🖨👍