
Create a notebook in Evernote called To Be Filed.ģ. Install Evernote on your Mac and create an account if you don’t already have one.Ģ. Anytime you scan anything on your Mac or on your iPhone, the scans will be instantly sent to this inbox and stored in the cloud.ġ. What we’re going to do here is create a universal inbox for documents in Evernote. Once you’ve signed up for the above services and downloaded their associated apps, setting up your Mac paperless office only takes a couple more minutes. If you’re having issues with OS X’s default Scanning app, you might have better luck if you try the one that comes with your scanner.
OS X has built-in scanning software, but I personally found that it was unreliable and prone to jamming and mysterious errors when I used it with my Pixma.
Mac scanning software - This one’s up to you. Best of all? Scanbot is a free download on the iOS App Store. Most importantly for our purposes, Scanbot can automatically save all your scans to Evernote.
Scanbot - This killer iPhone app is an incredibly full-featured, easy-to-use scanner in the palm of your hand. IFTTT - Yup, we’re going to use internet automation tool IFTTT to connect your Dropbox and Evernote accounts, guaranteeing that any time you scan a document into your Dropbox folder, it’s automatically stored, filed and tagged in a universal inbox in your Evernote account. Dropbox - It might seem weird that we’d be saving our scans to both Dropbox and Evernote, but bear with me here: Setting up an account on the cloud-based file service goes a long way toward automating your paperless office. Evernote even allows you to easily annotate notes, set alerts for when they’re due, and file email bills and receipts alongside “real” ones thanks to the Evernote web clipper. Evernote’s very full-featured: It supports image files, multiple notebooks, tagging and searching within PDFs, and it has apps for pretty much every platform under the sun.
Evernote - The elephant-themed note-taking and archiving service is the perfect way to keep documents organized and in the cloud. Speaking of heavy lifting, here’s what I’m using for my Mac paperless office.