Are you thinking about going paperless in your work office or home office?

Wondering how to make the transition from paper to digital as seamless as possible?

In this post, you’ll find a few organization pointers to consider as you make the switch.

Remember, just because something is in digital format doesn’t mean it’s infallible.

You still need to plan, organize, and follow a system in your work.

Create digital folders.

One of the great things about going paperless is that everything is easily available to you through a computer search.

While this is an added bonus, it’s still wise to create specific folders for your documents.

This not only makes it easier for you to find what you need in a single file, but it reduces the chances you’ll accidentally delete an important file or document that is unfilled, or otherwise floating around in your computer.

Need some help creating files at home? Check out this list of common household files.

SEt a naming convention for files and documents.

You don’t have to create a complicated or complex system for your files.

What’s most important is that the system is clear and concise, and that your files and documents are clearly labeled.

For example, you might want to list out an account name for a bank file, followed by monthly or yearly documents.

This will also make it easier for you to notice any inconsistencies or missing documents as you personally review files.

It’s the difference between sorting through files marked: “August Bank Statement” versus “Bank Statement August.”

The difference is simple, but it makes a huge difference when you’re searching for an item or are reconciling accounts.

Schedule and perform regular computer backups.

Just because everything is stored on your computer doesn’t mean items won’t get lost, accidentally deleted, or just plain vanish!

Protect your files and documents by scheduling regular backups and saving data to a backup drive or disk.

Backup your data as necessary. Create a schedule that works for your needs.

This could be every week or every couple of days depending how often you process or update administrative items.

You should also strongly consider regularly downloading copies of electronic statements and reports from institutions

This way, you’ll have backup copies in case of an emergency, be it a server, or computer malfunction.

Make a gradual switch.

Instead of going paperless in one fell swoop, take small, thoughtfully planned steps.

Choose a few files or accounts to switch over each week.

This way, you can ease yourself into the transition and become familiar with digital storage and online accounts.

It’s also a good way for you to monitor your accounts and files and ensure everything is present and accounted for in a digital format before you destroy or permanently archive paper files.

Beyond going paperless in your office

Organizing an office well requires careful thought, planning, and of course, targeted action.

My organization guide will teach you how to be more organized around the office and home.

If you want to organize your office or home so you can find what you need when you need it, then check out my productivity consulting services. Book a strategy session with me today!

How about you? What steps will you take to go paperless in your office? Join the conversation and leave a comment below!