{"id":10045,"date":"2020-05-12T23:31:09","date_gmt":"2020-05-12T23:31:09","guid":{"rendered":"https:\/\/officeotter.org\/?p=10045"},"modified":"2020-11-06T03:42:28","modified_gmt":"2020-11-06T03:42:28","slug":"keeping-paper-when-going-paper-free","status":"publish","type":"post","link":"https:\/\/officeotter.org\/keeping-paper-when-going-paper-free\/","title":{"rendered":"What Should I Keep? Going paper-free without losing anything."},"content":{"rendered":"\n
Going “paper-free” is a personal or professional goal for many. It means to transition from paper as a mode of storing information in favor of digital resources.<\/p>\n\n\n\n
There are many reasons for wanting to go paper-free, such as less clutter, saving physical space, concerns for the environment, or a minimalist aesthetic. What ever your reason, clearing out filing cabinets may mean scanning and saving files to keep a digital version. <\/p>\n\n\n\n
When deciding to go paper-free, you may find yourself with a few questions:<\/p>\n\n\n\n
This article will address what to keep in paper form, what can get digitized, and considerations of digital clutter.<\/p>\n\n\n\n
Read: How to go “Paper-Free”: Step by Step Instructions<\/a><\/strong><\/p>\n\n\n\n It may seem a bit counter-intuitive to suggest keeping paper in an article about going “paper-free”. But the truth is, there are some things you will want to keep a hard copy for your records, for safekeeping, or because current systems do not allow digital versions of the document in question.<\/p>\n\n\n\n Documents you should keep in paper version are called “Permanent Documents”. Permanent documents have at least one of the following criteria:<\/strong><\/p>\n\n\n\n For example, you may be asked to present a copy of your marriage license when applying for a mortgage. If you have a stamped copy (depending on your state or country), keeping this document will save you a trip to your county courthouse – and any associated fees!<\/p>\n\n\n\n Another example of a permanent document may be a last will and testament. While you or your lawyer may have a digital copy of this document, having the latest copy printed in your filing cabinet can be helpful for your survivors. <\/p>\n\n\n\n Finally, have a small packet of items in a fire\/flood safe box that gives you the information in case of an emergency. Digital versions are great, but it can also be helpful to have insurance policy numbers, agent contact information, and passports in a place that is easy to grab if you have to leave your home immediately. <\/p>\n\n\n\n Examples of permanent documents:<\/strong><\/p>\n\n\n\n The next question to ask yourself when going paper-free is, “what documents should I scan and save as a digital file?”<\/p>\n\n\n\n Some people prefer to scan and save everything in case it is ever needed. Others wish to reserve digital space and avoid digital clutter. What you choose to save is up to you, but here are some items we highly recommend saving as a digital backup.<\/p>\n\n\n\n While you probably won’t need to save your receipt for donuts from three years ago (unless you are deducting it!) there are certain financial documents you should hang on to.<\/p>\n\n\n\n Read: How To Process Financial Documents in Evernote<\/a><\/strong><\/p>\n\n\n\n Keeping a copy of contracts is a no-brainer. Having digital versions can be helpful in locating the information you need quickly. These documents will be great to have on hand:<\/p>\n\n\n\n Insurance companies may keep a copy of your policy on their website – just log in and download! But make sure you download the latest version (and disregard a previous version unless making a claim during that time period). <\/p>\n\n\n\n Why keep a copy? Because you never know when their portal may change, or worse, the policy changes from the one you signed up for!<\/p>\n\n\n\n Additionally, keeping a scanned copy of warrantee information from products you own can be helpful if you ever need to make a claim against it. Create a digital file for a product warrantee, including any instructions or manuals if available, and add details about the product – such as when and where you purchased.<\/p>\n\n\n\n Health care in the United States is not centralized or universally accessible. Coverage and providers may change based on location or employer. Therefore, we recommend keeping a digital copy of all medical records. Once you have scanned and filed the important stuff, it is time to take a hard look at what might not be so important after all, and how this can contribute to digital clutter.<\/p>\n\n\n\n Digital clutter is just like paper clutter, but on a computer, hard drive, or cloud system. It may seem innocuous at first, but too many unnecessary files have drawbacks. They may become difficult or complicated to organize. Or, even if well organized, old files take up space. It may mean buying a second, or larger hard drive. Or spending more money for more space in a cloud-based system. <\/p>\n\n\n\n Truthfully, just because you CAN save a file digitally, doesn’t mean you should.\u00a0 Here are some examples of files that can simply be skipped into recycling:<\/strong><\/p>\n\n\n\n Anything else can be scanned, saved, or recycled at your own discretion. Enjoy the paper-free lifestyle!<\/p>\n\n\n\n Featured photo by Sear Greyson<\/a> on Unsplash<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" Even when going paper-free there are still some things you want to keep on hand. Learn what to keep in paper, and what you don’t need to save after all.<\/p>\n","protected":false},"author":2,"featured_media":10058,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[97],"tags":[113,111,110],"yoast_head":"\nWhat You Should Keep as Paper<\/h2>\n\n\n\n
Important Documents for Digital Filing<\/h2>\n\n\n\n
Financial Documents<\/h3>\n\n\n\n
Employment Documents and Contracts<\/h3>\n\n\n\n
Policies and Warrantees<\/h3>\n\n\n\n
Medical Records<\/h3>\n\n\n\n
This may include:<\/p>\n\n\n\nBe Wary of Digital Clutter<\/h2>\n\n\n\n