how to use onenote paperless electronic filing system

#How to use onenote paperless electronic filing system free#
#How to use onenote paperless electronic filing system windows#

#How to use onenote paperless electronic filing system free#

The drawback is that the free Basic version does not have all the features of the Premium version, and is limited to 60MB of uploads per month. In the same way, you can try Evernote, and its associated apps.

#How to use onenote paperless electronic filing system windows#

There are also free OneNote apps for the Mac, iOS, Windows and Android. If you find it does the job, you can increase the storage to 50GB for £1.99 per month. Just open an email account at – you don’t have to give your real name or any personal details – and you can use OneNote until you fill up your 5GB of free OneDrive space. Try both?īoth OneNote and Evernote are available as free web applications and as apps, so you can try them to see which you like. (Yes, Evernote does have notebooks, and you can create stacks of them, but the point stands.) OneNote requires more setting up to work well, but its structured approach may be a better match for your dad’s business purposes. It’s probably easier to get going with Evernote because you can treat it like a slop-bucket and find whatever you need by searching for it. Inside each tab, you can have as many pages as you like. Inside a notebook, you can create as many tabs as you like, for different projects. You can open as many notebooks as you like, and give them all names. It works like an old-school ring binder or filing cabinet. However, I think OneNote might be the better choice for your dad, because its hierarchical structure is logical and almost infinitely expandable. If you want to clip web pages and share notes then Evernote is the clear winner. The OneNote v Evernote debate has been long and sometimes heated, but they are different products, and each does some things better than the other. OneNote might be the better choice for your dad, because its hierarchical structure is logical and almost infinitely expandable. Example apps include Microsoft’s Office Lens with OneNote and Scannable or Scantastic with Evernote. Still, you can also add things like receipts and business cards by, in effect, using your smartphone as a scanner. Second, you can “print” them to a OneNote or Evernote notebook instead of to a physical printer. First, you can forward them to an email address, so you could set up mail rules to forward selected emails to OneNote or Evernote. Otherwise, both programs allow you add emails to your notebooks by almost identical means. even had a “ save to OneNote” feature that made it easier to file emails with other data, but it has gone missing – temporarily, I hope – from the latest version. These are about as close as you can get to a “paperless office”, at least for a sufficiently small office. The leading examples are Evernote and Microsoft’s OneNote. However, he’d still have to use different programs to access some different types of data.Īn interesting alternative is to store everything in a sort of portmanteau program that will also help organise it. The simplest way to do this is to upload project folders to an online storage service such as Dropbox, Microsoft OneDrive, Google Drive or whatever. If your dad wants to access his files from anywhere with a smartphone or a tablet, then he will probably need to put copies online.

(Always include a job number in emails if a project involves working with different people in different companies.) OneNote and Evernote In any case, you can usually find the same emails by looking in a mail folder, or by searching for an email address or a job number. This works for a small number of emails, but – as you have found – it’s too much work to handle all emails that way. You can, of course, save emails as text files or PDFs and add them to project folders. Whether it’s worth adding emails is another matter, and I don’t think many people bother.