📄 How to Scan & Organize Paperwork! The Easy Way 

You are most welcome! I hope that my video helped you on your way to your goal. 😊👍

Thanks a lot for your feedback! I'm glad to hear that the system I shared resonates with what you're looking for. If you have any questions or need further assistance, feel free to reach out. Keep up the great work with organizing your paperwork!

Hi Steve. Thank you very much. I'm glad that you think so. I appreciate your comment. =)

Hi Joe. Thank you very much for the kind words. I really appreciate it. 🙂 It's great to be in touch with another person who is passionate about organizing! I really like your use of the decimal after the date in case there are two documents from the same day on the same subject. My way of getting around this is to simply put a number at the end of the file name. Like, "2022-09-13 email from joe 1.pdf" and "2022-09-13 email from joe 2.pdf". It's not perfect but it gets the job done. How long have you been using your system? Is it your own creation or did you pick it up somewhere? 🙂

Thank you Linda. I'm glad to hear it. I use my iX1300 all the time. It's great. I was amazed at all of the different kinds of things I could scan with it, including those ski passes and projector slides that I show in my video. Amazing scanner. 😊👍

You are most welcome John. I'm glad to hear that you think so. 🙂

That's great Morgan. I'm glad that this is helpful for you. I hope that you will be able to get all of your medical records scanned and nicely organized. 🙂🖨🗃👍

You are most welcome. Thank you Keith. 😊👍

You are most welcome Ed! Thank you for watching. 🙏😊

And I love your comment!!! Thank you. ♥

You are most Karly. I'm glad that you think so. Thank you for making my day with your comment. :-)

Hi Larry. Thank you so much for that. I'm glad that you think so. 😄

Thanks very much. I really appreciate it. 🙂👍

You are most welcome. Thank you Rosa. 😊

Thank you Laura. I'm glad that you think so. 😁👍

That's wonderful Rebecca. I'm glad to hear it. 🙂

You're most welcome Tracy. I hope that my pointers will help. Be sure to check out my other videos on scanning receipts and photos too if you may be scanning these items as well. 😊

Thank you Juan. I appreciate it. Please see the comments sections in my videos for the links for the Amazon products that I recommend. Regarding the process of tallying receipts (as I show in my How to Tally Receipts video), I think that it may indeed be possible to make a macro for this. You make a good point that it is a lot of work to carry out the process every time. I suppose that I was expecting that a person may only do it once or twice. For people who are routinely scanning receipts and wanting to tally them, they may indeed want to use a more powerful scanner with Twain compatibility like the Fujitsu fi-8170. 🙂

Hi Mei. The answer to this question will depend on you and your comfort level. For me, because the physical paper takes up relatively little space, and because I don't exert effort to organize it (beyond keeping documents from the same year together), I find that it makes sense to keep everything just in case I may ever need a physical copy of a document, like an original receipt, or an invoice, or a signed car rental agreement, etc. Every so often (like once every few years), I find that I need to go into my papers to retreive something, so for me, it makes sense to simply keep everything, that way I am never kicking myself for throwing something away. However, this all depends on you and your comfort level. I have a friend who gets all of his banking statements online, and shreds all his receipts once he scans them. That works for him. Perhaps this may work for you, or perhaps you may want to adopt a hybrid system whereby you keep documents for a while but get rid of them after a number of years. I agree with you that legal documents should receive special treatment (depending on what they are). Tax documents should also receive special treatment and should be kept in accordance to whatever law applies to you. The Internal Revenue Service (IRS) offers all kinds of advice on how long documents should be kept which I think is helpful: www.irs.gov/businesses/small-businesses-self-employed/how-long-should-i-keep-records#:~:text=Keep%20records%20for%203%20years%20from%20the%20date%20you%20filed,securities%20or%20bad%20debt%20deduction. In Canada, the Canada Revenue Agency (CRA) offers similar advice: www.canada.ca/en/revenue-agency/services/tax/businesses/topics/keeping-records/where-keep-your-records-long-request-permission-destroy-them-early.html Please let me know if that is helpful and if you have any other questions. 😊👍

Hi Brenda. I personally think that the ScanSnap series scanners are the best ones on the market. If you want to see the difference between two of my favorites, I recently made a view video in which I compare the iX1300 and iX1600. Here is the link: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-pgpZ2YqAK_w.html

Thank you Jim. I really appreciate it. 😊👍

I am glad that you think so Vic. Much appreciated. :-)

Hi Mark. I believe that the answer is yes. All of the ScanSnap and 1600 series scanners offer OCR.

Thank you Yasin. That is a great quote and I appreciate you commenting. I just commented on your most recently posted video and subscribed to your channel too. =)

Hi Monica. Thank you so much. My email address is at www.seandillman.com/contact/. 🙂