brentvardy.com

How to live without paper documents

Scansnap, Mozy & Neatworks Icons

One of my hates is the amount of ‘paperwork’ that falls through my letterbox. I’m not talking about the junk mail rubbish which simply gets put straight in to the bin, but other stuff such as statements, important letters, bills, the list goes on. Once I’ve processed everything it all gets stored in my filing cabinet. In most cases never to be seen or needed again, but as always the day after you throw it away something will always crop up which requires that very document! This got me thinking wouldn’t it be great if I could somehow reduce the amount of paper documents I receive and instead store them electronically? Well this is exactly what I’ve done and it is working so well that I thought it would be great to share my solution to the problem with you.

The first stage in the process was to contact everyone who sent me documents such as statements, household bills and credit card bills and ask then if they have the option to receive them either online or my email. For some they were able to offer either a web version of the document or a PDF to download. Where they only offer an online version I simply use the in built Mac option to print the web page as a PDF. This still left a lot of paper documents, so my idea was to consider scanning them so I started doing my research.

After reading many reviews I found what seemed to be the perfect scanner for the job. It was the Fujitsu ScanSnap 300M which was priced around £250. What was great about this product was most importantly it worked great with the Mac, it was also portable and could be powered via USB, it could scan both sides of the document in full colour at the same time and the final document produced could be PDF rather than a simple jpeg image. The ScanSnap definitely lives up to the reviews and I would have no problem recommending it to a friend. Once set up, which incidentally is a breeze to do, you simply tell the bundled software where to place your scanned documents and are ready to go. Scanning a document is as simple as loading the sheet(s) and pressing a button on the ScanSnap and away it goes. The software will also straighten the image automatically if you didn’t load it quite square.

For a while the solution worked fine, I setup a structure of folders to store my scanned documents and was happy shredding and disposing of my paper documents. I then came across a piece of software which was recommended by Alex Lindsay on the MacBreak Weekly Podcast called NeatWorks from The Neat Company. The main function of this software is to provide a database of all your scanned documents. A sort of iPhoto library for your documents. What is great is that it works seamlessly with the ScanSnap and also it indexes the contents of the scanned documents to make them searchable. NeatWorks can also be used to scan and store receipts and business cards. With receipts it also extracts the products, costs, tax and dates from the receipt and adds that to the database for fast and easy retrieval. It will even extract the data from business cards and create a new fully populated contact for you in you Mac address book.

I started worrying about what if I lost the data, may be a hard disk failure, I forgot to backup or my Mac got stolen. The solution was to find myself an online storage service I could trust. Having shopped around I settled on Mozy, only $4.95 a month gives me unlimited online storage and the Mac software works really well and automates the backups for me so I don’t need to remember to kick them off. The really great thing is that it also only backups changes to files. What I mean by this is that it only uploads the bits that change in a file. So if you have a 1Gb file which is backed up online to Mozy, and then you edit that file which changes just 1Mb of the file, when Mozy next automatically backs up it will only upload the 1Mb. I also use Mozy for backing up my Photos.

TrueCrypt
Backing up online is great and although Mozy encrypt and guarantee your data secure I wanted to be absolutely certain that my data was safe. TrueCrypt is an Open Source project providing excellent disk encryption. One great feature is that it allows you to create an encrypted file which when mounted through TrueCrypt becomes a ‘Virtual’ Disk which you can read and write files. I created a 1Gb TrueCrypt Disk, fully encrypted and used this to store my NeatWorks library. Mozy then backs up the encrypted TrueCrypt disk containing my library of scanned documents. This ultimately provied 2 levels of protection, that provided by Mozy and then the TrueCrypt encryption. By securely backing up online also protects your data from disasters such has house fires and flooding, so it’s a great solution to keeping copies of important documents such as house insurance etc.

I’m hoping to automate the workflow further using AppleScript, but that will be another blog post once it’s all in place.








blog comments powered by Disqus