Topic

documents

Guides tagged “documents”. · 6 posts

7 min read

Organize office files: your admin chaos, sorted

Spreadsheets, decks, minutes and templates pile into one folder. Here is how to keep your side of the admin mess in order — reports and versions.

7 min read

Organize scanned documents: from scanner to the right folder

scan0001, scan0002, scan0003... The scanner dumps everything with the same useless name. Treat it as an inbox and route each scan to the right folder.

6 min read

Organize tax documents by year: ready packs

W-2s, 1099s and receipts scatter across Downloads every year. Here is how a ready-made pack for your country files the whole tax season by year, on its own.

6 min read

Organize household documents automatically

Rent, property tax, HOA fees, travel papers, manuals and IDs pile up as loose PDFs. Here's how to file your household paperwork automatically, with reminders.

6 min read

File automation for accountants: a self-filing folder

Tax season, and the W-2s, 1099s and statements are scattered across Downloads with useless names. Here is how to make the tax folder file itself, by content.

6 min read

File automation for lawyers: sort case files

The court portal saves 28391_document.pdf and you open ten files to find the right matter. Here is how to file case documents by the case number, on their own.