We may earn money or products from the companies mentioned in this post, and as an Amazon Associate I earn from qualifying purchases. Please see my full disclosure for more information.
This post may contain affiliate links. Please read my disclosure for more information.
Hi Everybody! I’m so excited to share this post on going paperless with you all as it comes with the launch of a project I’ve been working hard on for the past couple of weeks. You see, in the frugal living world we talk about minimalism a lot. Clearing out clutter, reducing your possessions, and practising self-care are frequent topics.
Well today, I’m getting digital.
A person’s laptop or PC is a prime place for digital clutter to pile up ignored and unnoticed – but no longer.
I’ve created a Digital Declutter series to guide you through decluttering your entire desktop over the course of 7 days. At the end, you’ll be left with a minimal machine designed for maximum efficiency.
Did I mention it’s free? Can’t get more frugal friendly than that.
Search a person’s house, and more often than not you’ll find a filing cabinet or draw stuffed to the brim with paperwork. We receive so many letters, bills, and notices, it’s just easier to chuck them all in our handy paper-draw and forget about them.
Well, I can tell you now that there’s a better way.
As a couple with no fixed address but two freelance businesses to run, going paperless was the only logical solution for us.
Carrying around important documents and certificates is not only completely illogical (where exactly would I fit all that paperwork in my singular carry-on backpack?!), but could also be dangerous if your bag were to be stolen or lost.
So now, the only paperwork I carry is my passport – everything else is digital.
You shouldn’t just consider going paperless for travel, either. Anyone in pursuit of a more simple, minimal lifestyle can greatly benefit from relieving the burden of cluttered paperwork.
So whether you’re looking for a way to run your business location independently, or just want to get a whole lot more minimal with the way you organise your life, this article is for you.
I’m going to take you through the complete steps we took when going paperless earlier this year.
Step One: Look the Paper in the Face
If you’re anything like me, you have paperwork dating back years, and it’s everywhere. I had draws, files, folders, notepads and more just cluttered with paperwork that had zero use.
I always felt guilty just throwing letters in the bin, was never sure what to do with sensitive documents (show me a millennial who owns a shredder!), and had the ‘I might need it someday’ complex… so everything stayed. Just in case.
The problem is, when you let paperwork pile up, you’ll never need it. Chaos soon takes over, and you’ve just got a cluttered pile of rubbish.
The first thing you need to do when going paperless is gather up all the old paperwork in your house. Stack it in a pile, make yourself a cup of tea, or two, and settle in. This process might take some time (but trust me, it’s worth it!).
Step Two: Start Sorting
So you’ve gathered up all your paperwork. Now, you need to decide what you need to keep (and make digital), and what can be shredded and recycled.
Lifehacker has a pretty good article on the paperwork you should keep, and these items include:
- Birth certificates
- ID (passport, driver’s license, social security numbers)
- Academic diplomas
- Pension/Retirement Fund Documents
- Licenses (drivers, marriage, divorce)
- Insurance policies
- Mortgage deeds
- Tax information (Tax ID numbers)
As an example, I kept hold of my degree certificate (obviously), student loan confirmations with ID numbers, tax ID, my driver’s license, travel insurance confirmation, bank account details and some other important documents.
Things you can throw:
Old bills and paychecks, update letters, newsletters, old bank statements (unless any are under dispute), outdated employment contracts etc. Basically, anything you don’t need and won’t need in the future.
However, do not just throw all that paperwork in the bin!
Read Next: 10 Ways to Start Your Minimal Journey
Step 3: Recycle and Shred
One of the top rules for successful decluttering: get rid of your ‘throw’ pile as soon as possible. Don’t just leave it for another day, because I guarantee that day won’t come for a long time.
Once you’ve sorted your paperwork into ‘keep’ and ‘throw’, get a shredder for your throw paperwork. There are companies who actually have shredders for hire for your personal documents if you don’t want to invest in one yourself.
Just be sure to shred any paperwork with any sensitive information including names and addresses, your phone number, identification numbers or bank account information.
Once you’ve got a great big pile of shredded paper, do the environment a favour and recycle it.
Top Tip: If you don’t have a shredder, get one before you start your paperless mission. It’s so easy to put tasks off for ‘another day,’ but this is an easy trap cluttering up your home even more!
Step 4: Going Digital
Alright, now we’re talking!
You should be left with your important documents that you need to keep hold off. To take these digital, I use Evernote.
Evernote is a great tool for saving web pages, clipping information and storing it all in handy folders for each topic. I use it a lot when researching for an article topic.
However, Evernote is also perfect for uploading and storing your documents digitally. The app has a fantastic feature called Scannable where your camera will scan your documents rather than taking a picture of them.
This results in a professional, high-quality pdf scan of all your documents, saved to your account online.
To make things even easier, I then sorted my uploaded documents into folders for instant access.
Folders I used include:
- Identification (passport and driver’s license scans)
- Tax Information (tax ID number)
- Insurance (travel insurance policy)
- Bank (bank account details such as customer ID number)
- Education (my degree diploma, academic awards etc)
Take a look at your paperwork and decide which folders will help you get organised, then sort your paperwork accordingly.
If you haven’t used Evernote before, I strongly recommend you sign up, and use it to take all your documents paperless.
This is especially perfect when you’re travelling, and don’t want to be weighed down by mountains of paperwork!
Step 5: What now?
So, at this point you should have radically reduced the amount of paperwork in your house.
Of course, those documents you uploaded to Evernote are important, and in most cases you can’t (or won’t want to) just throw them out. I recommend a file folder, or cabinet if you have a lot of important documents left, and stowing them neatly away. Going paperless completely is hard – but a small folder is a huge improvement.
If you’re travelling long-term, leave the documents in a folder with your parents or a trusted friend for safekeeping.
When you get more bills, letters or documents, look over them carefully. Think – do I really need a paper copy of this?
If not, either shred and recycle it, or upload the letter to your Evernote account and then shred it. For a lot of things, you don’t actually need a paper copy because all the information is stored online anyway.
If you keep this habit up, you’ll find yourself doing a lot less work and with a far more organised method of storing your paperwork.
If you liked this post, you’ll love my 7 Day Declutter Guide.
In it, I take you through the steps needed to clear the clutter in your:
- Documents, Downloads and Pictures
- Social Media
- And More!
Like this post? Pin it on Pinterest!