Below is a condensed index of my weekly Going Paperless tips that I do in my capacity as Evernote’s Paperless Lifestyle Ambassador. These weekly tips are also available via RSS. Below the index are some supplementary posts I’ve done that may be of interest to folks.
Looking to get started going paperless with Evernote? Sign up for free using this link and get one month of Evernote Premium free when you sign up.
Here are links to lists of the Going Paperless articles by category. The full index of posts, ordered from most-recent, is listed below the categories.
Going Paperless 2.0 Articles
- Searching in Evernote, Part 4 of 4: “Where?” (March 1, 2016)
- Searching in Evernote, Part 3 of 4: “When?” (February 23, 2016)
- Searching in Evernote, Part 2 of 4: “What?” (February 16, 2016)
- Searching in Evernote, Part 1 of 4: “Who?” (February 9, 2016)
- Using Evernote to Track Library Book Due Dates (January 19, 2016)
- Quickly Access Frequently-Used Information in Evernote (January 12, 2016)
- Tracking Accomplishments in Evernote (January 5, 2016)
- 4 Tips for Getting Started in 2016 (December 29, 2015)
Full List of Original Going Paperless Articles
- On the Qualities of Useful Paper (August 4, 2015)
- Mobile Scanning with Evernote Scannable (February 11, 2015)
- Distraction-Free Evernote (February 2, 2015)
- Managing Social Media Profiles with Evernote and TextExpander (December 26, 2014)
- How I Use Evernote to Remind Me of Everything (December 19, 2014
- 5 Tips for Creating Digital Baby Books in Evernote (September 24, 2014)
- A Behind-the-Scenes Look at the Going Paperless Blog (September 16, 2014)
- Confessions of a Paperless Writer (September 9, 2014)
- 6 Steps for Life Continuity Planning in Evernote (August 26, 2014)
- Add Reminders to Scanned Documents for Quick Action Items (August 19, 2014)
- How and Why I’ve Automated Backups of My Evernote Data (August 12, 2014)
- How I Use Playbooks with Evernote (August 5, 2014)
- How I Simplified My Tag Organization in Evernote (Part 2) (July 29, 2014)
- How I Simplified My Notebook Organization in Evernote (Part 1) (July 15, 2014)
- 3 Ways Evernote Helps Me Remember My Vacations (July 8, 2014)
- Quick Tip: See Evernote Reminders in a Calendar with Sunrise App (July 2, 2014)
- 10 Ways My Use of Evernote Has Evolved Over Time (June 24, 2014)
- Quick Tip: Clipping Email with the Evernote Web Clipper (June 17, 2014)
- 3 Ways I Capture Where I’ve Been with Evernote (June 10, 2014)
- 10 Ways I Used Evernote to Plan and Track our Kitchen Remodel (June 3, 2014)
- Whiteboards, Webmeetings, Evernote, and Skitch (May 20, 2014)
- Quick Tip: 3 Ways I Use Evernote to Avoid Sweating the Small Stuff (May 13, 2014)
- Automatically Tracking Business Mileage with an Automatic Link, IFTTT, and Evernote (May 6, 2014)
- Quick Tip: 5 Spring Cleaning Tips for Streamlining Evernote (April 29, 2014)
- Creating and Sharing Household Instructions Using Evernote (April 22, 2014)
- Ask Me Anything about Going Paperless, Using Evernote, or Automation (April 15, 2014)
- 3 Ways I Annotate Notes in Evernote to Make Life a Little Easier (April 9, 2014)
- Quick Tip: Edit Scanned PDFs Directly in Evernote (April 1, 2014)
- Prototype: Automatically Send Kindle Notes and Highlights to Evernote (March 19, 2014)
- Quick Tip: Append to Existing Notes in Evernote via Email (March 11, 2014)
- Achievement Unlocked! Using Evernote to Track Achievements (March 4, 2014)
- Quick Tip: Using Mail Filters to Automatically Send Email Receipts and Other Messages to Evernote (February 25, 2014)
- Using the Drafts App to Quickly Add Common Notes to Evernote (February 18, 2014)
- Automating Repetitive Stuff about Meetings (February 12, 2014)
- Quick Tip: How I Do a Daily Review in Evernote (February 5, 2014)
- Annotating Paper Books and Magazines in Evernote without Marking Up the Originals (January 29, 2014)
- Quick Tip: Create a Table of Contents for a Set of Arbitrary Notes (Mac-only) (January 21, 2014)
- My Process for Keeping Evernote Clutter-Free (January 14, 2014)
- Quick Tip: How to Search Evernote for Attached Documents (January 7, 2014)
- My Paperless Year in Review (December 31, 2013)
- Rerun: How I Replaced My Pocket Notebook with Penultimate and Evernote (December 24, 2013)
- Rerun: A Closer Look at How I Organize My Notes in Evernote (December 17, 2013)
- What’s in Store for 2014, and What You’d Like to See (December 10, 2013)
- Quick Tip: Using Evernote to Create a Quick, Ad Hoc Thank You List for Holiday Gifts (December 4, 2013)
- A Primer for Going Paperless in 2014 (November 26, 2013)
- Quick Tip: Scan Now, Organize Later (November 20, 2013)
- Using Shortcuts in Evernote to Speed up Your Work (November 13, 2013)
- Quick Tip: Timed Screen Captures Using Skitch for Mac (November 5, 2013)
- A Framework for Searching in Evernote (October 29, 2013)
- Quick Tip: Capturing Meme Quiz Results in Evernote (October 22, 2013)
- Online Writing Tools (October 16, 2013)
- Quick Tip: Using Evernote Reminders for Upcoming Deliveries (October 8, 2013)
- Going Paperless with Paper! (October 1, 2013)
- Using Quick Notes in the New Evernote App for iOS 7 (September 24, 2013)
- 7 Ways I Use Evernote Reminders to Avoid Embarrassing Myself (September 17, 2013)
- Tips for Paperless Pets (September 4, 2013)
- 5 More Tips for Speeding Up Productivity with Evernote Using Third-Party Tools (August 27, 2013)
- 5 Tips for Speeding Up Note Creation and Searches in Evernote (August 21, 2013)
- Answers to Your Questions on Paperless Lifestyle (August 15, 2013)
- 4 Ways I Use Evernote in My Freelance Writing (August 6, 2013)
- Capturing Your Favorite Blog with IFTTT and Evernote (July 30, 2013)
- The Paperless Classroom: A Case Study at Launch Pad (July 23, 2013)
- Using Evernote to Remind to Remind You to RSVP to Invitations (July 16, 2013)
- My Paperless Cloud (July 9, 2013)
- 5 Tips for Maintaining a Paperless Car in Evernote (July 2, 2013)
- More Tips for Using Evernote as a Timeline (Plus Reminders!) (June 18, 2013)
- Digitizing Old Letters (June 11, 2013)
- 5 Tips for Using Evernote for Life’s Little Emergencies (June 5, 2013)
- Field Notes: A Useful Detour for Going Paperless (May 28, 2013)
- Tips for Using Evernote to Go Paperless with Your Family (May 21, 2013)
- Digitize Your Devices and Appliances for Easy Access to Information (May 14, 2013)
- Using Evernote’s Shared Notebooks For Dynamic Recommendation Lists (May 7, 2013)
- Scanning to Evernote, Revisited (April 30, 2013)
- My Virtual Bookcases in Evernote (April 17, 2013)
- How I Get Things Into Evernote (April 10, 2013)
- One year of Going Paperless tips (April 2, 2013)
- 5 Tips for Paperless Spring Cleaning (March 26, 2013)
- Evernote + TextExpander = Productivity (March 19, 2013)
- My Paperless Reminder Systems (March 12, 2013)
- How I Title My Notes in Evernote (March 5, 2013)
- The Going Paperless FAQ (February 26, 2013)
- Quantified Self and Evernote (February 19, 2013)
- Creating Virtual Scrapbooks Using Evernote (February 12, 2013)
- Reading and Researching Using Evernote, Clipper, and Clearly (February 5, 2013)
- My Annotated Notebook and Tag Structure in Evernote (January 30, 2013)
- A Closer Look at How I Organize My Notes In Evernote (January 29, 2013)
- Getting “9 Things” Done with Penultimate and Evernote (January 22, 2013)
- How Penultimate and Evernote Have Replaced My Pocket Notebook (January 15, 2013)
- Capturing Technology Setup Instructions In Evernote (January 8, 2013)
- Creating a Year-End Baseline Using Evernote (January 1, 2013)
- Top 10 Going Paperless Posts for 2012 (December 25, 2012)
- 5 Ways I Use Skitch With Evernote to Make My Life Easier (December 20, 2012)
- My Mobile Paperless Office (December 11, 2012)
- Paperless Stickies and Other Tips for Evernote 5 (December 4, 2012)
- Capturing Fitness and Health Information In Evernote (November 27, 2012)
- Paperless Resources for the New Year (November 20, 2012)
- Examples of Paperless Automation Using Evernote (November 13, 2012)
- Using Note Links to Create Relationships Between Notes in Evernote (November 6, 2012)
- 4 Ways to Use Evernote for National Novel Writing Month (October 30, 2012)
- Paperless Tips Now Available in a Shared Notebook in Evernote (October 23, 2012)
- 4 Tips for Going Paperless with Kids (October 16, 2012)
- Creating Interactive Holiday Wish Lists in Evernote (October 9, 2012)
- 8 Ways I Use Evernote to Manage My Blogging (October 2, 2012)
- My Top 10 Saved Searches in Evernote (September 25, 2012)
- A Day In the Life of a Paperless Writer (September 18, 2012)
- Automating the Creation of Meeting Minutes Using IFTTT and Evernote (September 11, 2012)
- 3 Tips to Stop Producing Paper for Evernote’s 30-Day Paperless Challenge (September 4, 2012)
- 4 Tips for Organizing Documents in Evernote’s 30-Day Paperless Challenge (August 28, 2012)
- 3 Tips for Getting Started with Evernote’s 30-Day Paperless Challenge (August 21, 2012)
- The Evernote Paperless Challenge (August 14, 2012)
- 5 Tips for How a Paperless Lifestyle Can Better Capture Some Everyday Interactions (August 7, 2012)
- 9 Tips for Paperless Meetings (July 31, 2012)
- Paperless List Management Using Evernote (July 24, 2012)
- Eliminate Stacks of Paper By Converting Paper Magazine Subscriptions to Digital Subscriptions (July 17, 2012)
- Practical Problems of the Paperless Lifestyle (And How I Deal With Them) (July 10, 2012)
- Creating a Digital Version of Your House Using Evernote, Penultimate, and Skitch (June 26, 2012)
- Answers to Your Paperless Lifestyle Questions (June 19, 2012)
- Mobile Paperless: Or Tips for How Going Paperless Can Help You When You Are On the Go (June 12, 2012)
- The Apps and Gadgets That Keep Me Paperless (June 5, 2012)
- Spring Cleaning, Or Archiving Your Paperless Data (May 29, 2012)
- Paperless Conferences and Conventions (May 22, 2012)
- To Scan or Not To Scan: That Is The Question (May 15, 2012)
- Tips On How I Use Evernote to Remember Everything (May 8, 2012)
- Tips for Organizing Your Digital File Cabinet (May 1, 2012)
- Digitize Instruction Manuals and Use QR Codes to Find Them In Context (April 24, 2012)
- Securing Your Digital File Cabinet (April 17, 2012)
- A Process For Going Paperless In 10 Minutes a Day (April 10, 2012)
- Tools of the Trade (April 3, 2012)
This is so awesome. Thanks Jamie. I thought that I was pretty organized. Clearly I’ve got some work to do. I am sharing your posts with my family and friends. Cheers!
Always look forward to Tuesday(s) knowing you’ll be pushing a new post. I’ve yet to download the new update as I was waiting for the dust to settle. Do you think this version will replace your use of Drafts for quick note taking ?
Your blog has been a great help to me moving towards a paperless lifestyle. I’m still refining and trying to get it just right but I feel I’m making progress. I just wanted to let you know about two services I’ve been using that have been helping me with this endeavor.
http://www.wappwolf.com and http://www.filethis.com
wappwolf does a limited number of things that ifttt does however it does somethings that it doesn’t. For one, it can monitor a dropbox folder and whatever is placed in it can be converted to pdf and automatically loaded to evernote.
filethis.com monitors my personal accounts such as bank and credit card and downloads statements for me then uploads them to evernote as well.
Thought you might find these interesting. Thanks again for your work and writing in regard to going paperless.
Corey, thanks for the kind words on the blog and the suggestions. I have heard of FileThis, but I had not heard of wappwolf. It looks interesting.
I am 100 % paperless at home and at work (I work from home). I find it such much easier to function this way. I would love to join the Evernote Ambassador program but can’t find a link to do so. Can you help?
Hi Kelly, a few years back when Evernote first started their Ambassador program, they used to have a link, but I believe it has been invitation-only for a while now. You can find the main Ambassador page here, if you haven’t seen it yet.
This is one of my New Year’s resolutions. My husband is not completely on board (still likes to read paper books, makes lists on paper, etc) but I’m going to do it as much on my end as possible. A little paper isn’t bad. It’s cutting out the stuff that simply doesn’t have to be there.
I jokingly say I have a “paper phobia” but with 2 kids ages 8 and 7, it’s kind of a true statement! 🙂
This is a great and comprehensive list for going paperless. Liberating for me. I can’t wait to implement alot of your ideas. Evernote is my paperless BFF. Thanks for your posts they are a fantastic help!!
Did you try also going paperless with digital signature? i would advise to check it out. Great post! I especially liked “tips on Evernote” – Thanks.
I’ve been an Evernote user for years to keep track of this and that, but I never tried to use it as anything more than a slightly glorified note taking app. Just this week, I decided to go all-in and try to get myself organized with Evernote as my paperless life hub, and I stumbled across your blog. Thank you for all of the tips and instructions you’ve already posted, and thank you in advance for continuing to post more. I know I’ll be a regular reader.
This is a revelation. I’ve been using Evernote for a couple of years, with it installed and sync’d on all devices.
I have slowly been going through important documents and scanning them; I take photographs of receipts; screenshot web confirmation pages and more.
It’s certainly something that needs to become a habit, and I think I’m almost there.
Your blog has been very welcome in giving me ideas and tips – it’s now bookmarked for regular access.
Such a great site, Jamie. I’ve been reading posts on your site since I started Evernote a few years ago – well over 4000 notes ago. I’ve recently gotten a Doxie after reading about your mobile paperless office. My daughter loved helping me. Thanks for all the great information.
I am trying to understand the use of post it notes and Moleskin. What am I missing? I am premium user. Been paperless using Evernote for over a year. Why would I consider using products that would cause me have “floating paper” again?
Mitch, I think there are at least three categories where something like this is useful:
1. Personal preference. Some people prefer paper for some things and scan it only to make searching easier or to have a digital archival copy. I say that I’m going paperless because it is an on-going process for me. One personal example, I still do my baseball scorecards on paper. I’ve tried apps and things, but for me, nothing is quite like having your score book and scratching in the scores with a pencil. (See my post later today.) That said, when the game is over and I’ve completed my scorecard, I scan it into Evernote so that I have a copy that is accessible anywhere.
2. Circumstance. On a more practical level, I’ve been in meetings where you are not allowed to bring mobile devices or laptops because they are deemed “too distracting.” In these meetings, I’m stuck with scratching out notes on a pad of paper. Circumstance dictates this. It wouldn’t be my first choice, but as a good corporate citizen, I play along. When the meeting is over, I scan the pages into Evernote.
3. Speed. For some people, it’s a lot faster to jot something down on a Post-It or in a notebook, especially if they don’t have access to a mobile device. But even if they do, some people are more comfortable capturing notes on paper and then scanning in the paper later.
It all comes down to personal preference. In your case, there may be no need for Post-Its or Moleskine (I don’t use them, either). But I have to continually remind myself that not everyone works the same way that I do, and you’ve got to do what’s most comfortable for you.
As soon as I got my iphone and discovered Evernote, I started going paperless. For years before that I kept everything I possibly could on my computer, but I didn’t always want to carry my monster of a laptop everywhere. Evernote fixed that problem.
Now my workbench at school is clean – or at least clean of paper – because all the notes that get handed to me in the studio get scanned and handed back. I’m working on convincing my professors to just upload them to blackboard so I can download and forget the paper entirely, but that’s a slow process for people who are set in their ways, lol.
Now nothing gets lost, and thanks to being able to search scanned documents I can find the notes I’m looking for quickly (it used to be 10-15 minutes wasted pulling paper out of drawers and shelves).
I also purchased a bluetooth keyboard, so I take all my notes on my phone with Evernote too. The only thing I haven’t found a full replacement for is my sketchbook. I know there’s skitch, but for now I only have my phone and the screen’s a bit small. I do sketch in photoshop with my drawing tablet and then drop those files into evernote, but I don’t have a digital way to sketch at school.
I’ve spent a good portion of the weekend devouring your many posts on going paperless. Thank you so much for developing and sharing all of this really tremendous information!
This summary page containing links to the posts is very helpful. However, having read through your years worth of posting, I’m not entirely sure I’m clear on the complete picture of what you are using today. Your approach, quite reasonably, has evolved on a number of issues, such as your notebook structure or which programs you use to handle to-do’s and reminders. Your catch-up notes and FAQ postings help to do a partial consolidation, but even they don’t provide a view of the entire forest.
So, a suggestion for you to consider: Your system is complex, and I do want to make sure I am accurately visualizing both the entire forest and the key individual trees clearly. Is there a way you could graphically convey the current versions/states/choices/roles of the major elements of your paperless system in one architecture diagram, maybe with links to access more detail or the most current explanatory postings behind each element, so that those of us eager to start fresh and accurately with your current setup can be sure we’re working off an accurate picture of your entire system? Such a picture would also be helpful for us to then more easily visualize how our systems might or might not change when you inevitably make future revisions and improvements. I realize this might be a tremendous amount of work, but you’ve already drawn partial pictures, such as some of your flow charts and the five cloud apps that handle your digital life. I think it would be of tremendous value, even for long-time readers of what you’re writing, if you could pull these together in a way of both conveying the whole but also providing another means of organizing and accessing the wealth of information you’ve assembled.
In any event, thanks again very much for everything you’ve posted so far and for all of the effort you’ve made to make things accessible and clear!
Joe, this is a clever idea, and I’ll need to think about how to make it work. I like the idea, just need to figure out how to properly unify it. In the meantime, for a more recent summary of what I’m using, you can check how the How I Work interview I gave over at LifeHacker back in February.
Thanks for the LifeHacker piece…that definitely helps. I’ll also keep my eyes open for whatever else you come up with. Thanks again!
Thanks for the information and a great site! Cheers!
I really enjoy reading your “Going Paperless” blogs. They have helped me become more organized and I think the Evernote tips are great. I have found a program called IQTELL which I think works great. Have you tried this program? I would be interested to see what you thought of it and why you do or do not use it. Thanks
Colin, thanks for the kind words on the posts. I’d never heard of IQTELL, but I took a quick look at it. It’s probably not for me, mainly because (a) I am a dismal failure when it comes to GTD methodology. I’ve tried it enough times to know it just doesn’t work for me. (b) I have a pretty good method for achieving inbox zero already and have no real need to replace it. But thanks for calling my attention to it. I imagine others might find it useful.
Going paperless totally depends on a constant supply of electricity and the constant presence of the internet. What if one or both go away? EMP or such? Shouldn’t we have paper copies of important documents? Or did you already say that?
I’ve been making my way through your posts, but so far I haven’t seen an answer to my question. Why do you use Evernote over say, Google Drive?
Jamie, just found your blog and as a avid user of Evernote/Scansnap since…. well since EN was a stand alone piece of software and it was NOT interfaced directly with EN. I’m always interested in seeing how other superusers make use of these valuable tools.
As of late, I have begun to snap documents/receipts directly from my (Android) phone into the EN app. photos too. I am curious about your thoughts of any advantage to using a scanner to capture docs and receipts. Because I am a EN (what do they call it when you’re a subscriber that pays?) I have the additional functionality of OCR in jpg … which I think is just magic! I love it. With that capability covered, what other features/advantages are there to scanning vs. photographing into Evernote? Thanks in advance for your feedback.
Annoyingly if I try and clip this article in evernote either you have the choice of:
1. simpified, which strips out all of your hyperlinks; or
2. Full – which makes the whole thing totally unreadable with one letter (yes just one letter!) per line scroll down the page and nothing else
Looks like Evernote may be abandoning local notebooks. I think going paperless without a local storage option is a non-starter for many, as it would place sensitive documents online.
FWIW, I just checked, and I still have the ability to create local notebooks in the current version of Evernote I am using (6.5 Beta 2 on Mac).
@Jamie, yes, we still can. But see the link I posted to a thread over at the Evernote forum, which quotes this response by an EN employee:
“”I was forwarded this ticket from another representative in order to help you out with the inability of your Evernote account to create local notebooks.
This is by design, but there is a current work around.
A little back story – Evernote is studying the possibility of eliminating local notebooks all together and moving to a completely synced service. The reason we’re trying this out is because synced notes can always count with our Note History feature as a back up, or “safety net” to recover previous versions of your note if something is erased by mistake. Local notebooks don’t currently have any backup tool as such, therefore we feel that this is not the fair and compete solution our users expect from us.””
I am New to evernote. I am going paperless at my office and have started scanning files into evernote using scansnap, however, it is imperative that i am able to add blank pages to those notes and edit them. For some reason, however, I am not seeing the pencil icon on the tool bar, allowing me to edit. I see everything else, font, text alignment, highlight, colour etc. I feel silly, like dam missing something. Please help.
Evernote 6.6 makes most of my recent notes Unavailable