Guides ยท Everyday Life

Paperless Records Basics

Digitize and organize important records

This guide covers choosing a scanner app, creating a folder/tag scheme, backing up documents securely, and setting review reminders to keep records current.

Select scan tools

Use a phone scanner app with OCR or a flatbed scanner for batches.

Organize folders and names

Name files with date_type_subject and use a few top-level folders.

Secure and back up

Encrypt storage, sync to cloud, and keep an offline copy of critical documents.

Maintain an index

Track critical documents and review annually to remove or update items.

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