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How to Use a Scanner to Get Organized
Digitizing paper documents can be a huge help
By Peter Piazza Peter Piazza Writer Peter Piazza is a former Lifewire writer and an award-winning technology journalist whose work has appeared in print and online. lifewire's editorial guidelines Updated on October 22, 2021 Tweet Share Email Tweet Share Email Accessories & Hardware Printers & Scanners Guide To Buying a New Printer The Quick Guide to Webcams Keyboards & Mice Monitors Cards HDD & SSD Raspberry Pi What to Know
Before digitizing your files, create folders and subfolders to organize the files. Make sure the scanner or printer supports Optical Character Recognition (OCR) software and that you have OCR software installed. The process is different depending on whether you want to scan a document on Mac or scan a document on Windows. Digitizing paper documents can help when organizing your important paperwork. Digital files, including PDFs, can be converted into searchable files using optical character recognition (OCR) software that typically comes with a printer. That means your information doesn't take up room, and it's easier to find. Also, you can save your digital files on CD or DVD, on a flash drive, in an online storage facility. Here's how to organize your scanned documents. anyaberkut / Getty Images How to Use a Scanner to Get Organized
Here are some steps you can take to organize your business or home using a scanner. You'll need a document scanner to make this work. It doesn't need to be expensive or fancy. If you don't have one, start with these reviews of photo scanners and document scanners for some best buys. If you don't want a separate scanner, an inexpensive all-in-one printer will do the job. Go through your paperwork and decide what you can digitize and what you can safely toss. This will likely take some time. Work in small increments if needed. Before digitizing your files, create folders and subfolders to store the files. Think about the categories you need, and set up a folder for each. Put credit card receipts in one folder, car insurance paperwork in another. Phone bills, grocery receipts, home repair bills, and so on can be placed in separate folders. Within each folder, create subfolders for each year (or month). It's easier to start with an organized system and add new paperwork to the right file than it is to rearrange the system each time a new receipt is scanned. To create a new folder in Windows, right-click the desktop and choose New > Folder. Repeat this step while inside the new folder to create a subfolder. To create a new folder in Mac, select File > New Folder, or press Shift+Command+N. Make sure the scanner or printer came with Optical Character Recognition (OCR) software. This allows you to scan documents into PDF format and edit the files. There's a good chance decent OCR software is installed on your Windows computer. If OCR software isn't installed on your computer, ABBYY FineReader and Adobe Acrobat Pro DC are popular choices. It's time to scan your documents. Exactly how you do this depends on the type of scanner and software you use. Lifewire has guides for scanning documents on Windows and Mac. When you're done digitizing documents, keep on top of the physical paperwork. Make sure you automatically scan documents each time you get new receipts or paperwork. Otherwise, the papers will start to pile up again. Was this page helpful? Thanks for letting us know! Get the Latest Tech News Delivered Every Day Subscribe Tell us why! Other Not enough details Hard to understand Submit More from Lifewire How to Choose a Photo Scanner Converting Paper Documents to PDF Files The Differences Between Types of Scanners How to Scan From Printer to Computer The 9 Best Document and Photo Scanners of 2022 How to Scan a Document in Windows How to Scan Documents With Your Android or iOS Phone How to Scan Documents With Your iPad Use a Digital Camera as a Scanner How to Quickly Scan and Digitize Photos What to Consider Before Buying a New Printer How to Print to PDF The 7 Best Screen Capture Software of 2022 A Guide to Multifunction Printers How to Calibrate Printers and Scanners Using ICC Printer Profiles How to Share a Folder of Google Drive Newsletter Sign Up Newsletter Sign Up Newsletter Sign Up Newsletter Sign Up Newsletter Sign Up By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Cookies Settings Accept All Cookies