A Step-By-Step Guide to Make Your Office Paperless

Posted by Bob Loblaw on Tue, Dec 11, 2018

There's been a lot of talk about "going paperless", paper documents and filing cabinets have been the way to organize information for decades; but that doesn’t mean they’re the best option. Many Businesses and Departments worldwide are transitioning from physical documents to electronic document management systems. Why? There are many reasons; and simply put, the benefits far outweigh the drawbacks.

Going entirely paperless may not be the best option for every business, but even just digitizing a portion of your records can help you reap the advantages of a paperless office. The future is paperlessbut how do you achieve this exactly?

Going Paperless Statistics

More and more businesses are realizing that paper is an expensive and inefficient way to manage their information, and so they turn to electronic document management. However going paperless isn’t something that happens overnight; it is a process that takes time and effort, and many department coordinators are intimidated by the prospect of making the switch. As intimidating as the concept may be, switching to paperless information management systems is a necessity if you want to efficiently and securely organize employee documents and data. After Human Resources should be about people, not papers.

We talked about the benefits, but to make it easier, here are simple steps you can follow to make the switch.

Step 1: Lead the Way

What do you think is the number one reason companies don’t go paperless? The answer may surprise you.

Going Paperless Step 1 - Lead The Way

47% of employees surveyed said that one of the top three reasons for not going paperless was a lack of management initiatives or mandates. Essentially, they’re ready and willing to go paperless, but nobody is leading the way.

If you manage a company’s department, then this responsibility falls on you. You need to take initiative, step up, and lead the way to becoming paperless. Set goals for your department as a whole that encourage everyone to transition to an electronic document management system. You may even want to set up some kind of reward initiative for when the goal is met to encourage all employees to participate in the efforts.

The important thing to note here is that you lead by example. If you have your own filing cabinet of documents, take responsibility for transitioning those to an electronic system. Set goals for yourself, and take ownership for meeting those goals. If your employees see you leading the way, they are more likely to follow.

And if you’re not the leader, push those who are to start setting initiatives for going paperless.

Step 2: Get Everyone on Board

No matter how strong the paperless example you set, your department won’t make the transition unless you have everyone on board. A recent survey asked businesses which departments were most resistant to a paperless work environment.

Going Paperless Step 2 - Everyone On Board

Click to Learn More There are many important departments in a business, but let's take Human Resources as an example. As you can see, the HR department is actually third on the list. Why? Because HR department handles a lot of sensitive information (employee healthcare information, banking information, etc.), many HR employees worry about keeping that information secure. So how can you get the whole department on board?

Here are some tips:

  1. Show them how it benefits them – Demonstrate to your teams how going paperless will make their jobs easier. If they see the time and effort they can save, they’re more likely to be on board with the change.
  2. Show how it benefits the company – Making your HR department paperless can benefit the company as a whole. It will save the business time and money, and gives employees easy, instant access to their personal information. If they can see the changes it’ll make for the greater good, they may hop on the bandwagon.
  3. Address compliance concerns – As already stated, many HR employees may resist the switch to paperless because they’re worried about compliance issues. The truth is, going paperless can actually help you to become more compliant. Paper processes expose your company to potential liability due to lack of security or lost paperwork. On the other hand, electronic document management software possesses security measures and other features that ensure vital information is protected. Demonstrate these features to your team members to show them how going paperless not only doesn’t create compliance issues, but can actually eliminate potential issues in existing paperless processes.

Step 3: Organize the Paper

Now that you’ve set up some initiatives and gotten your team on board, it’s time to start the dirty work. Before you begin scanning your physical documents into an electronic system, you need to organize what you have—and odds are, you have a lot.

Going Paperless Step 3a - Organize The Paper


To tackle these mounds of papers, you should divide the work and utilize your team members appropriately.

Here’s how you can quickly and easily get your stacks of paper organized and ready to be entered into an electronic system.

Going Paperless Step 3b - Organize The Paper

Once the paper is all organized, you can prepare to take your department into the paperless era.

Step 4: Get Software and Get Training

While your employees are preparing the files for entry, you need to find the right document management solution. There are many document management systems out there for you to choose from, so you need to do your research and compare your options before making a decision.

To help you during your search, you should sit down and make a list of the things you need in your document management software, as well as the things you want that aren’t absolute necessities.

Going Paperless Step 4 - Get Software and Get Training

Heard about eDocs? Click Here to Learn More  Request a Personal 30-Minute Demo

Once you’ve created your list, figure out your budget for the new software. You may need to consult with Finance and your business executives about this. Then, with your list in hand and your budget in mind, you can start comparing software. You should aim to find something that meets all of your needs and at least a few of your wants while still staying in your budget.

Get as many demonstrations and trials as you can so you can see how the software functions. You may want to let other employees test the software too, to ensure that it is usable and easy to learn.

After selecting your software, you need to select the employees who need to be trained on how to use it. Depending on your situation and your business, you may want every employee to learn how to use the software, or only a few. The important thing is that all employees who handle, file, and need access to information will be able to do so electronically.

Step 5: Start Scanning and Filing Electronically

With the necessary employees trained in the software, you can start scanning in your documents and filing them electronically. This is also a good time for you to assess how to handle incoming documents while catching up on your backlog of existing documents. From the time you scan your first document, all incoming  paperwork should be filed electronically.

After all, you don’t want to be constantly playing “catch-up” when it comes to being paperless; you want to move forward with paperless processes already in place. Start with the documents you get today, and move forward. Once your team is familiar with the software and the paperless process, you can worry about the backlog.

Going Paperless Step 5a - Start Scanning And Filing Electronically

If your team finds it overwhelming to scan the backlogged documents while handling their current incoming documents, you should look into hiring an additional resource, such document scanning services. They can work on scanning the backlogged documents while your full-time employees move forward with your new paperless processes. This enables you to get caught up more quickly so that you can become a completely paperless business.

Rent and Scan Myself  Click to Start Scanning Services 

No matter who you delegate this task to, consistency is key when making the switch to paperless, so it is vital that everyone who is organizing and entering information is following the same steps and using all of the same guidelines.

Set a clear goal of when you want all documents to be in the electronic system. Break this goal into benchmarks so employees have a short -term goal to shoot for.

Going Paperless Step 5b - Start Scanning And Filing Electronically

The graphic above is an example of one department’s game plan. Posting something like this in a highly visible area in the office can help motivate employees to meet the benchmarks and achieve the end goal. Try to have a reward in place for each benchmark along the way, as well as for meeting the final goal. Going paperless takes work, and your team should be rewarded for getting the job done.

Step 6: Tell the Rest of the Company

Once you have your current documents switched to electronic copies, you can’t stop there. Tell the rest of the company about the switch you’ve made. Make sure to send out an email addressing any concerns regarding security, and tell them about all of the benefits they’ll experience from the switch.

You’ll also want to introduce them to electronic sharing as well. Get all employees—old and new—on board with electronically signing and sharing documents. If all employees keep their documents electronic, it’ll save your employees time with scanning them, which saves your company money.

Going Paperless Step 6 - Tell The Rest of The Company

Make sure everyone in your company is familiar with whatever version of electronic sharing you choose to use—email, online sharing, etc. Introduce them to electronic signatures as well. Getting everyone on board with as many paper-free processes as you can will help your departments and business to keep your paperless systems consistent, efficient, and organized.

Step 7: Enjoy the Benefits

As you continue to make your processes paperless, you’ll see a number of benefits in your office.

Going Paperless Step 7 - Enjoy The Benefits

With savings in time and cost, as well as increased document security, your employees, and your business as a whole, will benefit from making the switch to paperless. By following the steps outlined above, you can get your document overload under control and become a better, more efficient business.

With electronic sharing capabilities and paperless filing, you can cut out pounds of paper and save your business time and money. With features like eSignatures, optical character recognition, instant electronic sharing and cloud-based file storage, we can help bring your office into the paperless era; we can help your business succeed!

Click for Your Free Quote  Click to Start Going Paperless 

How is your Business managing your documents and files? What do you guys do to stay efficient? We love to hear!


Topics: Document Management Solutions, Document Management Software, Paperless Office, Paperless Filing, Green Initiative, Waste Reduction