- 7 Reviews
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Paperless is a digital documents manager. Remember when everyone talked about how we would soon be a paperless society? Now it seems like we use paper more than ever. Let's face it - we need and we use paper. But Paperless 2 is one of those incredibly useful applications that will help you manage all your paper and digital documents and at the same time positively affect the environment.
When it's tax time no more bringing a shoebox full of receipts to your accountant. According to ruling Rev. Proc. 97-22 from the IRS, a digital document is acceptable. With Paperless 2 you can create a Smart Collection and keep all your documents neat and tidy and in one place. Additionally, once you store your receipts in Paperless 2, you can select the receipts to email, print, or export to PDF, or even show as a chart.
Paperless 2 has the ability to keep up and maintain the task of not only reducing your need for paper but managing the paper you use. Simply scan your receipts, bills, statements, warranty cards, business cards - any paper document and the OCR function of Paperless 2 recognizes the data and adds it to the Details Window. The built-in search functionality even lets you find and organize receipts and documents into Smart Collections. Already have your documents as PDFs or other file formats? No problem. Simply drag and drop them into Paperless 2. By taking your paper receipts, product manuals and other documents and creating an electronic record you've already reduced your need for paper.
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I really enjoy how it helps you manage your electronic files. The Window's version seems outdated. Using keyboard shortcuts for copy, paste, select all, etc doesn't always work.
Paperless for Mac seems to do the job well enough. I had no problem installing or getting it to work with my Brother DS-740D scanner.
The documentation is extensive, though not always clear or complete.
I had to do a fair amount of 'head scratching' before I got things to work as expected. There are also cases where the docs simply don't match to software. For example, the docs state:
"To search all the items in the library, select Library from the source list in the left pane."
The thing to click to see all items in the library is called "Everything" on the Mac addition. This and others are things that can be figured out, but some head scratching may be involved.
Working out how to filter, generate, save and print reports was a significant challenge, but in the end I was able to get what I wanted.
My biggest problem was with what appeared be missing features. Item detail fields and the + - buttons to add/remove/edit them simply did not appear as the docs indicated. After a reboot, everything appeared as expected.