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Basics of Paperless

Foundational Lessons

Course Content

An introduction to paperless that builds a solid foundation from which to start. This course looks at:

  • Advantages of paperless over paper;
  • A brief history of the PDF file and why it was invented;
  • An overview of how to run a paperless office and the benefits that flow.

By the end of this course you will understand how paperless trumps paper, why the PDF file is a central element to a paperless office, and how you too can start to move towards a paperless office.

Document Review

Opening, reading, annotating and saving digital documents.

Course Content

Learn the foundations of paperless document review, and revolutionise the way you handle your documents. This course covers topics including:

  • Accessing files;
  • Navigating documents;
  • Bookmarking & highlighting;
  • Searching documents;
  • Saving annotated files;
  • Password protection.

The course also covers some practical aspects of working with digital documents, including:

  • How to neutralise common objections to digital document review;
  • How to better retain information when working from a screen;
  • How to prevent eye strain from prolonged screen use;
  • How to select the best document review software for your needs.

By the end of this course you will have a good general understanding of document review, an appreciation of the different software solutions that are available, and the know-how to get started with digital document review.

Document Management

Efficiently store, organise, and access your documents.

Course Content

Know where to store everything, and where to find everything, by organising your file storage according to this straightforward system that works without any third-party software or add-ons.

Simply use File Explorer (Windows) or the Finder (MacOS), together with your chosen cloud storage (if applicable) to devise and build your own bespoke file management system!

This course covers topics including:

  • Systematising your file management;
  • Basic file management structures;
  • File storage and file naming;
  • How to devise your own bespoke system;
  • How to implement your own system.

By the end of this course you wil have a good general understanding of file management principles and practices, a template for your own bespoke file management system, and familiarity with the tools and functions needed to implement that system.

Office Operations

Merging, splitting, dissecting and rotating digital documents.

Course Content

You can’t staple or rip a digital document so, in this course, I’ll show you how to carry out various ‘operations’ in your paperless office. These include:

  • Rotating individual or multiple pages;
  • Splitting large documents into smaller sections;
  • Extracting individual or multiple pages from documents;
  • Merging two or more documents together;
  • Creating a PDF booklet (and adding page numbers, a table of contents, and a bookmark tree 😀).

I’ll show you what software to use, how to get a free copy of the software, and how to use all of its functions.

This course also covers some practical aspects of office operations, including:

  • A look at the tools and tasks that are made redundant by going paperless;
  • How to build legal briefs (for yourself or for others) from digital documents;
  • Sending and receiving digital briefs and multimedia files.

By the end of this course you will be well able to conduct essential ‘operations’ on your digital documents, you’ll have the software to do it, and you’ll know precisely how the software works.

Note Taking

Making, arranging, storing and accessing notes.

Course Content

Digital notes are a powerful tool in your arsenal, and are so much more useful, effective and efficient than paper notes. I’ll show you how to get and use the best software for making, arranging, storing and accessing notes.

Digital notebooks (unlike paper notebooks) cannot be lost, dog-eared, mislaid, damaged, or wrecked by a cup of coffee. They are always accessible, from any authorised device. Beyond that, they are customisable, adjustable, and can facilitate all kinds of different content like handwriting, typing, pictures, videos, and web links.

Once you’ve seen and discovered the capabilites of digital notebooks you’ll wonder how (and why) you managed for so long with paper 😉.

This course covers topics including:

  • Digital Notebooks -v- Paper Notebooks: Similarities & Differences;
  • How to use digital notebooks in practice;
  • Methodologies for maximum efficiency;
  • Collaborating with others using digital notebooks;
  • The software that I use, together with a detailed tour of all its features and functions;
  • How to find, download, install, and start using digital notebooks in your own office.

By the end of this course you will have a very good understanding of the benefits that digital notebooks offer, a knowledge of the options that are open to you, and a detailed understanding of how to use digital notebook software in your office to drive greater efficiency.