COURSE OVERVIEW

WELCOME & ORIENTATION

Welcome Message // Finding your way around // Brand new content

INTRODUCTION TO PAPERLESS OPERATIONS

Comparing ‘Paper’ Operations to ‘Paperless’ Operations // Specific Ways that Paperless Kicks Paper’s As* // Moving from Paper to Paperless

THE DIGITAL EQUIVALENT OF PAPER – THE PDF

Meet the PDF // PDF -v- Word Processing Files // PDF -v- Image Files // Why PDF is the Ideal Format for Paperless // Making a PDF – Scan, Save As, Print to PDF // ‘Image Based’ PDF -v- ‘Text Based’ PDF // Scanning – General Information // Optical Character Recognition (OCR)

HOW I DO PAPERLESS DOCUMENT REVIEW (READING, BOOKMARKING, ANNOTATING)

(Curing) Common Complaints about Paperless Reading // Bookmarks & Bookmarking // Annotating (eg. Highlighting & Underlining) // Software Options for Paperless Document Review

DOWNLOAD, INSTALL & FULL TOUR OF XODO (PAPERLESS DOCUMENT REVIEW SOFTWARE)

A Note to Mac Users // ATTENTION: Updates to Xodo // Download and Install the Software // Starting the Software and Creating Shortcuts // The Dashboard // Browsing Files and Recent Files // Pinning Folders // Document Viewing and Search // View Modes // Outline Sidebar // Adding, Deleting and Re-ordering pages // Adding, Ordering, Editing and Deleting Bookmarks // Highlighting: Adding, Editing and Deleting // Underlining: Adding, Editing and Deleting // Thickness, Colour and Opacity // Other Useful Annotation Tools in Xodo // Margin Notes: Font, Size and Colour // ‘Save’ and ‘Save As’ // Flattening: What it is and how it’s done // How to add password protection

HOW I DO PAPERLESS NOTE TAKING (THE SECRET SUPERCHARGER)

Paper Notebook -v- Digital Notebook: Similarities // Paper Notebook -v- Digital Notebook: Differences // How I Use Digital Notebooks in my Practice

DOWNLOAD, INSTALL & FULL TOUR OF ONENOTE (PAPERLESS NOTE TAKING SOFTWARE)

Digital Notebooks: Supercharged Paperless Productivity // Different Versions of the Software // Download and Install the Software // Starting the Software and Creating Shortcuts // How Digital Notebooks Work // Creating your First Notebook // The ‘Home’ Ribbon // The ‘Insert’ Ribbon // The ‘Draw’ Ribbon // The ‘View’ Ribbon // The ‘History’ Ribbon // The ‘Review’ Ribbon // Quick Access Toolbar // Settings & Help // Creating, Editing & Deleting Sections // Arranging & Moving Sections // Merging, Linking & Password Protection // Using Section Groups // Creating, Editing & Deleting Pages // Arranging, Moving & Linking Pages // Page Groups & Sub-Pages // Notebook Synchronisation // Sharing Notebooks // Typed Text, Styling & Tags // Handwritten Text & Drawing // Inserting Links, Documents & Images // Adding & Removing Page Space // Inserting Webpages & E-Mails // Screen Clippings // OCR (Optical Character Recognition)

HOW I DO PAPERLESS DOCUMENT MANAGEMENT (FILING & RETRIEVING)

Why Supremely Organised Storage is key to maximising efficiency // The specific Cloud Storage Solution that I use in my practice and the reasons I use it // The specific File Storage Structure that I use in my practice and the reasons I use it // The specific File Naming Convention that I use in my practice and the reasons I use it

SHORT COURSE ON PAPERLESS DOCUMENT MANAGEMENT

The Importance of File Management // Basic Building Blocks // Devising your File Management Systems // What’s in a Name? // Changing File Names & Sorting Files // File Naming Conventions // Structure, Hierarchy & Consolidation // Barrister Template // System Expansion Options

HOW I DO PAPERLESS OFFICE OPERATIONS (COMBINING, SPLITTING & TRANSMITTING)

The Tools and Tasks that are now redundant // Combining & Splitting // Sending & Receiving

DOWNLOAD, INSTALL & FULL TOUR OF PDFSAM (PAPERLESS OFFICE OPERATIONS SOFTWARE)

Download the Software // Install the Software // Start the Software // The Dashboard // Modules and Settings // Modules – Adding Files // Modules – Destination // Modules – Output and File Name // File Name Customisation // Mergin – Adding and Ordering Files // Merging – Selecting Page Ranges // Merging – Specifying Destination and Creating the Merge // Splitting – Adding the File and Setting up the Split // Splitting – Options and Dynamic File Names // Splitting by Bookmark – Bookmark Levels and Keywords // Splitting by Bookmark – Adding the File and Setting up the Split // Splitting by Size – Adding the File and Setting up the Split // Splitting by Size – Some Limitations // Rotating – Adding Files and Selecting Ranges // Rotating – Rotation Output Examples // Extracting – Extracting from PDFs // Mixed Merging – Adding Files and Setting Up // Mixed Merging – Mixed Merge Output // Creating Booklets – Preliminary Steps // Creating Booklets – Adding Page Numbers and Bookmarks // Creating Booklets – Adding Hyperlinked Tables of Contents

HOW I DO PAPERLESS LAWYERING

Introduction // Wi-Fi Dependence & Independence // Managing Screen Space // Consultations – in-person and remote // Negotiations & Mediations // Arbitration & Litigation

GETTING STARTED WITH OUTSOURCING

The Concept of Systematisation // Systematising your Practice // Documenting your Systems // Finding a Virtual Assistant // Data Protection & GDPR

RESOURCES & FURTHER READING

Gerard’s Kit Guide // File Storage Template (download) // Case Notebook Template (download) // Outsourcing (System & Process) Workbook // Deep Dive – Reduce Eye Strain // Deep Dive – Scanning Tips, Tricks & Software // Scientific American: The Reading Brain in the Digital Age