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jaytkay's avatar

Paperless office / File Management Macintosh software?

Asked by jaytkay (25810points) April 8th, 2011

I would appreciate any opinions on Macintosh software for viewing/organizing/tagging file archives. Also any un-recommendations (software you do not like).

I am working with someone to scan his paper records so we can get rid of the boxes of documents cluttering his office. We will scan to PDF and we will also be saving old MS Word documents to the same location.

The files will scanned to shared network drive using a Windows machine. The files will then be used by a Mac and two Windows machines.

Note: he really likes Paperport for Windows on his ancient laptop, especially the thumbnail views.

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2 Answers

creative1's avatar

You can get Ms Office for mac business edition and word is in there…… Just an fyi you can also run the windows application on the new macs if you so choose, I have personally not choosen to do but there are many who do.

If I remember Paperport files correctly you are able to convert them to jpegs that can be read by any computer.

gorillapaws's avatar

Believe it or not, the Finder makes an excellent file management system. We’ve been using it in the office for basically the same purpose and it’s been fantastic. Spotlight will index your files, quick look allows you to quickly browse the content of the documents. You can create smart folders, automator actions, and take advantage of the finder’s built in labeling, comments, thumbnail/cover-flow views, sorting and folder hierarchies, and time machine backs it all up.

The real key for us was devising an intelligent folder hierarchy system that worked for our needs and could be expanded from year-to-year, and then being vigilant in our naming of files with accurate/descriptive names once we scanned them in (we prefix the file names with a short combination of letters that indicate the nature of the file). We’ve been using the finder for this for about 4 years now and have tens of thousands of documents scanned and saved. You also might want to consider using Apple’s Pages app for working with .doc files since it’s MUCH cheaper and fairly solid in it’s import/export capabilities (not to mention it’s much nicer to use).

You can ask our bookkeeper for a receipt from April 3rd of 09 and she can pull it up in a matter of seconds.

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