Introduction:
As businesses and individuals increasingly move away from paper-based systems, the need for digital solutions to archive paper records and digitally archive documents becomes more pressing. Transitioning to digital document management reduces physical clutter and boosts efficiency and accessibility. Ready to enhance your document management? Learn more about how to archive documents digitally with PaperOffice in this SwifDoo PDF post.

PaperOffice is a comprehensive tool for digitally archiving documents. It simplifies email and document archiving in PaperOffice, scanning, organizing, and securely storing paper and digital files. By digitizing documents, you gain better searchability, faster retrieval, and a more organized workflow. 

What Is DMS PaperOffice?

PaperOffice is a comprehensive document management system designed to help businesses and individuals archive documents digitally. It allows users to scan, organize, and store documents in a secure, searchable digital format. With PaperOffice, you can streamline document workflows, reduce paper clutter, and quickly retrieve files whenever needed. Whether you need to scan, organize, or archive documents digitally with PaperOffice, it simplifies document management and improves efficiency.

Check out the main features of digital document management in PaperOffice.

  • Search Filter for text recognition with the help of OCR
  • Archive and link only email or email and attachments together
  • AutoFill feature helps recognize the document's content and intelligently links it to the saved contacts
  • Allows clients to upload directly to the tool to archive documents digitally
  • Enables users to rotate, delete, and edit the pages of the document with ease as per their requirements

Archive Documents Digitally with PaperOffice: Detailed Steps

PaperOffice is a robust document management software and system provider offering various archiving features. Using the document capture with PaperOffice, users can easily add files by 'dragging and dropping' them from File Explorer or emails. It can archive multiple file types, including screenshots and webpages, and scan documents to PDFs, specifically PDF/A, using the integrated "ScanConnect" scanner tool. This streamlined process helps convert paper documents into digital formats, ensuring organized, searchable archives for easy access and long-term storage.

Below is a detailed process where you'll see how to archive documents digitally with PaperOffice, whether private emails, scan documents, or capture documents.

Private Email and Document Archiving with PaperOffice

Step 1: Download, install, and launch PaperOffice on your device.

Step 2: Open the private email with the preferred attachment to upload documents to PaperOffice. When you click the attachment and drop it on the main interface after dragging, a dialog box will flash stating that you can drag the file into the PaperOffice window by releasing the mouse button and deciding the further process.

Note: You can also click Cancel Operation if you have opened the wrong attachment.

Step 3: Once done, select the first box, the PIA Show Storage Dialog box, to recognize and analyze the document automatically.

Step 4: A new window will display with your attachment, and PaperOffice will process the document. The detection process can take a few seconds to complete.

Step 5: Once done, click the Download the Document Now tab to initiate the process and archive the documents and emails privately with PaperOffice. Your document will save automatically. Or, select Save Document Manually to skip the automatic saving and select a storage location manually.

Scan Documents for PaperOffice Archiving

Step 1: Download and log in with your credentials to the archiving software, PaperOffice. Click the + icon in the upper left corner and choose the Paper Document button from the dropdown menu.

Step 2: Adjust the properties according to your preferences in the tool's scanner panel. Tap the Start Scanning button in the lower left corner and allow PaperOffice to convert the paper documents into digital ones.

Step 3: Once the scanned results appear, you can right-click on a page to choose between the Add/Turn or Remove options.

Step 4: Click the Save and Finish button to save the documents to PaperOffice for long-term archiving. Tap Manual Storage to adjust the file location and ensure PaperOffice says your archived scanned paper document is where you need it most.

Capture Documents with PaperOffice to Archive

Step 1: Download and install the document archiving and management software platform, PaperOffice, on your computer. Hit the + icon at the top of the navigation bar and choose the Screenshot tab from the dropdown menu. 

Step 2: Now, capture the area you want to archive in your document.

Note: If you have marked the wrong area, you can easily cancel it by tapping the Esc key on the keyboard.

Step 3: Once captured, a dialog window will display. Select the PIA Show Storage Dialog box (the first one) to recognize and analyze the document automatically.

Step 4: A window with your new screenshot will pop up. PaperOffice will process the entire image to recognize the OCR text. The whole process may take a few seconds.

Step 5: Once done, click the Download the Document Now tab to initiate the process of digital document filing with PaperOffice. Your document will save automatically. You can also select Save Document Manually to skip the automatic saving and select a storage location manually.

Best Tool to Ease Document Archiving in PaperOffice

Archiving paper documents efficiently is crucial for maintaining organized records. Using a tool like SwifDoo PDF can help archive in PaperOffice. It simplifies the process by converting paper documents into digital PDFs, making them easy to store and access. SwifDoo Cloud for file storage further enhances the process, providing a secure and convenient platform to save and manage your files. It's the best way to archive paper documents while ensuring long-term accessibility.

While you can archive documents and emails with PaperOffice digitally, here's what SwifDoo PDF can do to get customized digital documents quickly.

  • Quickly create PDFs from a scanner and set page size and resolution.
  • Capture documents, websites, or anything on your screen to save and archive with PaperOffice.
  • Save the documents as multiple separate files or a single file with free cloud storage.
  • Apply OCR to make the scanned documents searchable and editable.
  • Screenshot the documents or any processes to save directly or save them as PDFs ahead of the document and mail archiving using PaperOffice.
  • Directly edit the existing PDF content and add annotations before your electronic files are archived in PaperOffice.

 

Final Words

In a nutshell, the document management freeware PaperOffice simplifies the document management process by allowing users to scan, organize, and securely store digital and physical files. With its powerful features, PaperOffice ensures easy access, improved workflow, and long-term preservation of important documents. Embrace PaperOffice to archive digital documents and enhance document management. Furthermore, SwifDoo PDF offers a streamlined and efficient all-in-one PDF solution that can even help you create a document archive without hassle.

Charlotte

Columnist