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Now that we are well into the new year, it is time to track and check off those New Year's resolutions. If you remember from my first presentation, I was the sticky note guy. It was a large part of my motivation for going paperless.  One of the first things I needed to do to become paperless is find a way to replace all of those sticky notes and a solution to help me manage my to do list. Over the years I have tried everything from Outlook tasks to google tasks, to remember the milk, to whatever other app of the month I came across. Nothing seemed on stick until I came across Trello. I think Trello stuck because it works the way my mind worked. Trello uses board and lists with tasks flowing from list to list as the progress. Other great apps include Wunderlist, Any.DO, Todoist and Microsoft ToDo. You can also just use OneNote taking apps too. The key for me is that every app needs to keep the same list on ever device. Below is a brief are links to the resources for each option along with a little more detail on my favorite Trello. How do you manage your to do list? Keep Advancing, Ralph Best to Do List Apps
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hile I have stopped producing paper, I still receive paper from others throughout the day. One of the biggest culprits are receipts. My old process was just to shove the receipts in my wallet until I got back to the office and then tape them to a sheet of paper, and scan the receipts using the copier. To save some time, I started to take pictures of the receipts with my phone, but they always seemed blurry. So after a little digging, I came across two scanner apps that process the pictures taken from the phone's camera.
Keep advancing, Ralph As you markup your PDFs more and more, it seems that your digital page gets covered. This makes it difficult to read after some time. You can select each text box and manually resize the box to get rid of extra space or you can use the auto-size function to save a little time. Simply select the text box and press "Alt+Z". Better yet, press "Ctrl+A" to select all markup and then press "Alt+Z" to auto-size the text boxes. See below for an example. Also, remember that you can auto-size the font of a text box by checking the "auto" box next to the font size in the properties tab.
Keep Advancing, Ralph There are numerous forms and templates out there that we use on a monthly, weekly, or even daily basis. Forms such as daily reports, RFIs, and submittals. We often populate these forms using Word or excel and then convert to PDF before we send. But if they are standard enough, why not just fill them out right in PDF. Below are a few instructions for how to use Bluebeam to create a form, save the form as a template, fill out the form and publish it flattened.
Keep Advancing, Ralph One of the myths I hear all the time is that "wet" signatures are more valid than digital signatures. It's simply not true. The American Bar Association has had guidelines in place for digital signatures since 1996. They state "A verified digital signature… generally equals or surpasses the comparable assurance provided by writing on paper." Using digital signatures rather than "wet" signatures has helped me to optimize my paperless workflows removing the need to print a document only to sign it and scan it back in. See below for instruction for how to make your digital signature in Bluebeam.
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AuthorRalph Kreider strives to help make the construction industry more effective. Archives
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