As a paperless office, we know scanning docs is a frequent part of your team’s life. There are so many different scanners and models out there, but we wanted to tell you about our favorite. If you’re in the market for a new scanner, check out the Fujitsu Scansnap. We use it for our documents (we’re totally paperless of course!) and we’ve been really impressed with it. It let’s you easily scan anything – receipts, business cards, letter-sized sheets, etc. – and it does it FAST.
It works on a PC or Mac and also scans plastic cards (like CCs). After you scan, you can choose to send the info to a folder on your computer, save it as a PDF, send it to an email address, and more. It makes getting paperwork into Paperless Pipeline pretty darn easy.
Another question we get a lot is – “What if I want to fax my documents into Pipeline?”
With HelloFax, you can send & receive faxes, request signatures, and fill out forms. Let’s say you need a signature on a doc, then want to forward it into Paperless Pipeline. First, login to HelloFax and click on “Request Signature.” Drag and drop your doc, enter the signer’s email address and a short message, show them where they need to sign, and send it along.
After it comes back to you, you can send it right to your Paperless Pipeline Working Docs. Click on “Send a Fax,” drag and drop your doc, enter your Working Docs email address, and click “Send it Now.” You’re good to go!
If you want to check it out, they have a free account that lets you fax five pages and request five doc signatures. If you like it, you can upgrade to one of their paid plans which start at $4.99 / month. The most basic gives you a local fax number, lets you fax 50 pages, and request 10 signatures monthly.
We like HelloFax because it’s an extremely useful app that manages to keep things simple – and you know how we feel about simplicity.