idoc 268 Posted May 27, 2012 Share Posted May 27, 2012 I'm endlessly fascinated with how different members on this forum organize their stuff. Having read all of the relevant posts on this issue I realize that my method appears to be very different (which sometimes makes me slightly nervous). Like everyone else here I use minimal notebooks, judicious tagging and very compulsive key words on all my notes. The vast majority of my important stuff is on pdf's. The difference is that instead of thousands of notes I prefer to trim it down as much as possible. Therefore, I will have one note per issue with many pdf's within that note. So, one Visa note, one AMEX note, one T-mobile note, one Verizon note, one Tax 2011 note etc. Therefore, the T-mobile note contains all my t-mobile statements for the last 6 years. The statements from 2005-2011 are all scanned into one pdf file (using compressive, B&W parameters) and occupies less than 2MB. Then the 2012 statements are all there seperately stored by their month eg: "T-mobile stmt 03-18-2012." From time to time I have to consolidate these statements using Acrobat ie: at the end of the year I will merge all 12 of the t-mobile statements into the one that already contains the last 5 years. Using Acrobat, this type of merge takes about 1 minute. This lends to a very clean, minimalist structure which is very easy to search through.Until recently, the main downside of this technique was that by changing the pdf's within EN you would not really have an updated version of the pdf in your import folder. This was not a crucial issue since obviously the backup enex and exb files were always available. However, recently I have started using the "file...save attachments" feature to isolate all my pdf's and store them in a free cloud drive such as google drive. This now guarantees that I always have the updated pdf's even when I change them within EN. The only other downside to this technique was the fact that it is difficult to search for items within a specific pdf in an EN note if you have multiple pdf's in the same note. This limitation has been eliminated by google drive which now OCR's all the pdf's and will produce the text in the exact pdf where it resides. Since this problem rarely pops up I can deal with this slight limitation.I would be interested to find out if anyone else uses this method of doing things, if not why? If yes, how has it been working out? So far, I'm less than a year into it and am thrilled. My efficiency has skyrocketed and friends/colleagues are startled by how organized I am. Link to comment
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