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PaperlessBrian

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  1. I use a series of rules in Hazel on OSX.. I have two different sets of rules in Hazel. One set is tied to FileThis which will deliver the statements automatically to a folder on my laptop. These rules generally just match the title of the file and snag the date. The other set is for scanning for which I use a separate "inbox" folder. These rules are a little more complex as they need to match the contents of the file which often changes. The maintenance can be a problem because sometimes statements/bills will change their format. In either case, I use AppleScript to push everything into Evernote and tag it.
  2. I have been storing in a folder system in parallel so I can compare the two systems. i definitely don't plan on doing it forever. Unfortunately, using hierarchical tags doesn't really replace the folder structure. For example, tags cannot share names and therefore you'd have to make everything unique. Not really the same but there's certainly a way to simplify with a hierarchy. So far I haven't found a single vendor who will email my statements. Thanks for the tip. OSX has an amazing search feature with Spotlight so I don't really need Evernote's search feature. Were you asking me, DTLow?
  3. Hey folks! So I've been using Evernote for my paperless office for 60 days now and I thought I'd share some of my thoughts. I'd like to get some feedback from you all as well. Before I get into some of my challenges, I'd like to share my current process. Input files come from either FileThis, scanned paper or emails direct to Evernote. Pre-processing is done by Hazel which sends to Evernote with the correct tags. Notes that cannot be automatically tagged by Hazel are put in Inbox for manual processing. So this works pretty well for much but here's the issue. First off, FileThis, as a service, is getting pretty unreliable. The guy who runs it no longer response to emails and as sites add more and more multi-factor authentication, connections keep failing to work. This means that more and more of my files need to be scanned manually. This brings me to the first challenge: what do I save? When I had FileThis working, it was pretty much "free" to download and save all my bills and statements. Now it's a nightmare. I'll need to start getting my bills/statements sent to me in paper again. I'm definitely not going to download them one at a time. I would love some advice on what to save and what to "shred". My second issue is with tags. I have three notebooks in Evernote: File Cabinet, Inbox, and Secure (local). I have about 45 tags answering three questions: "What is it?" i.e. correspondence, statement, bill, etc; "Who is it for" i.e. pets, people, etc; and "Why is it important?" i.e. tax year, legal, etc. This worked REALLY well when I had like 20 tags but now it seems to take forever to manually classify notes and frequently I end up failing to stay consistent. I've been storing all my notes on my computer in a folder system in parallel so I can compare the two. And I have to say that the folder system is SO SIMPLE and CONSISTENT. So, I'm actually thinking about just ditching Evernote and going with a folder system, but here are the features I will really miss. Adding comments: Evernote allows you to add some comments to the notes (rather than just dropping files into a directory). This is useful if I need to add context to some kind of tax-related receipt. Email to Evernote: It's very easy to email things to my Evernote inbox when I'm out and about (receipts, licenses, etc). Also, my folder system is useful in cases where I have an active worksheet describing tax info or perhaps home improvements. Generally I don't like to include this stuff in Evernote. So there's the added advantage of 'keeping everything in one place' with folders. Any thoughts/advice?
  4. Sorry for the delayed response. Got very busy. So this change did the trick and it worked like a charm. BUT.. It sounds like you've been using EN for a long time and you already use my current model with date first? So far, it's not terrible for me - I just see a date followed by another date and then the file name. Have you found your naming scheme to be usable in the long run? Thanks for you help!
  5. Hello everyone, I've made the leap to Evernote and after importing over 1000 notes, I've realized that the filenames I used with my file system (YYYY-MM-DD filename) is not very readable as a note title. Essentially you get the look of a Creation Date followed by another date and finally the name of the note. In many cases I'm sending notes over email without any date in the name and so I'd like to create an AppleScript I can use from the Services menu to move the date to the end of the note title. The only issue is that I don't know how to get the note title so I can then manipulate it in AppleScript. Any advice? Here's what I have so far... I suspect that when I "set noteTitle to title of n" that I'm not actually getting a string but perhaps something in HTML that I need to first convert to a string...?
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