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HelpMeDigitize

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  1. Hmmm. Wrapping my mind around a new concept. I guess the idea is tagging it so you can find it later? But what about permits, for instance? I have a system where I move a "note" from one file to another as it's point in the process changes. For instance, when we get an order for a job that requires an installation permit, we make requests at the end or beginning of the day instead of each time an order comes in. So . . . it goes like this Apply for Permit > Pending Applications > Permits Issued > Approved Invoiced > Inspection Scheduled. Once the job has passed inspection, it moves into the file for the governing authority and a copy into the job file. How would I be able to manage the permitting process?
  2. I'm sure there's probably a host of answers to my questions, but please, I really can't seem to figure out where to find them. The question I want to ask is not the verbiage used by the community. Just point me in the right direction and I'll look. Here's my situation: Serious downsizing of my life and home office . . . from 3000 sq foot house to 300 sq foot 5th wheel. Business has been in operation since the 80's and has LOTS of file cabinets (currently in storage . . . not very accessable!) I bought a Scansnap and it uses Evernote (although not the Evernote edition). Bought external hard drive that has links to Googledrive (although it came with free Dropbox usage). Have been in a filing funk for the last 3 years since husband died although business still in operation. l need to get organized. I think I'm ready, but WHAT NOW? My question is that I have a meticulous filing system (normally . . . when I actually use it) and I don't know how to convert this to Evernote. Plus, does Evernote upload to Googledrive? Or do the files have to stay in Evernote. I would use Dropbox also, but what would be the point if I'm already using Evernote and Googledrive? (I like Googledrive's ability to work across so many applications, seamlessly with other things I do.) I don't see "Files" Just "Notes" and "Notebooks". I like to file 'like things' together such as hanging files for "Suppliers" and "Permits" and "Governing Authorities" "Employee Payroll Files" "Employee Information Files" "Payroll Liabilities". Inside these hanging files are manila files, inside those files are documents. When it comes to customers, however, the chain may include more in-depth filing. For example, a person may own a property management and/or restoration company and we also do work for their personal home. They may manage properties for a corporation, so there would be a hierarchy of: Individual Person>Business They Own>Corporation They Manage for>Apartment or Office Complex Location>Specific Job Address. I can organize things in Googledrive manually, but I was very excited that Evernote might actually read receipts and actually know where to file them once I had taught it and automatically tag documents with identity markers for when I'm looking for something. But, how does Evernote work with Googledrive??? Does it need to be filed with Evernote? Or can that program organize and Googledrive is the file holding tank? . . . along with the 5 terabyte external hard drive, of course. Let me apologize for my verbose way of expressing myself, but any help you could provide would be greatly appreciated.
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