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Ayb

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  1. @Jon/t I agree with you on those points 👍 Ok! That's what a friend of mine said to me: sharing is really awkward with Evernote. People know Dropbox better for example. But so, why/how do you use EN? For taking notes only?
  2. Note that I just noticed that Dropbox allows to add tags to files. And even to automatically tag files when they are in a certain folder. Well, it's really hard to determine what to choose. Maybe I have to test one workflow for a few months, and another one another few months to figure out the better way to make it for my teams. 🤔 If you have advices or ressources to share, please do 🙏
  3. @gazumped He's definitely not familiar with Evernote. So I have to push into his tool the invoices I make and those I receive. The same for bank list of transactions etc. Or, at least, I have to send all those files in attachement by email (or sometimes by sharing a Dropbox folder). So, you think it's difficult to share documents via Evernote?
  4. @PinkElephant Seems that the system with tags is definitely the way to do it About the use case where you have to assure that the documents can't be altered, it is for Invoices you produce. For that purpose, we use an invoicing tool that assures that.
  5. @DTLow I used tags in Trello for example, but for sorting or searching, it was more for info to be pop up visually. But for what I've seen previously about tags on Evernote, it could be great and game changing. It's effectively disturbing that the unit of storage is a note. Nice way of managing things, I was thinking of the same kind of workflow.
  6. Hello everyone! I’m looking for a viable Document Management System. The best would be something I already use, or a mix of tools I currently use (Evernote, Dropbox, Google Drive etc.) My needs: - Easy to access documents - ease of collaborating with my people - ease of follow-up. Ex: invoices are scanned. I have to be ready to send them to my accountant, but I also need to track the payments (are they paid? Or track the due date etc.) Or a document from the Administration: I have to archive it, but me or my assistant need to do some follow-up until the case is closed etc. So, I need something I can rely on. I thought about Evernote (even if I mostly use it as note taker app) because of the tagging options AND the possibility to attach notes to the files. Dropbox seems to be a perfect file storage system, but not a document management system. What do you thing? Do you have any experience here? Or is it better to look somewhere else? Thanks a lot!
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