Google Drive Organization Hacks: Use Metadata, OCR, and ccScan Like a Pro
Let’s start with a confession: no matter how pretty your Google Drive looks today, it’s probably a dumpster fire tomorrow. Before you know it, the "April 2023 Invoices" folder is spilling over, a colleague renamed a scanned file to “scan_00789.pdf,” and good luck finding the latest version of that contract. If searching for your own [...]
Confessions of a Salesforce Admin: I Used to Manually Upload Every PDF
Let me paint you a picture. It’s 8:37 AM. I’ve just logged into Salesforce, coffee in hand, already 7 tabs deep. And what’s staring back at me? A flood of new case records—each with its own poorly named file, a blurry scan saved as “scan1234_final_final_v2.pdf.” I sigh, again. Another day of dragging, dropping, and renaming.As [...]
Scanning to Box: What Every Business Needs to Know to Go Paperless (Without Losing Their Mind)
If your current process for getting documents into Box involves scanning to your desktop, renaming the file (twice), digging through folders, then finally uploading it to Box—you deserve better.Because let’s face it: in 2025, no one should still be babysitting PDFs just to go paperless.In this post, we’ll walk through:Why Box is a brilliant place [...]
Best Practices for Managing Scanned Documents in Amazon S3
Amazon S3 is a powerful and scalable storage solution widely adopted for various data storage needs, including scanned documents. However, without proper management, scanned documents can become disorganized, leading to inefficiencies and potential security risks. This guide outlines best practices to effectively manage scanned documents in Amazon S3, ensuring optimal organization, security, and accessibility.1. Organize [...]
Scan Directly to Google Drive-The Productivity Hack You Didn’t Know You Needed
You know that pile of paper sitting on your desk? The one you swore you'd digitize weeks ago? If your current process involves scanning to your desktop, renaming files, then dragging them into Google Drive... yeah, you're working way too hard.Scanning documents shouldn’t be a project. It should be a one-click, done-and-dusted kind of task. [...]
Why Manually Uploading Documents to Salesforce is Killing Your Productivity (and How to Fix It)
There’s a better way to spend your workday than babysitting your scanner and dragging files into Salesforce. Manual document uploads might seem like a minor task—until they start eating up your time, draining your team’s energy, and quietly sabotaging your productivity.If your business is still manually uploading scanned documents to Salesforce, you’re not just behind [...]