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Amber Poirier, Product Marketing Specialist

How to Create a Paperless Office: Tips from Imaging to Automation

Why Going Digital Is a Smart Move for Your Business

Transitioning to a paperless office isn’t just about sustainability—it’s about efficiency, security, and cost savings. A digital workflow reduces clutter, speeds up processes, and enhances collaboration by enabling real-time document sharing. By leveraging automation and imaging solutions, businesses can streamline operations without entirely eliminating printing.

The Paper Problem: Why Relying on Paper Holds Businesses Back

Paper has been a staple in offices for decades, but let’s be honest—it’s messy, expensive, and inefficient. From lost documents to cluttered filing cabinets, relying on paper increases operating costs and slows down important processes, such as finding information or sharing documents across teams.

Embracing paperless methods doesn’t mean abandoning printers and copiers altogether. Instead, it’s about using smart technology to store documents digitally, reduce waste, and make collaboration faster. In the end, you’ll still print where it truly makes sense.

What Is Office Automation and Why Does It Matter?

Office automation uses technology to handle repetitive tasks, reduce human error, and speed up workflows. Whether it’s processing invoices or routing documents for approval, automation ensures that employees spend less time on manual paperwork and more time on strategic work.

How Automation Helps with Paper Reduction

  • Document Workflow Solutions: Digitally store files in a central location for easy access.
  • Robotic Process Automation (RPA): Software “bots” handle data entry, file organization, and task routing.
  • Print Management Solutions: Tracks, controls, and optimizes printing, ensuring that paper is used only when necessary.

With the right mix of imaging, automation, and digital storage, companies can reduce reliance on paper while maintaining efficiency.

Below are the key steps—from scanning existing files to automating routine tasks—to help your organization go paperless without ditching printers entirely.

4 Essential Steps to Automate Your Office and Go Paperless

Step 1: Digitize Existing Documents

The first step toward a paperless office is converting paper files into digital formats.

How to Get Started:

  1. Prioritize High-Impact Areas: Start with documents that are frequently accessed, such as invoices, HR records, and contracts.
  2. Use High-Speed Scanning: Bulk conversion services ensure quick, high-quality digitization.
  3. Implement Cloud-Based Storage: Securely backup digital files and access them instantly from any device.
  4. Ensure Compliance: Follow industry regulations (HIPAA, GDPR) and use encrypted storage to protect sensitive data.

Example: Applied Innovation’s Scanning Services provide high-quality digitization, ensuring documents are accessible instantly.

Step 2: Implement Smart Document Management

Once your documents are digital, you need an efficient way to organize, retrieve, and share them securely.

Best Practices for Document Management: 

  • Use document management software to store, search, and share files securely.
  • Automate workflows to route documents to the right people at the right time.
  • Enable digital signatures for approvals—no more printing for signatures!

With Document Workflow Solutions, employees can collaborate, retrieve files in seconds, and ensure compliance with retention policies.

Example: An HR department can digitize and manage employee files without relying on physical paperwork, streamlining onboarding and compliance.

Step 3: Reduce Unnecessary Printing

Going paperless doesn’t mean you have to stop printing—it means using printers strategically.

How to Cut Paper Waste Without Ditching Printers:

  • Use Print Management Software: Track and control print usage.
  • Secure Print Release: Require authentication before printing to reduce abandoned print jobs.
  • Enforce Smart Print Defaults: Set printers to double-sided, black-and-white mode by default.
  • Encourage Digital Alternatives: Distribute invoices, memos, and reports digitally instead of printing them.

Example: Applied Innovation’s Print Management Software helps businesses track and reduce unnecessary printing.

Step 4: Automate Routine Office Tasks

Manual paperwork slows down operations. Automating workflows reduce errors, increase efficiency, and eliminates unnecessary paper use.

Manual paperwork slows businesses down. Automating workflows not only saves time but also reduces the need for physical documents.

Automation in Action:

  • Accounts Payable/Receivable: Auto-generate invoices and process payments digitally.
  • HR & Onboarding: Manage employee files and new hire paperwork without printing.
  • Contract Management: Store, update, and track contracts without paper files.

Robotic Process Automation (RPA) can handle repetitive administrative work, so employees focus on more valuable and revenue-generating tasks​.

The Benefits of a Paperless Office

Still on the fence? Here’s what you gain by cutting down on paper:

  • Increased Efficiency: Employees find files instantly, not by digging through filing cabinets.
  • Cost Savings: Cut expenses on paper, printing, and storage space.
  • Sustainability: A digital workflow reduces environmental impact.
  • Enhanced Security: Digital files can be encrypted, backed up, and easily tracked.
  • Better Collaboration: Teams can access, edit, and share documents in real-time from anywhere.

Progress, Not Perfection

Transitioning to a paperless office doesn’t happen overnight, but each step brings you closer to a more efficient and cost-effective future.

By digitizing files, optimizing printing, and automating processes, your business can cut waste, improve efficiency, and future-proof operations.

Ready to get started? Our team of experts in Michigan, Ohio, Indiana, and Tampa, Florida are here to help analyze your office needs and implement the right mix of imaging, automation, and workflow solutions​.