Paperless Office

I have had great luck with Paperport. Like a previous post said. BE SURE TO BACKUP YOUR DATA. I would suggest you have at least 2 external drives that you back up to and leave in one place. Then, depending on the size of your backup, take another copy on a jump drive and put it somewhere at home. I have two 20 GB usb jump drives and I rotate them. Here is my schedule.

FRIDAY - The first thing I do every Friday afternoon is take a full copy of the backup, put it on a jump drive and take it home with me. Just to be safe, I keep this in one of those small fireproof boxes.

NIGHTLY - Each night I do a backup which is saved on both external drives. They are each a different brand (on purpose). The idea is that if one fails, the other will hopefully work. This whole process is automated.

PRACTICE - I like to do "fire drills" with my office manager and staff every 90 days. I'll come in and say - "Okay, I left for vacation yesterday and you opened the office. The first thing you realize is that the machine where we save the Paperport documents on has gone down. What do you do?" I have written instructions on EXACTLY what do do. I did this in MS Word and even include screenshots of what they would see in case by chance I am not there. The most important thing I would stress though is test your backup process. You MUST run through it once to insure that it works. You don't want to just have blind confidence that what you have been doing will actually work in the case of a failure.
 
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