I am a custom home builder with a small office. We build only a handful of homes each year, but the average price is $3 million or higher, and each job generates 1,500 to 2,000 documents. I committed to the concept of a paperless office three years ago after a client asked to see all invoices for her job. After scurrying around making copies of 1,100 invoices, some which were missing or misfiled, we realized we needed a better system.Today, we store 99.9% of our documents in digital format on our server or a cloud-based service. Stored documents include proposals,...

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