Lady who's happy to get rid of her paper


Going Paperless? How to Digitally Document Your Assets

It's strange to be writing a blog on going paperless in 2023. The age of AI, ChatGPT, and voice search means virtually all of us are paperless, even without realizing it. But if you are sitting in an office full of paperwork and have decided it's time to go paperless, this is the guide for you.

Table of Contents


It’s strange to be writing a blog on going paperless in 2023. The age of AI, ChatGPT, and voice search means virtually all of us are paperless, even without realizing it. 

But if you are sitting in an office full of paperwork and have decided it’s time to go paperless, this is the guide for you.

Why go Paperless? What are the benefits?

Research shows that paperless offices have way smaller carbon footprints than traditional paper-filled ones. By ditching paper, companies waste fewer natural resources and generate fewer emissions. A win-win for business ops and the environment.

But let’s focus on the business wins for now. These include;

  • Fewer errors, more consistency – Paper workflows also create major clutter and are prone to mistakes. Plus, only one person can access a paper file at once, which is a total drag for team collaboration. Digital documents enable real-time sharing and editing by multiple people.
  • Less time wasted – When it comes to business, time is money and efficiency matters big time. Paper-driven offices don’t just waste space but they force you to replicate tasks. Not exactly value-added activities. You’ll reduce new employee ramp-up time and employee training time with a paperless workspace. 
  • Opportunity to expand – What if you want to hire remote team members? Or would like to open a new office in another country? A paperless environment offers businesses the opportunity to expand their operations without the ‘heavy lifting’ that used to be involved. Now it’s simply a matter of utilizing the right technology. 
  • Asset protection – With digital tools, you can dial up security for sensitive customer info, financial records, intellectual property, and other crucial files. For industries like law and financial services, this is key. Read More about Asset Protection Planning.
  • Enhanced Collaboration – Cloud access means you can flexibly work without delays in productivity. Version control on documentation means the right people can access the right documents at the right time. Plus, with cloud backups, your files are safe and you don’t have to worry about files vanishing.
  • Improved data protection – By digitizing and storing data securely in the cloud, companies can lock down their valuable data. Protection against breaches, hacks, or accidental leaks becomes way tighter. Pretty sweet deal for both productivity and peace of mind!
  • Instant Access to Crucial Documents – With cloud storage, your crucial documents are at your fingertips, 24/7. Using a search facility like that of Whale’s Chrome extension will surface documentation when and where you need it. No more hunting through cabinets.

There are a host of benefits to going digital and documenting your processes, including even gaining a competitive advantage over your competitors.

3 Steps to going paperless

So you’ve decided to take the step to go paperless. But how? Simply follow these easy steps;

1. Change your mindset 🤯

The most essential element to get right in shifting to a paperless environment is mindset. Anything, and we do mean ANY thing you do physically with a pen and paper, can be done virtually. It’s just a matter of shifting your thinking and being open to new ways of working.

We don’t treat Netflix the way we handled Blockbuster rentals, and yet they’re the same thing.

Think you can’t change? Consider if you’d prefer your business be remembered as Blockbuster or Netflix. 

If Amazon changed the book industry with Kindle and you can change too. It’s a matter of being open to it.

2. Map your processes 🗺️

Start small. Pick your top 10 company processes and go from there. Map out how they work and then document them. You probably already use technology such as Microsoft or Google Docs to document details. 

If you don’t, don’t panic. Documenting your processes can be easy!

With tools like Whale’s templates and tools like AI Assist, you don’t even have to concern yourself with writing down a million details. 

Remember, less is more. The simpler your processes, the more your team members will read them.

3. Create a centralized document repository ⚙️

Image of the Whale Dashboard

You ALREADY store documentation. Maybe you have it all in a filing cabinet? Or on your computer or on Google Drive.

So now it’s just a matter of storing it centrally in a company wiki or central document repository so that your teams don’t waste time trying to find it.

McKinsey report found knowledge workers spend 20-50% of their time just searching for information. With organized digital docs and cloud storage, you can find files in a snap. Say bye-bye to hours wasted on document detective work.

Sounds impossible?

Just imagine how your business looks. 

  • What processes take place in your business? 
  • What departments are there? 
  • What are the skills and processes needed to run those departments?

Remember if you can imagine it, you can create it. 

Tools like Whale create a central document repository that help businesses;

The best paperless software - and 3 essential software options

Whale software for documentation and training

Whale, what can we say. It’s not that we’re trying to sell ourselves, it’s just that we’ve seen how helping companies document, train and manage their SOP and Process Documentation changes the game.

Whale is quite simply the fastest way to get your team aligned. 🚀

Slack for communication

Slack is a messaging app for business that connects people to the information they need. By bringing people together to work as one unified team, Slack transforms the way organizations communicate.

Slack is all your team communication in one place, instantly searchable, available wherever you go.

You’ll never send an email to a work colleague again! And the only reason you’d still consider paper, is to wish them a happy birthday with a post-it-note.

LastPass for security

Lastpass - 25 million worldwide securely save and fill passwords with Lastpass, simplifying and streamlining password management while Going Paperless.

LastPass is a password manager that saves your passwords and gives you a  secure access from every computer and mobile device.

LastPass puts you in control of your online life – making it easy to keep your critical information safe and secure so you can access it whenever you want, wherever you are. Save all your passwords, addresses, credit cards and more in your secure vault and LastPass will automatically fill in your information when you need it.

Bottom line?

Going paperless has many upsides like sustainability, efficiency, teamwork and even competitive advantage. With planning, businesses can benefit through digital asset management.

What’s next? 

You may want to consider a change management approach. Or simply want to download further resources like the Ultimate Guide to SOP & Process Documentation. 

Remember to enjoy the process (excuse the pun) and happy digitalizing!


Posts you might like

Ultimate_SOP_Checklist blog image on Whale

The Ultimate SOP Checklist

Do you want to make sure your SOPs are in tip-top shape and full to the brim with useful AND useable information for your team? Look no further! Our Ultimate SOP Checklist covers everything from getting started through to keeping SOPs and processes maintained and up-to-date


Your first step in getting everybody on the same page, and keeping them there.