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Former Member
2 years agoSaving important documents in 1Password
Good day,
I have a question regarding saving important documents as PDF in 1Password:
I am in the process of digitizing as many important documents as possible, such as invoices, government not...
Former Member
2 years ago@1PassMicha I started digitizing my bureaucratic life about 10 years ago. I scanned everything from childhood to current time. May be more than you intend to do, but I decided to digitize every paper invoice and document no matter how trivial, as well as collect every digital invoice and document all at some central point for organization and retrieval.
1Password is not suited for this. It has a secure storage, but it isn't a document storage and retrieval system. It's not possible to search within the attached documents, which is crucial for document management. In 1Password, I store collected information I'm supposed to enter in websites more or less often, or that I have to refer to in correspondence.
But for archival and storing the original documents, I chose OneNote with its storage in Microsoft Onedrive (I started with the standalone version of OneNote, but I moved the files to Onedrive for sharing purposes).
In OneNote, you're able to create file hierarchies much like a filing cabinet with file folders and pages within the folder.
So I created sections like work, bank, household, tax, insurances, apartment.
Within the sections I created subsections for every employer I worked for under work, for every bank account and credit card under bank, receipts, telephone, magazine subscriptions, correspondence, car, medicine/doctor under household, all kind of governmental financial stuff under tax, all my insurances under insurances and all bureaucratic stuff about my apartment under apartment.
Within these subsections, I created one page for every correspondence or item to store. Titled with the date that item arrived and a short description, and the content is the scanned jpg images of all the document pages. Scanned as images, one image per page. Directly pasted as visible image, not as file attach. Not as pdf, because you need to open a pdf to read it. If you paste as image, it's directly there if you open the OneNote page. It's also OCR'd by OneNote and you can globally search for everything.
Search and retrieval is much more clumsy if you keep the files as pdf.
With digital stuff such as email invoices, I copy+paste the emails as page in OneNote. If there were pdf invoices attached, I attach the pdf as file attach to keep the original and additionally "print" it to the OneNote printer to have it directly in view like the scanned images for paper documents.
It's extremely easy and fast to navigate through the whole notebook. You never need to open documents with a clumsy pdf viewer to check what's in it.
The whole Onenote notebook is about 5 gig. That's way larger than anything you are able to store in 1Password. It fits on my smartphone and on my tablet, so I'm able to carry it with me all the time.
Example view: Sorry it's in German, however that's the way it is.