January Certifications

Busy New Year

It sure has been a busy New Year so far.  January was especially hectic as we start to pack for our move to North Carolina in a few weeks.  In addition to this, I headed down to Orlando to get my Scrum Product Owner certification, which involved a two-day course in managing product development in a Scrum environment.  I’ve worked for several years as a product owner in agile development environments and I’m a Certified ScrumMaster, but this was a more appropriate credential to add to my resume. Read more

Personal GTD Workflow

My Task/Time/Data Management Process

I get asked quite frequently about my task management workflow in general, and specifically how I keep projects organized and quickly/easily refer back to discussions in meetings or emails from months earlier.  Here’s a look at how I have things set up.  And I’ll add some additional posts about the actual setup of individual tools at a later date and link to those at the bottom of this post. Read more

Evernote UI

Going Paperless with Evernote

My office was a total mess.  I had two file cabinets full of papers that I may or may not ever need one day.  I’m not a pack rat when it comes to documents, but if there’s a chance I might need it, it got filed.  Filing papers takes a few minutes, so it was not uncommon for me to toss a stack of incoming mail on my desk.  You know, I’ll get back to it later in the day or the following day.  Instead, I toss another stack on top of it.  This only makes it harder to sit down and work through the queued mail. Read more

Evernote Import Folders

Creating an Import Folder for Evernote

Import folders are a perfect way to easily drag and drop documents from a computer into your Evernote account.  Follow these instructions to set up an import folder:

First, open your Evernote application (the Evernote program, not the web site) and click on Tools and then Import Folders.

Accessing the Import Folders settings in Evernote

This will open the Import Folders setting dialog box.  Below are the settings I use and recommend.  The Subfolders setting will allow you to drag and drop a folder of documents into the Import Folder rather than having to drop the documents themselves.  I recommend creating a dedicated Evernote Notebook for incoming scanned documents, which is indicated in the settings as well.  Finally, you can decide whether you want Evernote to delete documents after they’ve been imported so that you don’t have to periodically do it.

Evernote import folder settings dialog box

One last note about the Source/Delete setting.  There are several things that will cause Evernote to not load your PDF:

  • The PDF contains more than 100 pages
  • The PDF file is more than 25MB
  • The PDF does not contain at least one “scanned” page, defined as:
    • A “scanned” page contains at least 1025 pixels of image data
    • A “scanned” page contains no more than 512 characters of regular, searchable text (e.g. this is enough for a text-based fax header or similar). PDF files that have already been processed by a separate OCR system will not satisfy this condition and will be rejected.
  • The PDF contains more than one non-scanned page. (I.e. the doc may have one “cover” page without any image data, but if there’s more than one, than it’s not a real scan and we reject it.)
  • The analysis crashes or fails for some technical reason, typically due to a malformed PDF from some crazy source, or if the PDF is password protected (encrypted).
  • This analysis process takes more than 30 seconds to complete.

If any of these exist and you have the Source option set to “Delete”, you may lose a document that you need to archive.  If you can’t load it to Evernote, you can always keep a local copy of it… but not if Evernote deletes it first.

Need Evernote?  You can get it for free here.