.png)
The Paperless Office: A step-by-step guide from piles of paper to a digital workflow
The paperless office describes an ideal state in which documents, approvals, and internal processes are handled without a parallel analog system. However, many attempts at digitization result in duplicate records, a situation that can be avoided.
The Paperless Office: The Basics
What distinguishes a truly paperless office from a digital filing system?
Going paperless starts with ensuring that a process—such as approving a vacation request or processing an incoming invoice—runs from start to finish without any physical documents. If, on the other hand, you simply scan a document and forward the PDF via email, you’ve eliminated the paper, but not the process.
Document vs. Process: What's the Difference?
Document digitization converts a paper document into a file. Process digitization redesigns the workflow behind it: Who submits the request, and where? Who approves it, and how? Where is the result stored in an audit-proof manner and immediately retrievable? Only when both are combined can a paperless office without parallel structures be achieved.
What aspects of office work can be made paperless?
As a general rule, almost all processes that have been handled on paper up to now can be digitized:

What legal considerations do I need to keep in mind when setting up a paperless office?
The key legal pillars of the paperless office in Germany are the GoBD, document retention periods, and the e-invoicing requirement.
GoBD and Audit-Compliant Archiving
A digitally archived document is considered GoBD-compliant if it meets three principles:
Retention periods apply regardless of format: 10 years for accounting documents, balance sheets, and tax-related business correspondence; 6 years for other business correspondence. A GoBD-certified document management system (DMS) then technically implements these requirements.
E-Invoicing and Other Digitalization Requirements
Starting in January 2025, all B2B companies in Germany must be able to receive e-invoices. The requirement to send e-invoices will take effect in 2027 for companies with annual revenue exceeding 800,000 euros, and in 2028 for all companies.
Beforehand, the general processing of invoices should already be fully digitized so that the transition to e-invoicing can then be made with comparable ease.
What software do I need for a paperless office?
Setting up the right software infrastructure for a paperless office means making a decision for each category and finding the best tools for hybrid work for the company. Four categories cover the majority of paper-related processes:
{{onpage-cta}}
How do I implement a paperless office step by step?
To move toward a paperless office, first map out the processes taking place in your office, review and streamline the most important ones, select the appropriate software, and then work with your team to implement the now-digital process.
How to Keep Your Office Paperless for the Long Term
Your employees will follow the digital processes as long as there is no reason to deviate from them. Therefore, the processes—and especially the software—in the paperless office must offer them everything that was previously possible on paper and even go beyond that.
With PULT, you can manage all aspects of your office operations: room reservations and automated meeting room management, presence detection, office usage analytics, visitor reception, and more:
{{onpage-cta}}






























.avif)
.avif)

