Achtung: Organize.me hat den Dienst eingestellt

Bei Organize.me handelt es sich um ein Onlinetool welches nur über das Internet erreichbar ist. Eine Internetverbindung ist somit natürlich Voraussetzung. Organize.me ermöglicht es, Dokumente online in die Cloud hochzuladen und dort zu Verwalten. Besonders praktisch ist die Funktion, die Dokumente per Smartphone direkt zu scannen und dann per Knopfdruck hochzuladen. Aber auch PDFs und andere Dokumente wie Bilder, Docs. etc., lassen sich ganz einfach per Drag und Drop in das Tool hochladen.

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Gute Idee aber mit leichten Schwächen in der Bedienung

Organize.me ist von der Idee her super. Leider hat das Tool noch einige Schwächen in der Bedienung. Es ist teilweise schwer zu verstehen und m.E. nicht intuitiv. Es hat schon einige Zeit gedauert bis ich herausgefunden habe, wie man die Dokumente den verschiedenen Ordner zuordnet (Screenshot). Automatisch funktioniert es i.d.R. nicht, wie die Werbung verspricht.

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Auch das Erstellen neuer Ordner könnte einfacher gelöst sein. Schön wäre es z.B. wenn man Dokumente direkt per Drag & Drop online verschieben könnte. Zudem dauert das Aktualisieren in der Archivansicht teilweise so lange, dass man immer durcheinander gerät und nicht mehr weiß, ob das Zuordnen geklappt hat.

Wichtigste Funktionen im Überblick

  • Dokumente online Verwalten
  • einfaches Einscannen  und hochladen per Smartphone oder Tablett
  • Dokumente erkennen lassen und Tag-Funktion
  • Automatisches Analysieren der Dokumente
  • Erinnerungsfunktion
  • Posteingang als vorübergehende Ablagemöglichkeit
  • kostenlos (aktuell)

Hochladen der Dokumente

Wichtig bei der Dokumentverwaltung im Internet ist natürlich eine einfache und selbsterklärende Bedienung, sowie ein schneller Workflow. Die Voraussetzung dass ich meine Quittungen, Rechnungen, Briefe und weitere wichtige Zettel regelmäßig ins Internet uploade ist, dass es einfach von der Hand geht. In diesem Punkt wurde ich nicht enttäuscht. Liegt das Dokument z.B. im PDF Format auf dem Computer vor, kann man es einfach per Drag & Drop in den Posteingang reinschieben.

Hat man das jeweilige Dokument in Papierform vorliegen, kann man es mit dem Handy Abfotografieren und per Knopfdruck in den Posteingang hochladen. Aus der App heraus kann man dann auswählen, von welchem Ort aus man das Dokument hochladen möchte (siehe Screenshot).

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Posteingang und Analysieren der Dokumente

Leider muss man die Dokumente immer erst in den Posteingang hochladen und sie von dort aus in die Verzeichnisse verteilen. Ein direktes Hochladen in das entsprechende Verzeichnis ist nicht möglich. Im Posteingang werden die Dokumente dann erst einmal analysiert. Das heißt, dass diverse Bestandteile wie z.B. Daten aus dem Dokument ausgelesen und automatisch in das Datumsfeld eingetragen werden. Auch der Typ des Dokuments wird analysiert und somit direkt z.B. als Rechnung “getagt” (siehe Screenshot).

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Dokumente Zuordnen

Es gibt mehrere Möglichkeiten die Dokumente zuzuordnen. Zum einen geschieht die Hauptzuordnung über die Archive (Kategorien). Ein Archiv ist quasi die Hauptkategorie wie z.B. Finanzen. Des weiteren lassen sich die Dokumente sogenannten Typen zuordnen. Ein Typ kann z.B. eine Rechnung, oder eine Mahnung sein. Eigene Typen kann man anscheinend nicht zuordnen, ich habe es auf jeden Fall nicht geschafft.
Des weiteren lassen sich die Dokumente Kontakten zuordnen und werden (meist automatisch) mit einem Datum versehen. Die Zuordnungen geschehen über einen Organizer-Block rechts neben dem jeweiligen Dokument. Etiketten werden im nächsten Abschnitt beschrieben.

Etiketten (Taggen)

Zuordnen muss man die Dokumenten dann selbstverständlich noch per Hand. Hinter der Funktion Etiketten hinzufügen verbirgt sich das “Taggen”, also das Einfügen von bestimmten Stichworten für das jeweilige Dokument. Geht man beim Taggen schlau vor, so hat man es später leichter, Dokumente nach bestimmten Kriterien wiederzufinden, bzw. z.B. Suchlisten zu erstellen nach dem Muster “zeig mir alle Dokumente mit dem Tag “Provider”. Außerdem verfügt die Etikettier-Funktion über eine halbautomatische Erkennung von Elementen wie z.B. Logos oder Textzeilen im Dokument. Hierfür klickt man mit der Maus im Ettikettiermodus ein Dokument an und wählt die entsprechende Textzeile aus.. funktioniert nicht immer, aber eigentlich ganz gut Smiley

Erinnerungsfunktion

Das Beispiel ist vielleicht nicht das Beste, aber ich habe gerade kein Anderes. Möchte man sich z.B. an das Auslaufen einer Garantie erinnern lassen, damit man das Gerät vorab nochmal auf Herz und Nieren prüfen kann, kann man einem Dokument eine Erinnerungsfunktion zuordnen.

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Über die genau Art der Erinnerung klärt mich das Tool allerdings nicht auf. Bekomme ich eine Mail, einen Anruf, SMS, Facebook Benachrichtigung, oder muss ich eingeloggt sein und bekomme eine Benachrichtigung auf dem Desktop? Auf dem Fragezeichen oben finde ich auch nur allgemeine Hilfestellungen anstatt eine Antwort auf meine Frage.

Suchfunktion

Die Suchfunktion ist richtig gut, schnell und übersichtlich. Mit einem Klick auf Suche öffnet sich eine Dialog mit einer Vorauswahl diverser Suchoptionen wie Suche nach Jahr, Kategorie, Typ, oder Etikett.

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Selbstverständlich kann man auch ein Suchwort, oder den Anfang eines Suchwortes in die Suche oben tippen und bekommt direkt eine Antwort aus der Datenbank geliefert.

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Breadcrumb

Am einfachsten geht die Navigation über die obere Breadcrumb-Navigation von der Hand. Mit ihr hat man stets den Überblick, am welcher Stelle im Tool, bzw. in welchem Archiv man sich aktuell befindet. Mit einem Klick auf den Vogel ganz rechts, öffnet sich die komplette Navigationsübersicht.

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Sicherheit

Über die Sicherheit möchte und kann ich nichts schreiben. Ob man seine Daten einem “unbekannten” Dritten offenbaren möchte, muss natürlich jeder für sich selbst entscheiden. Die aktuellen Hacks von Google, Ebay und Co. beweisen, dass nichts im Internet sicher ist, nirgendwo!

Weitere Funktionen

  • einfacher Download der Dokumente
  • Senden an Funktion
  • Notizfunktion für jedes Dokument
  • Preisvergleich Stromanbieter (jeder muss Geld verdienen Smiley)
  • Blätterfunktion durch die Dokumente (Pfeile oben)

Fazit

Die Online-Dokumentverwaltung macht auf den ersten Blick einen sehr guten Eindruck. Es gibt eine praktische App und eine Scann-Funktion. Alle Dokumente lassen sich ordentlich Archivieren und Taggen. Weitere Features wie die automatische Erkennung von Dokument-Elementen können sich ebenfalls sehen lassen. Leider gibt es hier und da und Schwächen bezüglich der benutzerfreundlichen Bedienung. Mit einer gewissen Einarbeitungszeit muss man schon rechnen. Auch ein kleines Fragezeichen mit direkten Erklärungen wären sicherlich eine hilfreiche Ergänzung.

Organize.me gibt es nicht mehr!

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