The DEVONtechnologies Blog

Articles tagged with workflow

November 15, 2022

How to Install the Import & OCR Rule

Screenshot showing a group in DEVONthink containing an imported scan.

There are various ways to merge individual work steps into a workflow and execute them automatically. One option is to use the smart rules in DEVONthink. Now we have created the smart rule Import & OCR, which lets you easily import scans and make them searchable. Here you will find out how to set up and use the rule. (more)

November 8, 2022

How to Create Favorites for EasyFind

Screenshot showing the Locations drop-down menu in EasyFind.

Besides our commercial products, we also offer some needful things for free, such as EasyFind. It’s a powerful tool to search for files and folders by name, content, tags, or Finder comments. If you have locations you commonly search, here’s a method to create favorite locations in EasyFind. (more)

October 25, 2022

How to Change Views in DEVONthink

Screenshot showing the view icons and a document thumbnail in DEVONthink.

In every DEVONthink main window, there is a pane that shows the contents of the current location. This is the item list. Similar to the view options in the Finder, the item list supports four view options, from more technical to more visual views. Here are the views and some notes about their behavior. (more)

October 18, 2022

How to Navigate in DEVONthink

Screenshot showing the path history dropdown in DEVONthink.

When working in a database with a more complex hierarchy of groups, sometimes you may feel a bit lost. Or maybe you find yourself needing to move more quickly through your groups. Here are a few ways to quickly navigate back and forth through locations in your DEVONthink databases. (more)

October 5, 2022

How to Use RSS in DEVONthink

Screenshot showing the RSS preferences in DEVONthink.

There is a flood of information and news available to us every day, making it hard to stay up to date. With so many sites to browse, it’s easy to miss some in the process. RSS is a convenient way to get articles from websites delivered in an organized and clearly presented way. DEVONthink supports RSS and can be used as a reader. Here’s how that works. (more)

September 27, 2022

DEVONthink or the Finder?

Cuddling icons of DEVONthink and Finder.

As people trial DEVONthink, they occasionally ask, “Why don’t I just use the Finder?” or “Isn’t DEVONthink just a Finder replacement?” While both are legitimate questions, the Finder is still central to your Mac. Here’s a brief comparison of some of their features. (more)

September 20, 2022

How to Use Table of Contents

Screenshot showing the Table of Contents inspector in DEVONthink.

In many documents, there is a need to divide content, breaking it into discrete sections. Navigating those sections can be done with the help of a table of contents. Fortunately, DEVONthink can display such a table in certain documents. Here’s how you can use it. (more)

September 6, 2022

Seven Ways to Move Documents

Screenshot, showing the move-to popover in DEVONthink 3.

One of the fundamental strengths of DEVONthink is the various ways of organizing documents. But as the databases grow, you may find it a little harder to put your documents in the appropriate locations. Here are seven simple ways to move documents around inside their databases. (more)

August 30, 2022

How to Use Extended Selection in iOS

Screenshot showing a floating selection using the application switcher in iOS.

When handling items in DEVONthink To Go, it happens that you need to deal with more than one at a time. Perhaps you want to email several documents to someone. Or maybe you need to copy them to a shared folder in Dropbox and don’t want to share them one by one. Here’s how to quickly select and handle multiple items. (more)

August 23, 2022

How to Import Smart Mailboxes

Screenshot showing the smart mailbox editor in Apple Mail.

When it comes to email, most of us will have to admit we have way too much. If you’re an Apple Mail user and need to clean things up, smart mailboxes can help you keep things in order. Here is how you import these smart mailboxes to DEVONthink. (more)