Devonian Times Masthead

The DEVONtechnologies Blog

Articles tagged with workflow

November 3, 2024

Using Custom Metadata for Automation

Screenshot showing the editor for a smart rule in DEVONthink. In the smart rule, a placeholder for custom metadata is used for a file action, as described in the tip.

Thinking about making your automations in DEVONthink more dynamic using variable values? Combine smart rules or batch processing with metadata you’ve defined yourself. We show you an example how this could work. (more)

August 13, 2024

How to Capture Frequently Visited Websites

Screenshot showing a group in DEVONthink with several subgroups, containing financial records and a web location.

We receive probably most of the information that we want to save in DEVONthink online, via a web browser. If you regularly capture content from the same website, there is a workflow that makes this easier and more productive. We show you, how it works. (more)

July 9, 2024

How to Imprint Documents

DEVONthink's Imprinter preferences showing an imprint configuration.

If you have a need to watermark or put identifying information on PDFs or images, the Pro and Server editions of DEVONthink can do this for you. It’s called imprinting and we show you how you set up and use it. (more)

June 4, 2024

How to Use Global Inbox Aliases

Screenshot showing a Finder window with the alias of DEVONthink's Global Inbox.

DEVONthink’s Global Inbox is an ever-present database used as a temporary holding tank for items you’ll late file in other databases. Here is how you can add items to it more efficiently than merely drag and drop. (more)

May 14, 2024

How to Version Documents

Screenshot showing an item list in DEVONthink containing the custom versions group with versioned documents.

Sometimes, there might be a need to save a document in its current form before making alterations. DEVONthink provides a clever method to create versions of a document automatically. Learn more about this feature here. (more)

May 2, 2024

Understanding Item Links

Selection link being made in DEVONthink To Go.

Much of the data we work with is connected in some way. Even if this is an only an implicit connection in our minds, we see relationships between documents. To help tie these documents together, DEVONthink and DEVONthink To Go support document linking. (more)

April 9, 2024

How to Save DEVONagent Results

Screenshot of a DEVONagent agent search file.

In DEVONagent Pro, you can archive search results or send them to DEVONthink. But after closing the search, you no longer have access to those results. Of course, you can run the search again, but there is a more efficient way to return to them. (more)

April 2, 2024

How to Use Collapsible Sections

Screenshot showing an item list in DEVONthink To Go with collapsed groups.

If you have many objects in one place in your database, you can quickly lose the overview and have to scroll and search a lot. In DEVONthink To Go, however, there is a way to hide items that you do not need at the moment. Here is, how that works. (more)

March 12, 2024

How to Focus on Writing

Screenshot showing a plain text document in fullscreen mode in DEVONthink.

When you sit down to write, it’s all too common to become distracted. While we can’t disable notification center and sounds from other applications, DEVONthink can provide a more minimalistic view in which to write. (more)

February 13, 2024

How to Use the Bookmarklets

Screenshot showing bookmarklets in Firefox' favorites bar.

For capturing web content, DEVONthink comes with the Clip to DEVONthink browser add-on, DEVONthink To Go with a share extension. But there’s another way that can work even better, depending on the situation: bookmarklets. (more)