Currently browsing: Tuesday Tip

Using DEVONthink To Go with OmniFocus

Productivity applications like DEVONthink are seldomly used alone. Most people use a collection of at least a few core applications together for their daily work. One software that is often mentioned by you, our customers, is OmniFocus. By using universal item links you can easily link to documents and groups stored in DEVONthink from your tasks in OmniFocus. Sync both tasks and databases between your Mac(s) and iOS device(s) and these links will work on all of them. Create a new task...

Tuesday Tip: Help our support with screencaptures

Screencaptures

When sending in support tickets, it is often very useful to attach screencaptures for us to look at. Sometimes the words you use aren’t the words we’d use and the real issue can be unclear. A screencapture is indeed worth 1,000 words, in many cases. To make a full-screen screenshot on macOS press Command-Shift-3. On iOS press the Lock and Home buttons simultaneously; on the iPhone X hold the side button, then press the Volume Up button. To capture a screen...

Tuesday tip: Drag-and-drop OCR in iOS 11

DEVONthink To Go does not have OCR (Optical Character Recognition) capabilities built-in. However, if you have an iOS device capable of running in split view mode (as of this writing: iPad Pro, iPad Air 2 or iPad mini 4) and an iOS OCR application, you may* be able to do OCR now. Open the OCR application (and make sure it’s set to do OCR automatically, if needed). Open DEVONthink To Go and flip up from the bottom of the screen to show...

Tuesday Tip: Contacts in DEVONthink

One of the less noticed import options in DEVONthink is the ability to import contacts from your address book. There are three formats you can import in. Import a contact as a link to have a record that updates with any changes you make. Maybe someone moves and you update their address. Or there’s a new addition to the family and you add a child’s name to the notes on their card. The next time you view their card in...

Tuesday Tip: Create your own templates

DEVONthink comes with a variety of pre-built templates for various things, like taking a phone note, making an annotation file, or even creating a project. But what if you have a need but no template? You can easily create your own. Perhaps you have an RTF file you duplicate and reuse because it is styled as you like it. Add that as a template. Or maybe you have a Markdown document with custom CSS you like to use. Add that...

Tuesday Tip: Internal metadata backups

DEVONthink does not have a system for automatically backing up everything, DEVONthink has a setting in its Preferences > Backup that controls how many internal metadata backups are done. These backups can be used in a troubleshooting situation by selecting Tools > Restore Backup. While it may seem like a good idea to set this to something like 7 copies daily, the metadata of a database can be considerable, so you should be cautious in how you set this. It’s not...

Tuesday Tip: Two for one windows

Support tickets sometimes present new ideas. And sometimes they rekindle old ones from the back burner. I recently had a ticket from someone who wanted to open a document in two windows at once. Out of the box, DEVONthink will open a document in a new window, but only one. The only other option is to view the document in its own window, as well as in the main database window. That would work but it didn’t seem as elegant...

Tuesday Tip: Quick Search in DEVONthink

There are times when you’re in need of searching your DEVONthink databases but don’t want to switch out of your current application or space. In System Preferences > Keyboard > Shortcuts > Services > Text, there is a service named DEVONthink Pro: Lookup… This will be active when you have some recognized text* selected in a document. Selecting the service from the current application’s menu > Services will open a full search window with the search already completed! Adding a...

Tuesday Tip: Hotkey for toggle menus

A recent Twitter post asked a question about turning on and off the WebSharing server in DEVONthink Pro Office. It was assuming a need for an AppleScript or Keyboard Maestro routine. Well, it’s not AppleScriptable (outside of UI scripting, which I don’t advocate) and Keyboard Maestro is more than is needed for this task. Open System Preferences > Keyboard > Shortcuts and select App Shortcuts. Click the Plus (+) button and select DEVONthink Pro Office in the Application dropdown. (If...

Tuesday Tip: Deleting from search results

When using DEVONthink’s search features, the results are handled a bit differently than browsing the database. The results are insulated from accidental deletion by default. So what if you want to delete something from the search results? Here are three options… Right-click the file and choose Move All Instances to Trash from the context menu. With the file selected, hold the ​Option key ​and choose Data > Move All Instances to Trash. ​​With the file selected, press Command-Option-Delete. You should see the Location...