Currently browsing: Tuesday Tip

Tuesday tip: Get started with tutorials and help files

Tips and Tutorials

DEVONthink and DEVONagent are extremely feature-rich and deep applications, harder to master than, say, a simple to-do list app. But they come with an extensive documentation and many slideshow and video tutorials for many everyday tasks from “How to set up a first database” to “How to use DEVONthink in a team”. We explain, e.g., the various options for sharing your knowledge, show you the pros and cons of importing vs. indexing, and give valuable tips. You can find the documentation...

Tuesday Tip: Labels with keyboard shortcuts

This Tuesday Tip comes from a question on our Facebook page: “Hi Guys, is it possible to assign an keyboard shortcut to a label? For example: If I press ⌘1 the first label is assigned to the current list entry?” (Thanks, Christoph Jeschke!). Yes it is! Here’s the step-by-step… Open System Preferences > Keyboard > Keyboard Shortcuts and select Application Shortcuts in the lefthand sidebar. Press the + (Plus) button and choose DEVONthink. Enter the exact menu name of the label, e.g., To...

Tuesday tip: Create custom forms with Google Drive

If you have a Google account and access to Google Drive, create a form there. (I’ll leave the how-to on that to your own research. It’s not difficult.) “Share” the form so that you get the link to the form, and create a bookmark in DEVONthink for that form. When forms are created in Google Drive, you have the option to create a spreadsheet there to collect the responses. Do so, then navigate to that spreadsheet and grab the link for...

When Chrome doesn’t like Clip to DEVONthink

Even though Google Chrome probably shares more information with its maker than you like, it also does a lot to protect you from the (other) bad guys — and sometimes also the good ones. If our Clip to DEVONthink browser extension doesn’t seem to work in your copy of Chrome and just reloads the browser contents when you click its icon in the toolbar, here’s a possible cure: You need to edit the file ~/Library/Application Support/Google/Chrome/Local State. First close Google Chrome (important!). Then...

Tuesday tip: Build group hierarchies with templates

One of the most common ways we organize our data is with folders and subfolders (groups and subgroups in DEVONthink). Maybe you are someone that tracks your receipts on a monthly basis. Perhaps you are a teacher that organizes student data in a series of subfolders. Or you may be a real estate agent that creates a folder for each new property you’re working with and you like to have subfolder for pictures, documents, etc. If you ever find yourself...

Search global smart groups

Search Field, In Selection

You may already know that you can create smart groups in the sidebar of DEVONthink Pro (Office) that collect documents from all open databases. If not: click the action menu button at the bottom of the sidebar and choose New Smart Group. What you might not already know is that you can also search the contents of a smart group (which is itself just a saved search). Select the smart group in the sidebar, then click the magnifying glass icon...

Style RTF text with keyboard shortcuts

Styles panel

Rich text (RTF) is great for text with different fonts, sizes, or colors. The Style panel allows you to save often-used styles and apply them again with a few clicks but it’s not really an example of OS X’s famous user-friendliness. Power user Alfred Schlatter sent us a tip for adding convenient keyboard shortcuts to styles to make your life with rich text easier: In a rich text document format text to your liking. Mark some of the text. Show the Styles sheet using Format >...

Rate your documents using labels

Labels as Ratings

Adding the ability to “rate” items in DEVONthink, e.g. with stars, is already on our to-do list. Forum user Truhe couldn’t wait and simply used labels for his ratings. To create your own ratings use e.g. the Unicode characters ☆ and ★ to name the labels from ★★★★★ to ☆☆☆☆ and set the colors to support the rating. To enter the stars use the menu command Edit > Special Characters, switch to Bullets/Stars and double-click the symbol you’d like to insert.

Tuesday tip: Clip and search with PopClip

PopClip is a marvelous little app that gives you an iOS-style contextual menu for selected text with the usual options: Copy, Cut, Paste, etc. But beyond what is available out of the box it can be easily extended. Install the DEVONthink Pro (Office) PopClip extension from our Download Extras and Manuals page and clip selected text to your inbox or search your databases for the text with just one click.

Tuesday tip: Make screenshots directly in your inbox

If you make screenshots and find yourself dragging them to DEVONthink Pro or ProOffice every time, here’s a shortcut for you: You can change the Finder’s location for screenshots to any folder you like. Change this to the Inbox folder and the picture is imported immediately or at least as soon as DEVONthink Pro (Office) is being opened. Follow this description and set the location for new screenshots to “~/Library/Application Support/DEVONthink Pro 2/Inbox/” (without the quotes). From now on new...