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The DEVONtechnologies Blog

Articles in the category Tips

How to Use Text-Based Metadata

May 19, 2026

Screenshot showing DEVONthink’s Data inspector, containing text-based custom metadata.

If you use custom metadata in DEVONthink Pro and Server or DEVONthink To Go, you’ve probably used text-based attributes like Single-Line Text. But have you ever wondered about the various text types and their differences? Here is an overview. (more)

Unifying Elements in DEVONthink

May 12, 2026

Screenshot showing a DEVONthink window displaying DEVONthink's Navigate sidebar with unified tags and non-unified databases and Inboxes.

DEVONthink’s unified elements collect all inboxes and Tags groups from your open databases in one place in the Navigate sidebar, making it easy to find what you need. Here is how to unify different elements in DEVONthink and what that does. (more)

How to Use Markdown Callouts

May 5, 2026

Screenshot showing a Markdown document in DEVONthink with callouts.

Callouts are a Markdown feature for highlighting tips, notes, or important information as text blocks — familiar from textbooks or online tutorials, for example. DEVONthink To Go also supports them in your Markdown documents. Here is how to use them. (more)

How to Search from Document Text

April 28, 2026

Screenshot showing a text document with selected text in the background and a context menu with the Search command highlighted.

While you’re reading through a PDF or other document in DEVONthink, you may run into words or phrases and wonder what other documents may contain them. You could start a new search, then copy and paste the text, or re-type it. But there is a more efficient method. (more)

How to Use Widgets in DEVONthink To Go

April 21, 2026

Screenshot of an iOS home screen showing different DEVONthink To Go 4 widgets.

iOS widgets are used by many people for little bits of at-a-glance information viewable outside an application. The widgets for DEVONthink To Go let you quickly access your most important data and help you keep updated with your news right from your home screen. Here is how you use them. (more)

How to Use File Transclusion

April 14, 2026

Screenshot showing two DEVONthink windows. One contains Markdown source text and the other contains trans­cluded text.

If you’ve ever needed to consolidate content from multiple documents into one, you likely have used copy and paste. But if you make edits, they have to be made to all involved files. Wouldn’t it be nice if you could keep the documents separated but show them as a single document? You can with a Markdown feature in DEVONthink: file transclusion. (more)

How to Search by Item in DEVONthink

April 7, 2026

Screenshot showing a toolbar search in DEVONthink for untagged items.

With DEVONthink’s search, you can precisely search your databases for documents with specific characteristics, like, for example, tags. Many people often use a Tags property for this, but that isn’t optimal. Here’s how to correctly search for this. (more)

How to Remove Encryption Keys from Keychain Access

March 31, 2026

Screenshot showing macOS’ Keychain Access with an encrypted disk image key.

In DEVONthink, you can encrypt databases for particularly private or sensitive documents. However, if you accidentally save the key to the macOS keychain, you won’t need to enter it when opening the database. Here’s how to remove the key from the keychain if you don’t want it there. (more)

How to Create Smart Groups in DEVONthink To Go

March 24, 2026

Screenshot showing a search in DEVONthink To Go with the criteria added today.

Smart groups show items that match criteria you specify. They are essentially saved custom searches. DEVONthink To Go comes with a small set of predefined smart groups, but you can also create your own ones. Here is how to do that. (more)

How to Protect Against Prompt Injections

March 17, 2026

Screenshot showing the Help assistant with a question about prompt injection in DEVONthink.

AI inside DEVONthink can be a powerful tool. But when it comes to AI, some users have security concerns, such as possible prompt injections. So, what exactly are they, and are they a risk in DEVONthink? (more)