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The DEVONtechnologies Blog

Articles tagged with automation

August 22, 2023

How to Quickly Launch DEVONthink To Go

Screenshot showing the shortcut for quickly launching DEVONthink To Go.

When you’re working in DEVONthink To Go, there are likely items you keep returning to. To let you quickly access your most important items in DEVONthink To Go from anywhere on your device without laborious navigating, we’ve created a shortcut. Here is, how it works. (more)

July 11, 2023

How to Get Metadata from Crossref

Screenshot showing the Info inspector with some metadata in DEVONthink.

DEVONthink is a good place to keep your literature, because you can add a lot of bibliographic data as metadata. One source for such data is Crossref, and with a script you can easily import metadata from there to DEVONthink. Here is how that works. (more)

July 4, 2023

How to Use Default Smart Groups

Screenshot showing DEVONthink's smart group criteria editor.

Similar to the Finder’s saved searches, DEVONthink’s smart groups display items that match criteria you define. Besides the possibility to build your own smart groups, there are also a few default ones in DEVONthink. Here’s what they are. (more)

June 20, 2023

DEVONthink's Automation Options

Screenshot showing batch processing and script code in DEVONthink.

The beauty of the paperless office is that you can automate workflows. But maybe you are not familiar with all the capabilities of automation in DEVONthink or don’t know when which one makes sense? Here are the main options and when it’s best to use each. (more)

March 28, 2023

How to Get Metadata From Google Books

Screenshot showing a document's custom metadata imported from Google Books in DEVONthink.

DEVONthink is a good place to build a digital book collection. Users of the Pro or Server edition of DEVONthink can add custom metadata to their books from the millions of books available in Google Books with a script. Here is, how to do that. (more)

March 21, 2023

How to Share Your Smart Rules

Screenshot showing a list of smart rules in DEVONthink.

Smart rules are a powerful automation tool in DEVONthink, allowing the application to act on matching documents. Used wisely, they can be great allies in the quest to organize your databases. Maybe you want to share a specific rule with someone or install it on another Mac? Here’s how you can easily share smart rules. (more)

November 22, 2022

How to Use Geolocations on iOS

Screenshot showing the geolocation in the Info pop-up in DEVONthink To Go.

When you’re out and about roaming the big, beautiful world, you might want to keep track of where you’ve been. Or perhaps you’d like to know where you’ve made a note or created a document. With the release of DEVONthink To Go 3.6, we extended the support for geolocations. Here are the improvements. (more)

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 2, 2022

How to Use Lock Screen Shortcuts

Screenshot showing the iOS lockscreen with custom shortcuts.

For some time now, scripting has been a way on the Mac to automate certain workflows. Thanks to Apple’s application Shortcuts, workflows can meanwhile also be automated on your iPhone or iPad and then executed at the touch of a button. If you have a few commonly used shortcuts, there is a very handy iOS 16 utility to give you access to them on your iPhone’s lock screen: LockFlow. (more)

August 2, 2022

How to Use Filing and Moving

Screenshot showing the item list and the smart rule editor in DEVONthink.

In a another post on smart rules, we discussed how to organize DEVONthink documents in an automated fashion. In this post we briefly touched on the File action, but some people have wondered why not just use the Move action. Here’s the difference between the two. (more)