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The DEVONtechnologies Blog

Articles tagged with workflow

How to Use Temporary Favorites

October 21, 2025

Screenshot showing grouped favorites in DEVONthink's Navigate sidebar.

If you are working on a project, Favorites can be an effective way to quickly access it. But having too many items in one’s Favorites can be counter-productive. Here’s something you can do in DEVONthink and DEVONthink To Go. (more)

Lighting Designer Derek Jones' Workflow

October 16, 2025

Screenshot showing nested groups in DEVONthink like in the template Derek Jones uses.

Lighting designer Derek Jones uses DEVONthink for his work on live events, television shows, and video shoots. On his blog, he shows us how he works and provides an excellent example of what a workflow in DEVONthink can look like. (more)

How to Assign Shortcuts to Scripts

August 5, 2025

Screenshot showing a Finder window with some DEVONthink script files. One script is selected, and its file name contains a keyboard shortcut, as described in the tip.

Is there a script in DEVONthink that you use frequently and would like to have quickly accessible? DEVONthink has a way to set a keyboard shortcut for scripts and templates. Here is how. (more)

Discovering DEVONthink 4: Automation

July 31, 2025

Screenshot showing the batch process pop-up in DEVONthink with some saved configurations.

Automation is a big part of DEVONthink because it helps our users saving valuable time on recurring tasks. With batch processing, smart rules, and scripts, you can create workflows for your specific needs. Here are some of the ways we reworked and expanded automation. (more)

How to Paste Text with a Source Link

June 10, 2025

A screenshot of a Microsoft Word window displaying text with a source link that has been pasted into the document.

When doing research and taking notes, it is often helpful to link to specific parts of text in documents, especially PDFs. DEVONthink has two special copy and paste commands that make such linking very fast and effective. (more)

How to Use Ratings in DEVONthink

March 18, 2025

Screenshot of a DEVONthink window. The window shows some objects with a rating and a context menu with the rating selection.

In DEVONthink and DEVONthink To Go, you can assign ratings to objects. But what are these markers actually for and how can you use them? Here are some suggestions. (more)

How to Use Mentions in DEVONthink

February 18, 2025

Screenshot showing the Mentions inspector in DEVONthink. As described in the blog article, the inspector lists documents in which the selected document is mentioned.

Making connections between documents is an important aspect of researching a topic and linking information. DEVONthink offers several ways to do this, including Mentions. Here we show you how to use them. (more)

How to Access Your Last Destination

December 17, 2024

Screenshot showing DEVONthink's Go menu with

In DEVONthink, you move documents around, duplicate them, or capture web content and store them in a specific location. So that you can quickly continue working, there is a command in DEVONthink that takes you to your last destination. (more)

Using Custom Metadata for Automation

November 3, 2024

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)

How to Capture Frequently Visited Websites

August 13, 2024

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)