DEVONthink


  • Streamline Banking Documents: Smart Rules in DEVONthink

    Streamline Banking Documents: Smart Rules in DEVONthink

    The author advocates for automating document management in light of increasing digital artifacts. They highlight risks of poor tracking and propose using DEVONthink for better organization. A specific use case involves creating a ‘Smart Rule’ to automatically sort bank documents by date for archiving, enhancing efficiency and accessibility.


  • Location of DEVONthink Templates

    In DEVONthink, it is quite easy to create and update own templates. They are all stored in: Or, for previous versions: