DEVONthink To Go VERSION 2.7.1 DOCUMENTATION
© 2001-2019 DEVONtechnologies TABLE OF CONTENTS
Read me 4 Share or clip data 22
What's new 4 Use the Files app 22 About DEVONtechnologies 11 Use drag-and-drop 22 Credits 12 Use the document provider 23 Capture data 23 Manage your databases 13 Scan paper documents 24 Create new items 13 Create notes and search with Siri 24 Sync 13 Share data 24 Get help 13 Share documents 25 Customize the settings 14 Use iTunes to batch-import documents 25
Manage your items 15 Sync your databases 27
Top-level groups 15 Quick start 27 Customize the view 15 Scenarios 27 Search 15 Synchronizing everything or just the Get more information about an item 16 metadata 28 Create new items 16 Setting up sync 29 Organize your documents 17 Setting up Bonjour 29 Share items 17 Troubleshooting 30 Use the grid view 17 Customize the app settings 32 View and edit your documents 19 Premium features 32 Common options 19 Security 32 Plain text and Markdown 19 Sync settings 32 Rich text and formatted notes 19 Group settings 33 Images 20 Document settings 33 PDFs 20 Integration settings 34 Bookmarks and HTML 20 Backup settings 34 Sheets 21 Log 34 Movies and audio files 21 Frequently asked questions 35 Other 21 Security 35 Spotlight 35 Synchronization 36 Contacting us 36
DEVONthink To Go 2.7.1 Documentation, page 2 Other Products 37
Overview 37 DEVONthink 37 DEVONagent 37 DEVONsphere 37 DEVONnote 38 Needful Things 38
Appendix 39
Glossary 39 Iconology 41 Tagging 41 Search operators 42 Item links and paths 43 URL commands 44
DEVONthink To Go 2.7.1 Documentation, page 3 READ ME
In this chapter: Take your documents with you Create and edit documents on the go What's new 4 Find using fast full-text search About DEVONtechnologies 11 Organize your knowledge wherever you are Credits 12 Sync your databases with DEVONthink for Mac Put your notes, text documents, images, and or other devices running DEVONthink To Go bookmarks into your pocket with DEVONthink To Go. Have them always at hand even when you are not connected to your office network or the Internet.
WHAT'S NEW
New Improved Fixed Removed
VERSION 2.7.1
This maintenance release updates the PDF library which fixes a crash during indexing PDF documents. Version 2.7.1 deletes temporary data as soon as it's fully uploaded to iCloud and prefers IPv6 for direct connections. It also improves the overall robustness of the app.
PDF library updated. Improved robustness of label handling.
Sync — Temporary data is deleted earlier, as soon as it's fully uploaded to iCloud. Sync — Direct connections prefer now IPv6 if both IPv4 and IPv6 are supported. Sync — Reduced CPU usage of iCloud monitoring.
Fixed a crash related to error logging. Fixed a crash related to missing Tags group.
Sync — Fixed an issue where DEVONthink To Go could create dysfunctional entries on the push notification server. Sync — Fixed a crash related to error logging. Sync — Fixed a crash related to iCloud monitoring. Sync — Fixed a crash related to saving data to disk.
VERSION 2.7
Version 2.7 adds push notifications for the synchronisation, a PDF outline view, and an option to sort by date added. It also improves the handling of tags when groups or documents are moved to the trash, the keyboard handling when searching, and the reliability of automatic PDF double spread mode. Imported email messages receive the original message's creation date. The update also adds an warning for when you change the encryption key of a sync store, and makes the automatic sync intervals shorter.
Note:
DEVONthink To Go 2.7.1 Documentation, page 4 Starting with version 2.7 DEVONthink To Go uses a server provided by DEVONtechnologies for providing push notification. For this service to work it needs to keep track of devices and which sync stores and databases they are interested in. Therefore we are extending our privacy policy with the following information:
For providing synchronization push notifications DEVONtechnologies maintains a list of records consisting of an anonymized device identifier (UID), the unique identifier (UUID) of a sync store, the UUID of a databases in that sync store, information about the app edition and beta status, as well as a timestamp.
Neither the UID nor the sync store and database UUIDs can be backtraced by DEVONtechnologies to a named user. We're collecting the app edition and beta status to send the data to the correct server at Apple and the timestamp to delete records that haven't been used in a while. The actual push notification is sent via the Apple Push Notification service.
Added a PDF outline view. Added option to sort by date added.
Sync — Synchronizing notifies all other devices synchronizing the same database with the same sync store. If they're set to sync automatically they'll download the new data as soon as possible, even in the background; if they're set to manual sync they'll mark the affected database as needing sync (dirty). The participating devices need to run DEVONthink To Go 2.7 or later, too, or DEVONthink for Mac 2.11 or later.
When the last instance of an item is put into the trash it is also removed from all tags (like on the Mac). Tapping a search results with software keyboard active navigates to the result. Tapping a document in the item list again deselects it. The PDF page scroller is less obtrusive. The PDF search screen appears in DEVONthink To Go’s default visual style. The creation date of email messages imported via drag-and-drop is set to the message’s creation date. Reliability of automatically choosing PDF double spread mode. PDF library updated.
Sync — Added alert to clean the sync store after changing the encryption key. Sync — Reduced automatic sync intervals. Sync — Verifying sync stores logs now number of orphaned and empty folders. Sync — A warning is logged if a sync store doesn't contain contents of pending and requested items. Sync — Reduced delay before the synchronization starts, especially on iOS. Sync — Reduced memory usage. Sync — Improved logging.
Fixed an issue where data could be unnecessarily downloaded when the premium in-app purchase was temporarily not availble. Fixed an issue where text documents would scroll to the top when entering editing mode. Fixed an issue where the background of only some selected items was colored. Fixed an issue where the database statuses could blink while a sync was in progress. Fixed an issue where the global inbox was not available in Clip to DEVONthink after emptying. Fixed an issue where the reading position for text documents wasn’t restored correctly. Fixed an issue where two error messages where not localized to French. Fixed an issue where words containing Markdown formatting like * and _ wouldn’t be indexed correctly. Fixed a crash related to adding image annotations to PDF documents. Fixed a crash related to the Download button.
DEVONthink To Go 2.7.1 Documentation, page 5 Sync — Fixed an issue where corrupted status files could crash the app. Sync — Fixed an issue where location screens would show visual artifacts related to secure entry fields on iOS 12. Sync — Fixed an issue where location screens wouldn’t get clipped on iPhone X and later. Sync — Fixed an issue where the error message was wrong in case of sync stores without encryption and adding a key without cleaning afterwards. Sync — Fixed an issue where the first attempt to clean a sync store could fail in case of a wrong encryption key. Sync — Fixed an issue where unnecessarily download attempts were made in case of inconsistent settings for indexed contents. Sync — Fixed a rare crash while cleaning or verifying sync stores (especially on iOS in case of a poor network).
VERSION 2.6.5
This maintenance release indexes items without searchable text locally, e.g. email synchronized from DEVONthink Pro, and enhances the way it handles the keyboard when searching. It also improves the reliability of retrieving web page thumbnails, the progress indication when verifying and cleaning sync stores, and the overall reliability and performance of the synchronization.
Version 2.6.5 no longer comes with sync location templates for MagentaCLOUD (unreliable) and Box.com (will drop WebDAV support on January 1st, 2019). This doesn't affect existing sync stores but migrating to other services soon is highly recommended.
New URL command ("fix") for fixing common problems.
Items without searchable text, e.g. email synchronized from DEVONthink Pro, are now indexed locally if possible. The implied wildcard is always applied to search terms unless the user explicitly pressed the Search or Return key. Scrolling search results also dismiss the the software keyboard. Improved reliability of retrieving web page thumbnails.
Sync — Improved the progress indication and logging while and after verifying and cleaning databases of sync stores. Sync — Improved reliability of Bonjour connections. Sync — Improved multi-threading. Sync — Improved logging. Sync — Improved reliability, stability, memory consumption, and performance.
Fixed an issue where restoring a device from iCloud could create permission problems. Fixed an issue where the button for starting recording a video note behaved incorrectly. Fixed an issue where the list of databases in Clip to DEVONthink was unordered. Fixed an issue where view options for some groups were not persistent. Fixed a crash related to iCloud not being set up on the device.
Sync — Fixed an issue where sync stores couldn't be deleted (iOS 12). Sync — Fixed an issue where downloading indexed pending items could fail in some rare cases. Sync — Fixed an issue where generating the list of available databases could consume too many resources. Sync — Fixed a crash related to no disk space available.
Sync — Removed sync location templates for MagentaCLOUD and Box.com.
DEVONthink To Go 2.7.1 Documentation, page 6 VERSION 2.6.4
This maintenance release brings improvements, fixes, and changes for iOS 12 and the iPhone XS Max. It also improves the workflow when creating, grouping, or searching for items. DEVONthink To Go now uses the easier-to-read San Francisco font for documents and improves the legibility of headers in item lists. Finally, version 2.6.4 makes more consistent the interplay of enabling incoming Bonjour connections and shallowly synchronized databases.
Note: Starting with this version DEVONthink To Go requires iOS 10 or later.
Optimized for iOS 12. Optimized for the iPhone XS Max.
New documents or documents created with the New Document Assistant are opened automatically. Groups created by grouping items are opened automatically. Tapping search results with the software keyboard active dismisses the keyboard. Bookmarks created from PDF page links are properly named. Opening complex RTFs in read-only mode shows a notification. The system font (currently San Francisco) is used for documents. List headers are fully opaque for better readability. Files are imported more often from the Clip to DEVONthink extension or iTunes. Updated PDF library. Improved reliability when repairing the data store. Improved error logging. Improved overall reliability.
Sync — Databases from all location can be purged as long as incoming connections are disabled. Sync — Enabling incoming connections shows a warning, informative text, and disables the Keep slider.
Fixed an issue where adding commas or semicolons to sheet documents created on the Mac could break them. Fixed an issue where groups couldn't be ungrouped if groups in the database were treated as tags. Fixed an issue where italic text was displayed in a light font face. Fixed an issue where navigation bar buttons used a wrong font while being touched (iOS 12). Fixed an issue where new bookmarks were created as "Unnamed". Fixed an issue where rotating the device caused unnecessary console messages. Fixed an issue where the Share button wasn't always disabled when no document was selected. Fixed a crash related to copying page links. Fixed a crash related to converting web archives to text. Fixed a crash related to creating new webarchives. Fixed a crash related to identifying duplicate email messages. Fixed a crash related to labels in Clip to DEVONthink. Fixed a crash related to recursive group structures. Fixed a crash related to recursive tag structures. Fixed a crash related to sharing PDFs (iOS 12).
Sync — Fixed a crash related to bad iCloud configurations.
VERSION 2.6.3
This maintenance release focuses on improving reliability and fixing minor bugs and glitches.
DEVONthink To Go 2.7.1 Documentation, page 7 DEVONthink To Go shows a warning when the reauthentication delay is set to Immediately. Captured documents without an entered title get a better default name. Improved reliability of requesting download of pending items. Improved background tasks non-interference. Improved reliability of providing data to the Clip to DEVONthink extension. Better cache management. PDF library updated.
Sync — Device no longer locks the screen automatically during longer sync runs. Sync — Downloading pending items checks the available disk space first. Sync — Importing only the metadata of databases requires up to 90 percent less temporary disk space. Sync — Improved efficiency of iCloud support, potentially reducing CPU and battery usage. Sync — iCloud now has a higher priority than Dropbox and WebDAV in case of multiple sync locations synchronizing the same databases. Sync — Pending items are automatically requested once from other sync locations to complete uploads to sync stores, if necessary. Sync — Improved realiability of sync stores. Sync — Improved multi-threading reliability and performance. Sync — More reliable background synchronization. Sync — More reliable handling and less logging of pending uploads. Sync — More reliable handling and removal of temporary data.
Fixed an issue where capturing PDFs from URLs without file name extension could fail. Fixed an issue where email messages dragged from Apple Mail to DEVONthink To Go used a wrong encoding. Fixed an issue where in-app purchases could become temporarily unavailable when the App Store wasn't reachable. Fixed an issue where items were not deleted when the app was running out of time in the background. Fixed an issue where labels in Settings were truncated in localizations other than English. Fixed an issue where newly created groups were not searchable before adding documents to them. Fixed an issue where opening the New Document Assistant created visual artifacts. Fixed an issue where page links in Markdown documents didn't work. Fixed an issue where PNG images were incorrectly listed as GIFs. Fixed an issue where rebuilding the cache didn't fix item count issues. Fixed an issue where Touch ID authentication would reappear after cancelling it. Fixed an issue where underline annotations created with DEVONthink on the Mac were not visible. Fixed a crash related to circular references between groups.
Sync — Fixed an issue where pending items were not downloaded reliably. Sync — Fixed an issue where the time of the last successful sync was incorrectly updated after a sync error. Sync — Fixed issues related to multithreading.
VERSION 2.6.2
This maintenance release fixes another crash on iOS 9 as well as issues related to the Files app integration, searching, and the unread status of groups. It also removes a path name extension from document names when importing them, e.g., via the Files app.
DEVONthink To Go 2.7.1 Documentation, page 8 A path extension is removed from document names when importing the from, e.g., the Files app. Encryption keys are marked as optional in the sync store settings. Improved reliability of caching item counts and details for groups.
Sync — DEVONthink To Go warns before activating a database with pending items for a new sync location. Sync — The list of databases for a sync location shows long names in multiple lines, loads smoother.
Fixed an issue where custom icons where sometimes applied to the wrong item. Fixed an issue where documents created or imported via the Files app could show up as unknown type depending on other installed apps. Fixed an issue where groups in the grid view reported wrong item counts. Fixed an issue where links in HTML documents using the ".." back reference where active even though they shouldn't. Fixed an issue where long titles in articles shared from Apple News caused the article being imported as text without URL. Fixed an issue where pending items were sometimes marked as changed for sync but shouldn't. Fixed an issue where the internal path e.g. for tags was wrong and could cause problems during the synchronization. Fixed an issue where the NEAR operator didn't work due to query preprocessing. Fixed an issue where the unread status of groups wasn't correctly updated when marking the group unread. Fixed an issue where the unread status of items in a group wasn't updated for small numbers of items. Fixed an issue where the unread statuses of groups could differ from their children. Fixed an issue where using typographic quotes in search queries didn't work. Fixed a crash on iOS 9 during searching related to use of modern APIs. Fixed a crash related to caching. Fixed a crash related to invalid links in HTML documents. Fixed a crash related to the Share menu. Fixed a crash related to updating item counts.
Confusing informative message announcing the end of deleting items in the background.
VERSION 2.6.1
This maintenance release fixes crashes on iOS 9. In addition it allows setting flags and labels when creating documents via URL commands and improves saving through the file provider extension.
Creating items via URL command supports setting flags and labels too. Saving items via file provider extension saves to the global inbox if the app but no database is chosen.
Fixed an issue where communicating changes to the Files app sometimes didn't work, depending on where the change occured. Fixed an issue where items in lists with no details shown had no item count button (since version 2.6). Fixed an issue where unread items in the trash were counted for the icon badge. Fixed crashes on iOS 9 related to using modern APIs. Fixed a crash related to background task handling.
DEVONthink To Go 2.7.1 Documentation, page 9 VERSION 2.6
This feature release adds iCloud synchronization as well as synchronizing in the background. Sync locations can now be manually deactivated like on the Mac, and the Help screen shows the last synchronization and background refresh dates. The sync toolbar icon is used for the synchronization progress again while more detailed information is still available in the background activity info at the end of item lists.
In addition, version 2.6 allows you to search directly from the database list on the home screen. Item lists show up to three lines for the title and three lines for the details of each item, and an app-wide setting allows keeping groups sorted to the top. Two new global smart groups list office and text documents. Finally, the "update" URL command allows changing an item's color label as well as its flagged and unread status.
Added search field to database screen. Added an app-wide setting for keeping groups always on top when sorting by name, date, or size. Added global smart groups for office and text documents. Item lists show up to three lines for the title and three lines for the details. Added a progress indicator to the search bar, stepping through the search phases. URL command "update" supports parameters for changing the label and the flagged or unread status of items.
Sync — iCloud synchronization. Sync — Background synchronization including background refresh. Sync — Sync locations can be (de)activated manually.
Item lists show previews for more items. Item lists show multi-line comments with line breaks compressed. The search field waits a short moment while typing before starting the search. The read/unread status is updated immediately when switching from one document to another. Textbundles are recognized, but are not yet displayed. Background processing.
Sync — The sync toolbar icon is used (again) for the synchronization progress; more details are still available in the background activity info at the end of item lists. Sync — The Help screen shows the last synchronization and background refresh dates. Sync — DEVONthink To Go no longer posts notifications when a sync finishes in the background. Sync — Improved French and German localizations. Sync — Sync retries to upload added or modified but pending contents to sync locations to ensure that all sync locations are complete. Sync — Improved compatibility to WebDAV servers using Nginx. Sync — Improved Bonjour handling. Sync — Improved performance and reliability.
DEVONthink To Go 2.7.1 Documentation, page 10 Fixed an issue where documents of unknown type couldn't be downloaded. Fixed an issue where Markdown files would appear as textbundles. Fixed an issue where notifying the Files app of many changes could stall the app. Fixed an issue where parts of the sync settings were not localized to French. Fixed an issue where sorting by size didn't correctly apply to groups. Fixed an issue where the All Images, All Movies, and All Audio Files smart groups no longer worked. Fixed an issue where the detail string for, e.g., images not downloaded was empty. Fixed an issue where the release notes covered the security screen on the first launch after an update. Fixed an issue where the release notes popover was inoperable on iPad on the first launch after an update. Fixed an issue where the wrong file name extension was chosen when creating text documents from URL commands. Fixed a crash on launch related to debug logging. Fixed a crash related to calculating global item identifiers. Fixed a crash related to retrieving information about images. Fixed a crash related to updating duplicate counts. Fixed a crash related to updating item counts for tags.
Sync — Fixed an issue where the sync locations list could end up in a disorderly state after cleaning a location. Sync — Fixed progress indication glitch of garbage collection. Sync — Fixed an issue where the first upload or merge of databases didn't include pending items anymore. Sync — Fixed an issue related to multithreading.
The background activity info is no longer shown below the bottom toolbar on the iPhone X as it looked awkward.
VERSION 2.5.1 ... 1.0
...
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DEVONthink To Go 2.7.1 Documentation, page 11 CREDITS GHMarkdownParser: (c) Oliver Letterer github.com/OliverLetterer/GHMarkdownParser AGWindowView: (c) Agens AS agens.no icons8.com: Icons used under the Creative cCSVParse: (c) Michael Stapelberg and Commons Attribution-NoDerivs 3.0 Unported contributors. michael.stapelberg.de license from icons8.com. DTRichTextEditor: (c) Oliver Drobnik KissXML: (c) Robbie Hanson github.com/ github.com/Cocoanetics/DTRichTextEditor robbiehanson/KissXML FMDB: (c) Flying Meat Inc. github.com/ccgus/ MDSpreadView: (c) Mochi Development, Inc. fmdb mochidevelopment.com freepik.com: Icons used under the Creative PSPDFKit: (c) PSPDFKit GmbH pspdfkit.com Commons BY 3.0 license from freepik.com. ZipZap: (c) Pixelglow Software github.com/ pixelglow/ZipZap
DEVONthink To Go 2.7.1 Documentation, page 12 MANAGE YOUR DATABASES
In this chapter: Additional information is added at the end of the lists switching through all background activities and Create new items 13 showing their individual progress. Sync 13 Get help 13 Search: Pull down to reveal a search field, similar to Customize the settings 14 the search field in item lists.
The databases screen is the first screen you see when you open DEVONthink To Go or when you CREATE NEW ITEMS travel the navigation hierarchy completely back to Tap the New toolbar icon to create a new item. the top level. First choose what kind of item to create (new On the databases screen you'll find: database, new tag, new document, etc.). The New The global inbox database Document Assistant asks you for all necessary Smart groups information. All databases you have created or synchronized New databases appear on the databases screen, to the device new groups, tags, or documents are created in the Databases: The Global Inbox is a standard database global inbox. that you cannot delete. When you create a new item from the databases screen or a smart group it is placed by default into the global inbox. You can also SYNC swipe databases to delete them. The global inbox Tap the Sync toolbar icon to synchronize all can never be deleted but you can clear it. databases with all available sync locations activated Smart groups: The smart groups are predefined. for the database. Alternatively pull down the list Show, hide, and rearrange them in edit mode. To until the gear starts spinning. When the sync is customize the smart groups or delete databases, ongoing the sync progress is shown in the cloud tap Edit. To add groups to the Favorites smart group toolbar icon as well as in the global progress display select the group in the item list in edit mode and at the end of the database and all item lists. mark it as favorite using the Organize tool. If there are local, unsynced changes in any database Item counts: The numbers behind databases the icon shows a dot . And if the log contains sync- indicate how many items are in the database's inbox. related messages, the button changes to and For the global inbox all items minus the contents of opens the log on tap. the Tags and Trash groups are counted. For smart To learn how to set up sync, visit the Sync chapter. groups other than Tags and Trash all items are counted. Tap the item count or swipe to the right to open the database or smart group in grid view on GET HELP iPad. Tap the Help toolbar icon to show this build in Background activity: If there's background activity documentation, read the release notes, or write an DEVONthink To Go shows a progress bar above the email to the DEVONtechnologies support team. bottom toolbar of the database and all item lists.
DEVONthink To Go 2.7.1 Documentation, page 13 In addition you can find information here about CUSTOMIZE THE SETTINGS how much real disk space your databases use on your device and when DEVONthink To Go was last Tap the Settings toolbar icon to customize launched. The screen also lists some information DEVONthink To Go to your needs. about the last synchronization. See also p. 32ff
DEVONthink To Go 2.7.1 Documentation, page 14 MANAGE YOUR ITEMS
In this chapter: CUSTOMIZE THE VIEW
Top-level groups 15 Tap the View Options toolbar icon to change the Customize the view 15 way DEVONthink To Go shows this group's content. Search 15 Sorting: Sort the items by name, type, date Get more information about an item 16 created/modified/accessed, or size; ascending or Create new items 16 descending. Organize your documents 17 Only flagged items: Show only flagged items. Share items 17 Only labeled items: Show only items with a label. Use the grid view 17 Show details: Show or hide additional details in Inside databases you organize your documents the list. using groups and tags. Groups contain documents or Show hidden items: Show or hide special groups other groups, just like folders do on a Mac or PC. like the trash or the legacy Mobile Sync group. The trash will not be hidden if the global smart Navigate groups and documents just like you would group Trash is hidden too. in any iOS app. On devices featuring 3D Touch you can also use peek-and-pop. Long-tap the Back Tap the sorting date button again to rotate through navigation bar item to immediately return to the the available options: Created, Modified, and home screen. Tap a document again to deselect it. Accessed.
Tap the Sync toolbar button to synchronize the View options are set per group. Children groups database with all available locations. Alternatively inherit their parent's view options unless you set pull down the list until the gear starts spinning. The them expicitly. Sync button acts similar to its counterpart in the databases list. SEARCH
TOP-LEVEL GROUPS Pull down the item list to reveal the search field just like you'd do in other iOS apps.
Inbox: Use the Inbox to store items that you don't Enter your search term and choose where you want to properly file right away. Or items that you want to search: in all databases, only in the current need to deal with before filing them. database, or only in the current group. Tap the Tags: Contains all tags created in a database. Use it Help icon to show the help page for the search to e.g. see all documents that have a tag assigned. language.
Trash: Keeps all trashed items. Use its Empty Trash While typing, the last entered word is internally button in the bottom toolbar to physically delete treated like a partial word and extended with a trashed items. wildcard. Press Return to finish entering the search term and find the last entered word as-is. Note: The Trash is only visible when the Trash smart group on the database screen is not While a search is in course a progress bar appears switched on. below the search field. The results are sorted by rank and show their ranking score as "pie charts" as their icon.
DEVONthink To Go 2.7.1 Documentation, page 15 GET MORE INFORMATION ABOUT Tags: Tap to expand the tags field if necessary. AN ITEM Tap into the tags field to add or delete tags. Tags are shown as blue bubbles. While you're typing DEVONthink To Go suggests already existing tags OPEN THE INFO PANEL to you. For multiple items you can only remove tags To get information about a group, show its content that were assigned to all items. and use the Info button in the list's toolbar. Label: Tap the button to open the label chooser. To get information about a document either Tap again to set the label. show the document and use the button in the Flag and Unread: Tap to mark the documents as document's toolbar. flagged or unflagged. Tap to mark the documents Alternatively or to show information about multiple as as read or unread. And tap to lock or unlock items, visit the containing group and in the list tap items to keep them from being accidentally deleted. Edit to switch to edit mode. Select one or more documents, then tap the button in the list's CHANGE DOWNLOAD FILES OPTION toolbar. If you are not downloading files for a whole sync Note: For multiple items not all options are location you can make sure that selected groups available. and the items they contain will be downloaded regardless of the sync location's setting. Choose RENAME THE ITEM Always to keep the group content's files downloaded To change the item's name, simply tap it and edit it. at any time or On demand to download them on demand. Tap the selected option again to unselect it; the group will use the setting from its enclosing EDIT OR OPEN THE ITEM'S URL group. Documents in DEVONthink To Go have URL Note: This setting is either explicitly set for a metadata. A URL, "uniform resource locator", group or, when not set, the encosing group's is usually a web link that starts with "http:" but setting is used. In this case none of the two can also point to something else, e.g. a task in options is selected. OmniFocus or a document in DEVONthink To Go.
Bookmarks use the URL to store their destination; for other documents you can use it freely. Save e.g. CREATE NEW ITEMS the address of a webpage with more information or Tap the New toolbar icon to create a new item. reference just about anything that has a URL. First choose what kind of item to create (new tag, To edit the item's URL tap inside the URL field and new group, new document, etc.). The New Document edit it. To open the URL tap the button. Assistant asks you for all necessary information.
CHANGE THE COMMENTS New tags are created in the database's Tags group. New groups and documents are created in the To change the item's comments, simply tap it and current location. edit it. The Comments field is searchable. Use it any way you like.
CHANGE TAGS, LABEL, FLAG
Assign or remove tags from the documents in the Info panel or change other metadata.
DEVONthink To Go 2.7.1 Documentation, page 16 ORGANIZE YOUR DOCUMENTS COPY A URL FOR AN ITEM TO THE CLIPBOARD Long-tap an item to show a contextual menu with MOVE, REPLICATE, GROUP, ... less often used options. Copy a URL for the item (a.k.a. "Item Link") to the clipboard to link to it from Tap Edit to switch to edit mode. Select the items you want to act on. other documents or even apps; this also works for databases. For PDFs you'll also see the option to Tap the Organize toolbar icon. Choose the desired action. copy a "page link" which includes a reference to the If required choose the destination. currently displayed page. Tap Move, Replicate, etc. to confirm. Move, ...: Moving places the items into another SHARE ITEMS group or database. Replicating makes the item available in both the current group and the You can share documents with other apps, add a destination group at the same time. Duplicating task for it to OmniFocus, etc. physically copies the items to the destination group. Tap Edit to switch to edit mode. Group: Grouping creates a new group and places Select one or more items you want to act on. all selected items into it; ungrouping (only available Tap the Share toolbar icon. if you selected exactly one group) resolves a group Choose the desired action. and places all contained items into the current Note: Not all actions are available for all group. document types and not all actions are available Convert: Converts documents to other file formats. for multiple items. Some options might require another application being installed, e.g. Add to/Remove from Favorites: Adds the group OmniFocus. to the local favorites or removes it from them. You access your favorites through the Favorites smart group on the databases screen. USE THE GRID VIEW
Download/Purge: Downloads the files of selected In the item or database list, tap the number in the documents or all items contained in a group to your bubble next to its name to show its content in a grid device. Documents are downloaded individually, view instead of simply navigating into it. The grid is downloading groups downloads all documents shown in the detail view. You can also swipe right contained in the group and all its sub-groups. Purge over the item to show its content in grid view. item contents to free space on your device. You Items are shown with a large preview if possible. can re-download the items again on demand. Not available if the containing group is set to download contents automatically. See also p. 28ff DRAG AND DROP
Trash: Trashing moves the items into the database's Tap and hold an item until it starts hovering. Then Trash. move it with your finger. Onto another group: Drag the item onto a group SWIPE ACTIONS in the list view to move it to the group. Into the list view: Drag the item into the empty You can swipe items to the left or right to reveal parts of the list view to move it to the group shortcut actions. Move items to the trash or mark whose content is shown in the list view. them as flagged, read, or unread. The More actions Onto another item: Drag the item onto another gives you all the organize options for the item item to group the two. If the other item is a group, without switching to edit mode first. the dragged item is moved into it; if the other item is a document, both are placed into a newly created group.
DEVONthink To Go 2.7.1 Documentation, page 17 Drag with two fingers to copy the item instead of moving it.
DEVONthink To Go 2.7.1 Documentation, page 18 VIEW AND EDIT YOUR DOCUMENTS
In this chapter: Documents opened from a smart group show a Reveal button for revealing their real location. Common options 19 Plain text and Markdown 19 Rich text and formatted notes 19 PLAIN TEXT AND MARKDOWN Images 20 PDFs 20 You can view and edit plain text and Markdown Bookmarks and HTML 20 documents. Sheets 21 Markdown documents are plain text documents. Movies and audio files 21 Using simple-to-use formatting rules Markdown Other 21 documents can be both easily read as they are or graphically rendered like a web page. DEVONthink You can view many documents types from within To Go shows Markdown documents properly DEVONthink To Go. And quite a few you can also rendered when not in edit mode. edit directly inside the app. In addition you can share documents via the standard iOS sharing You can reference images and link to items from mechanisms or create new OmniFocus tasks. Markdown documents using either item links, downward-relative, or absolute paths (starting Tap any document in the group list to view it. with a forward slash). See the appendix for more iPad or iPhone 6 Plus or larger: In landscape mode, information about item links and local paths. the document is shown in its own pane on the right- hand side of the screen, similar to many other apps. Tap the icon to expand the detail view to full RICH TEXT AND FORMATTED screen. Tap the to show the item list again. NOTES
If the document's file is not yet downloaded You can view and edit rich text documents (RTF and from the sync store, you are presented with a RTFD) and formatted notes. thumbnail, if available, and the option to download RTF and RTFD: Rich text documents use the the document. proprietary RTF format with good but not 100% compatibility to e.g. DEVONthink for COMMON OPTIONS Mac. DEVONthink To Go also supports rich text documents with attached images (RTFD) but as Depending on the document type one or more read-only. of the following toolbar options are available for Formatted notes: Based on HTML, formatted notes documents: are 100% compatible to DEVONthink for Mac Reload the document. and can also displayed using any web browser on Add as new document. any platform. Images that you add are embedded. Search text within the document. Formatted notes are fully self-contained. Show the info panel. Share the document. FORMATTING TOOLBAR For documents that are editable, tap the button Edit In edit mode use the formatting toolbar to format in the toolbar (iPad) or navigation bar (iPhone) to your text: edit. Tap Done to end editing.
DEVONthink To Go 2.7.1 Documentation, page 19 Apply a predefined format, e.g. "headline". ANNOTATING Make the selected text bold. In edit mode use the annotation bar to add or edit Make the selected text italic. annotations. Place the bar left, right, or over the Make the selected text underlined. toolbar by dragging it with the move bars. Hide Strike the selected text through. the annotation bar by ending edit mode or tapping Change the current paragraph alignment. the close icon. Insert an image. You can also modify already existing annotations You can also freely choose a font and size using the without switching to edit mode. The changes will be Font and Font size options in the secondary toolbar. automatically saved. On the iPhone only a limited feature set is available. Use the annotation tools to add, edit, or delete annotations. EDITING MENU
Use and to undo or redo your changes. Select text to make the editing menu appear. Use it to: EDITING PAGES
Cut, copy, and paste text. Use the PDF editor icon to switch to PDF page Show a dictionary definition. edit mode. Make the text bold, italic, … Then use the PDF editor toolbar to add empty Add a link. pages, delete, duplicate or rotate pages. Move pages by dragging them to their new position inside the IMAGES document.
You can view and edit images.
Pinch to zoom in and out. Use and to undo or redo your changes. In edit mode rotate the image counter-clockwise or apply a predefined filter. Note: Annotating and editing PDFs requires an in-app purchase.
PDFS BOOKMARKS AND HTML You can view PDFs, search them, and add and edit annotations. You can only view bookmarks and HTML documents. Scroll up and to down to navigate the document. Tap links to follow them. Tap the caret to navigate Pinch to zoom in and out. Tap the Thumbnails back. Long-tap page elements to show additional button to show page thumbnails and the Outline button to show the PDF's table of content if options. available. Tap the magnifying glass icon to search Tap the web page name in the tool bar to toggle inside the PDF document. between the page's name and its address. A star indicates that the shown web page does not represent a document but was loaded temporary from the internet.
DEVONthink To Go 2.7.1 Documentation, page 20 You can reference images and link to items Note: Creating and editing sheets requires an in- from HTML documents using either item links, app purchase. downward-relative, or absolute paths (starting with a forward slash). See the appendix for more information about item links and local paths. MOVIES AND AUDIO FILES
You can play movies and listen to audio files. SHEETS DEVONthink To Go offers the standard media player controls, audio will continue to play when you You can view and edit sheets (CSV/TSV tables). switch to another app.
To edit cells switch to edit mode, then double-tap cells to modify their content. Rearrange columns by OTHER dragging their heading and use the floating tools to add or remove rows or columns. You can only view other documents such as email messages or files unknown to DEVONthink To Go.
DEVONthink To Go 2.7.1 Documentation, page 21 SHARE OR CLIP DATA
In this chapter: device supports it, copy them to other file services, or annotate PDFs using the built-in tools supplied by Use the Files app 22 Files. Use drag-and-drop 22 Use the document provider 23 Groups set as favorites in Files appear in the Capture data 23 Favorites smart group in DEVONthink To Go. Scan paper documents 24 Tags set for items in Files are added as tags in Create notes and search with Siri 24 DEVONthink To Go. Share data 24 Items not downloaded can't be manipulated in Share documents 25 Files. Use iTunes to batch-import documents 25 Smart groups synchronized from the Mac work neither in DEVONthink To Go nor in Files. DEVONthink To Go is not an island. Open Note: Files tries to be as nice as possible to documents in your database from other apps or the remote service and uses a lot of caching. save data directly to DEVONthink To Go using Therefore you might notice some delays when the document provider feature. Clip data from navigating your databases. Also, databases other applications using the Clip to DEVONthink and groups are shown as 'folders' because share extension. Finally, the Share menu lets you that is what Files understands. And finally, send documents to other apps, print them to any in DEVONthink To Go items can be present AirPrint-enabled printer, or add them as task to in multiple groups (replication); Files doesn't OmniFocus. support this. DEVONthink To Go always presents items in their 'primary parent' in Files. USE THE FILES APP
On iOS 11 and later you can access your databases USE DRAG-AND-DROP also from the Files app as well as from other apps On iOS 11 and later you can drag items from the that can open or import files from Files. item list as well as from the grid view to other places inside DEVONthink To Go and to other apps that accept the dragged data. You can also drop files from e.g. the Files app or data like text or web addresses into DEVONthink To Go.
The Files app and its mechanisms replace the document provider extension on iOS 11. DEVONthink To Go adds itself as a 'remote file system' to Files, just like Dropbox or iCloud. You can open documents, drag them to other apps if your
DEVONthink To Go 2.7.1 Documentation, page 22 Note: Whether an app opens a chosen document Note: Groups are spring-loaded, i.e. that when in-place or copies it to its own database is up to you drag items over a group it blinks a few times, the host app. Similarly, some apps export (read: then it opens. To drag items into a group first let copy) documents to DEVONthink To Go, others DEVONthink To Go open the group for you, then actually move them. This, too, is managed by the drop the item inside of it. host app.
USE THE DOCUMENT PROVIDER CAPTURE DATA On iOS 10 and earlier DEVONthink To Go's In any application that supports the iOS share sheet, document provider extension lets you use your tap the Share toolbar icon and choose Clip to documents from all other apps that support iCloud DEVONthink. The extension uses whatever data the Drive. Think of DEVONthink To Go as a virtual 'file host app provides and fills in the title and content system' that you access similar to the Open/Save fields. Choose the database where you want to file dialog on the Mac. it, add tags, flag it, or mark it as unread.
Apple Pages, Numbers, and Keynote directly list DEVONthink To Go in their Locations menu. Other apps might require you to choose iCloud Drive first, then tap the Locations button to switch to DEVONthink To Go's document provider.
In the document provider sheet navigate all your databases and groups just like you would do in DEVONthink To Go itself. Inside a database pull down the list to reveal the search field to quickly locate documents; it's powered by the same full-text search as DEVONthink To Go. Documents that the host app cannot use appear in grey.
DEVONthink To Go 2.7.1 Documentation, page 23 To find out how to ask Siri to perform these tasks check out Siri's own help which lists sample phrases for DEVONthink To Go.
SHARE DATA
To share a document, tap the Share toolbar icon to show the standard iOS share sheet with many possible actions.
Note: Apple's way for sharing data (like text or images) looks similar to sharing documents (like PDFs files) but differs a lot internally. When you use the Share toolbar icon DEVONthink To Go first presents you with the share sheet for data. Choose Open In to show the share sheet for documents.
When you've finished editing, tap the icon and choose the target format. You can e.g. save web pages as web pages or Markdown. You can also choose to clean up the page using Instapaper or Readability.
SCAN PAPER DOCUMENTS
DEVONthink To Go doesn't offer paper capture itself but is directly supported by Readdle Scanner Pro. Send scans to DEVONthink To Go's global inbox from Scanner Pro's share sheet. If you want to adjust the document's title, choose a different database, or add tags, tap Open In in Scanner Pro's share sheet instead and use Clip to DEVONthink.
Note: Sending scans to DEVONthink To Go is supported by Scanner Pro 7.1.3 or later. AirDrop: The top part of the sheet lets you send data to other devices via AirDrop. E.g. for bookmarks it sends the URL. CREATE NOTES AND SEARCH WITH SIRI Share extensions: The first row of icons lets you send data to the share extensions of other apps. On iOS 11 and later you can use Siri to: DEVONthink To Go shares as much data as possible but it's completely up to the share extension how to Create new plain text notes proceed with it. Search for documents
DEVONthink To Go 2.7.1 Documentation, page 24 Activities: The second row of icons represent activities that act directly on the document. You can, e.g., print it or copy its item link. Choose Open In to share the document file itself.
Open in: Shows the iOS document share sheet offering available third-party apps for the document type. Attention: It looks almost the same as the share sheet for data (only the available options differ)! Print: Prints the document to AirPrint-enabled printers. Capture: Captures the displayed web page. Copy Item Link: Copies a URL for the document that you can use to link to the document from other apps. For PDF documents it links to the currently displayed page. Copy URL: Copies the URL from the document's info panel. AirDrop: The top part of the sheet lets you send Open URL: Opens the URL from the document's files to other devices via AirDrop. info panel in the default browser. Add to OmniFocus: Creates a new task linked to Share extensions: The first row of icons lets you the document in OmniFocus. send data to the share extensions of other apps. Fill using 1Password: Let's you fill in user names DEVONthink To Go adds a four-digit number to and passwords from 1Password. the file name that lets it identify it should you use the same mechanism to send it back from the third- Note: You can customize which share extensions party app. and activities are listed here. So if you're missing Clip to DEVONthink or another app or would like Activities: The second row of icons represent to hide a rarely used activity, tap More in the row system-wide activities such as saving to iCloud in question. Note that not all apps accept all types Drive or opening the Quick Look panel. of data. USE ITUNES TO BATCH-IMPORT SHARE DOCUMENTS DOCUMENTS
To share complete documents first open the share If you have a larger number of documents to sheet for data by tapping the Share toolbar icon. import from a Mac, synchronizing is the way to go. Then choose Open In in the second row. Use the However, if you don't use DEVONthink on the Mac document share sheet for sending files to other apps (but you should, really) or your desktop computer is or, e.g., save them to iCloud Drive or Dropbox. a Windows PC then there's another way to batch- import files:
DEVONthink To Go 2.7.1 Documentation, page 25 Connect your iOS device via USB to your Mac or Bring DEVONthink To Go on your device to the PC. foreground. Open iTunes. DEVONthink To Go will import everything Navigate to your device's area, then to File Sharing that is not one of the default items ("DB5.plist", > DEVONthink. "Console.log", and "Inbox") into the global Drag all files you want to import into DEVONthink inbox database. The "Inbox" folder is used for Documents. communication with the extensions and can't be used by you.
DEVONthink To Go 2.7.1 Documentation, page 26 SYNC YOUR DATABASES
In this chapter: WebDAV or Dropbox:
Quick start 27 Create a sync location for the service of choice Scenarios 27 on one side. Choose a sync store name and a Synchronizing everything or just the password, adjust your options. metadata 28 Let it upload your data to the location. Setting up sync 29 Create the very same sync location on the Setting up Bonjour 29 other side. Enter the same sync store name and Troubleshooting 30 password. Switch on the databases you want to up- or DEVONthink To Go allows you to synchronize your download and let it sync. databases over the internet or on the local network Please find a short glossary about sync-related with Macs running DEVONthink for Mac and iOS terminology in the Appendix. devices running DEVONthink To Go.
SCENARIOS QUICK START iCloud: If you want to keep your databases in sync While the whole sync setup can grow complex if but not share them with others this is a great choice. needed, the basic workflow is very simple. It's tied to your iCloud account so you don't have iCloud: to set anything up except for the encryption key. Add the iCloud sync location. But, that also means you'll only be able to use it Enter an encryption key; if you already synced from other devices set up for the same Apple ID. We to iCloud from another device enter the same strongly recommend an iCloud plan with enough encryption key that you've used there. storage. Switch on the databases you want to up- or Local network: If you only want to synchronize download and let it sync. your databases while both this device and your Mac Direct connections: are on the same network consider using a direct connection. Switch on Bonjour on one side (leave port number blank to let DEVONthink To Go choose This is much faster than uploading all data to some for you). server on the internet and downloading it again on Create a direct connection to it from the other another device. But, when you leave your office and side. Adjust your options. you haven't synchronized your databases, you'll Switch on the databases you want to up- or need to wait until you come back another day. download and let it sync. WebDAV: If you run your own WebDAV server, your ISP offers it as a service, or your have subscribed to an online service such as CloudMe or box.com, this might be for you.
Your data is stored in encrypted sync stores on the server. You can keep all your devices in sync at any time as long as you have internet access.
DEVONthink To Go 2.7.1 Documentation, page 27 Dropbox: If you have a Dropbox account you can GRANULARITY use it just like you'd use WebDAV. DEVONthink DEVONthink To Go lets you fine-tune which To Go creates a private folder for its sync stores content files are synchronized to your device on and so keeps its data separate from your photos multiple levels: and other documents. Of course it does not get access to anything except its own files. Dropbox and Sync location DEVONtechnologies respect your privacy. Database Group
SYNCHRONIZING EVERYTHING On each of these levels you can decide if you want to download the contents of files for offline use. OR JUST THE METADATA You can easily choose to not download files for a As disk space especially on iOS devices is limited, sync location but set a group to always download its DEVONthink To Go offers two synchronization contents. Setting the location to download contents modes to let you hand-tailor its sync behavior to overrides decisions on the database or group level; your needs. DEVONthink To Go either downloads in this case the respective user interface controls in everything to your device or it just downloads the the Info for the group or database is inactive. information about your documents but not the files By default sync locations do not download files themselves. The documents show as 'pending' as automatically but let you choose this on the long as their content has not been downloaded to database and group level. This is the recommended the device. setting unless you explicitly want to download all Download files: Always: Both metadata and files from a specific location. content files are synchronized to the device. Open the Info for the database's top level or any Download files: On demand: Only metadata group and change the setting for Download files is synchronized to the device; content files are to your needs. When you change this setting to downloaded on demand. Always, the database's or group's content files will be downloaded when you close the Info panel. COMPARISON
Both modes have their own advantages and PURGING disadvantages. When you choose Download Files: Purging removes only the data file of a document. Always, you have everything with you offline, You still see a purged document listed, it's metadata and contents, even when you are searchable, and you can manipulate it. Purging does without an internet or intranet connection. You are not delete the document itself, it just turns it into a independent of network availability. 'ghost'.
When you choose Download Files: On demand, the Manually: You can at any time remove contents to data stored on your device is significantly less and free disk space. Select items in the items list and you can carry larger databases with you even on a choose Purge in the Organize menu. device with small memory. Automatically: Alternatively you can let You can work with your documents, browse, DEVONthink To Go choose the documents you rearrange, or even trash them. Accessing documents haven't used recently, and purge them for you. is slower, however, as they need to be downloaded Choose how many files should have their contents on demand. Also, when you are without a network kept on the device in the Settings. connection you cannot view documents you have Automatic purging keeps track when documents not downloaded before you reached the network- have been downloaded or accessed so that it free zone. only removes the least used contents. It also does not purge documents that have not yet been
DEVONthink To Go 2.7.1 Documentation, page 28 synchronized to some other location, that are that you want to keep synchronized. Using protected by their enclosing group, or that have multiple sync stores is especially useful if you use been downloaded in the past hour. Documents only also multiple encryption keys, e.g. for business synchronizing with a direct connection are also and private, for friends and colleagues, etc. never automatically purged. iCloud: Synchronization via iCloud is tied to the iCloud account set up for the device so there's SETTING UP SYNC nothing to be set up except for the sync store encryption key. To set up DEVONthink To Go for synchronization Direct connections: When you set up a direct open the Settings by tapping the button on connection, DEVONthink To Go will ask you for the DEVONthink To Go's first screen. pairing password that you have set in DEVONhtink Technically, databases are synchronized either for Mac in Preferences > Sync > Bonjour Options. directly between devices (direct connections, a.k.a. You can also make your iOS device the server for Bonjour) or via sync stores. Sync stores are folders incoming direct connections by setting up Bonjour. residing on servers such as iCloud, Dropbox, or your Dropbox: DEVONthink To Go asks the Dropbox own WebDAV server; Macs can also use file servers app, if installed, for authorization or shows you the on the local network. DEVONthink To Go keeps all Dropbox authorization page. It can only use one information about which databases to sync through Dropbox account at a time and will re-connect to what kind of connection and with which sync store this account even when you remove the Dropbox in a so-called sync location. location and re-add it. To unlink DEVONthink To The basic workflow for preparing DEVONthink To Go from a Dropbox account, visit your Dropbox Go for synchronization looks like this: account settings and remove your device and/or the "DEVONcloudy" app. Now you can add a new In the Settings tap Edit locations. Dropbox location and authorize with the account Add a sync location for the connection you want you want to use. to use. Fill in the necessary credentials. If you have Box: Box does not support single sign-on when 1Password installed you can use it here. Not using WebDAV. Create an external password to use necessary for iCloud. DEVONthink To Go with Box. Name the sync store. If you have already created To edit a location later, tap Edit to switch the a sync store from another device, e.g. your Mac, locations list into edit mode, then tap the already set enter its name here. Not necessary for iCloud. up location to open the location editor. Enter an encryption key (highly recommended). When entered DEVONthink To Go will encrypt all data using AES 256 bit. SETTING UP BONJOUR Tap Save to set up the location. Visit the location and switch on all databases you You can not only build a direct connection from your want to keep in sync using this location. Note: You iOS device to a Mac but also set up your device as a must wait for one database to fully sync before server. Then you connect from another iOS device selecting the next database. or a Mac on the local network to pull databases or get changes. To synchronize databases on two devices set up similar sync locations using the same sync store To adjust the settings tap the Set options button name and encryption key. in the Settings and switch the server on. Leave the Port field empty to let DEVONthink To Go choose Note: If you enter a different sync store name a port for you, unless you have a known open port on each of your devices every device will create you'd like to assign. Set a password to prevent it's own sync store. You need to enter the EXACT unauthorized access to your device. SAME NAME for the sync store on all devices
DEVONthink To Go 2.7.1 Documentation, page 29 Note: Important: DON'T enter the SAME port Locations: Visit Settings > Locations: Edit locations, number on multiple devices, e.g. Mac and iOS then left swipe on the sync location. device; if you need to run the Bonjour server Databases: Visit Settings > Locations: Edit on both devices use different port numbers. locations, select the sync location then, left swipe You don't have to enter the same IP port on all on the database. devices; the best practice is to leave it up to The swipe actions let you verify locations and the app to choose a port. Other instances of databases either quickly or thoroughly, or clean DEVONthink To Go or DEVONthink for Mac can them. Cleaning removes the content of the sync only access your device as long as DEVONthink location or database in the sync store. It does not, To Go is the active application and the device is of course, delete the database from this or other unlocked. devices.
TROUBLESHOOTING DIRECT CONNECTIONS For direct connections also check the following: The synchronization was designed to run in self- maintenance mode so there should be little for you Restart the other Mac or iOS device. to do to make it work. If, however, it does not work Restart your router. as expected, please try the following steps before Check if this device is connected to the same contacting our user support: WiFi network as the other side. Check if both devices are on the same subnet. Check your network connections. Check if there are any routers or switches Restart this device. involved. The more switches and routers the less reliable the connection due to port filtering, ICLOUD conflicts, or other unknown factors. For iCloud sync check the following: Check the port number on the server side. Best practise is to leave the field empty and let Check if iCloud is correctly set up for your device DEVONthink To Go choose the port number in the device's Settings. for you. If you activated serving Bonjour on Check that you have entered the encryption key more than one device every device MUST use a correctly. different port number. See also p. 29ff Check that your device has a working internet Check that the port number used on the server connection. side isn't blocked by your firewall or your router's security. WEBDAV OR DROPBOX Check that you have entered the same password For WebDAV or Dropbox locations, check the that you have set in the other side's Bonjour following: options. Check if the firewall or Little Snitch enables Check if the service you're trying to connect to is incoming connections to DEVONthink. reachable. Check if DEVONthink is running on the other Check that you have entered your user Mac or iOS device. credentials correctly. Check if the databases you want to synchronize Check that you are connected to the right are open on your Mac. To open them WebDAV or Dropbox account. automatically, visit Preferences > Sync in Check that you use the same sync store name and DEVONthink on the Mac, click Bonjour Options encryption key. and activate the option Open databases In some circumstances, our support people may tell automatically. you to verify or clean the sync location or database.
DEVONthink To Go 2.7.1 Documentation, page 30 Note: If your router offers multiple networks, e.g. a slower and a faster one, make sure both devices use the same network. Restarting any device could make them connect to a different network.
DEVONthink To Go 2.7.1 Documentation, page 31 CUSTOMIZE THE APP SETTINGS
In this chapter: Note: When DEVONthink To Go is locked no documents will be available through the Files Premium features 32 app or the document provider extension too. To Security 32 access your documents externally set a unlock Sync settings 32 time or disable the passcode protection. Group settings 33 Document settings 33 Integration settings 34 SYNC SETTINGS Backup settings 34 Log 34 Locations: Tap Edit locations to manage your sync locations. An activity indicator next to the Adjust all of DEVONthink To Go's settings directly button shows that DEVONthink To Go is currently inside the app without visiting the Settings app. Tap synchronizing. Activate or deactivate any location on DEVONthink To Go's first screen to show the to keep it from being used for synchronization, settings. e.g., when you're in an environment where synchronizing is not advisable. PREMIUM FEATURES Tap Edit to set up synchronization with iCloud, a WebDAV server, Dropbox, or directly with a Mac Tap Manage to see and purchase premium options to running DEVONthink. extend DEVONthink To Go's feature set. Bonjour: Tap Set options to switch on and configure the built-in Bonjour server that allows you to SECURITY connect to your device from other iOS devices or Macs running DEVONthink To Go or DEVONthink Protect your data from prying eyes with a passcode for Mac. and, if your device supports it, Touch ID or Face ID. Conflicts: Choose whether, in the case of a sync Use passcode: Switch this on to enable passcode conflict, the newest change wins or DEVONthink To protection. This is the main switch for all security. Go keeps both versions.
Use Touch/Face ID: When switched on Schedule: Choose if DEVONthink To Go should DEVONthink To Go will first try to authenticate synchronize automatically or just on demand. with Touch ID or Face ID. Should this fail it will ask Pull down in any database or item list to start the for the passcode. When this option is switched synchronization at any time. DEVONthink To Go will on and you have already authenticated with your also sync when you switch away from it to another device in the last 30 seconds DEVONthink To Go app if you choose to synchronize automatically. will not ask you to reauthenticate. If you choose to synchronize automatically iOS Again after: Set a time period in which DEVONthink will also wake up DEVONthink To Go from time to To Go will stay unlocked when you put it into the time and let it sync. As the time for the background background, e.g., for working with another app. refresh is limited to 30 seconds only one database will be synchronized at a time. You can check when the last background refresh happened in the Help screen.
DEVONthink To Go 2.7.1 Documentation, page 32 Keep ...: If you don't download files automatically, exist in a location. To connect to a known sync store, choose whether you want DEVONthink To Go to enter its name. Enter the encryption key if the sync automatically purge contents and keep only the store is encrypted. most recently downloaded or used ones. This does All locations also offer the following options: not delete the document but only the underlying content file. Unsynced documents or documents in Label names and colors: Syncs label names and databases synchronizing not to web-service based colors from this location. Label names and colors locations like iCloud, Dropbox, or WebDAV will can only be set using DEVONthink for Mac. never be purged. Download files: If this is switched on, synchronizing with the location downloads not only the metadata but also the actual files. Switch SYNC LOCATIONS this off to keep your database lean and load Sync locations are used to keep your databases documents from e.g. iCloud or a WebDAV or on all your devices in sync. Sync locations can Dropbox location on demand. See also p. 28ff be a physical location such as iCloud, Dropbox, Reading positions: If this is switched on, reading or a WebDAV server, or a direct connection to positions are synchronized through this sync a Mac or mobile device, running DEVONthink location. Switch this off to not propagate or or DEVONthink To Go respectively, on the local retrieve reading positions from this location. network. Verify uploaded items: Additionally verify all Manage locations: Tap Edit to add a new location or uploaded items. Takes longer but is more safe. edit or delete an existing location: Tap to add a new location. GROUP SETTINGS Tap to remove an already added location. Tap an existing location in edit mode to modify its Keep on top when sorting: Enable this option to settings. keep groups always on top in item lists.
Manage databases: Tap an existing location to get a list of all local and remote databases. Switch on all DOCUMENT SETTINGS databases that you want to get synchronized with the location. Documents: Tell DEVONthink To Go how you would like to view your documents: Remote databases that you switch on are downloaded from the location to your device. If Choose your preferred text size for plain text you delete a database from your device but it still documents. exists in the location it will appear as "remote" and Scroll through PDFs horizontally or vertically. "switched off" again. View PDFs page-by-page or scroll continuously. Let DEVONthink To Go show two pages next to Locations that are unavailable for some reason each other when there's enough room, or tell it to appear disabled. Busy locations, e.g. ones that only show only page at a time. are currently synchronizing, show an activity indicator. Editing: Choose how DEVONthink To Go behaves when editing text:
SETTING UP A SYNC LOCATION Automatically capitalize words where approproate. When setting up a new location enter the required Correct spelling automatically. details, e.g. WebDAV address, user name, and Make e.g. detected dates or addresses actionable. password. For server locations you also need to enter a sync store name as multiple sync stores can
DEVONthink To Go 2.7.1 Documentation, page 33 INTEGRATION SETTINGS LOG
TextExpander Snippets: Tap Update to update the DEVONthink To Go presents warnings and errors, TextExpander snippets if necessary. depending on their urgency, as alert dialogs or silently adds them to the Log. BACKUP SETTINGS If there is anything in the log that you need to be aware of, DEVONthink To Go shows an Backup data to iCloud: Enable or disable the iOS exclamation mark in the Settings screen's title bar backup of your databases. Databases are stored and on the first screen. outside of the regular application container to Tap the icon to show the log. Tap Clear to clear all make them accessible to the document provider entries. extension. Unfortunately iOS doesn't count them as part of the app's data size and doesn't allow you Note: In case of problems with this software to disable backing them up from the system-wide do not clear the log and contact the settings. Visit the Help menu to check the real size DEVONtechnologies support staff instead. Use your databases use on your device. the Contact button on the first screen of this Help. The log is automatically attached for you and If there are any warnings or errors, DEVONthink To helps the developers find out what has happened. Go shows a icon instead of .
DEVONthink To Go 2.7.1 Documentation, page 34 FREQUENTLY ASKED QUESTIONS
In this chapter: Get answers to frequently asked questions about DEVONthink To Go. Security 35 Spotlight 35 Synchronization 36 Contacting us 36
SECURITY
Does DEVONthink To Go encrypt my data? Yes. All data stored on your device is encrypted using iOS' own encryption. Transmitted data is encrypted using DEVONthink To Go's own AES 256 bit encryption (unless you don't enter a password for direct connections or encryption key for sync stores).
How safe is my data on my device? DEVONthink To Go relies on iOS' built-in encryption so all data is always stored encrypted and can only be read when your device is unlocked, e.g. using Touch ID or your passcode.
When you lock your device (switch off the screen) DEVONthink To Go gets about three minutes to complete background tasks, then iOS withdraws access to all its files. Even with physical access to the device it is now impossible to decrypt the data without using the correct fingerprint or passcode (as of July 2016).
Therefore DEVONthink To Go does not implement any additional encryption for storing the data.
How safe is my data during a sync? If you set an encryption key for a sync store all data is AES 256 bit encrypted before leaving the device and is stored encrypted on the server. It can only be retrieved using the correct key. The same is true for direct connections where all data is encrypted using the key set in the Bonjour options.
In addition the username and password you set for newly created databases is used as soon as you sync the database to another device. The database cannot be retrieved from a sync store or via direct connection without entering the right credentials.
SPOTLIGHT
What data is available in Spotlight? Spotlight receives the name, the first 16 KB of text content, the comment, and the tags for each item as well as metadata like the item's type, its icon, and the creation and modification dates.
Why only 16 KB of text? This seems to be the internal limit of Spotlight (iOS 11).
What if Spotlight shows no results from DEVONthink To Go? Check DEVONthink To Go's settings in the Settings app and make sure that Search & Siri Suggestions is switched on. Then try to search for terms that you know that occur in the document, e.g. in its title. If still no results show up rebuild the Spotlight index.
DEVONthink To Go 2.7.1 Documentation, page 35 SYNCHRONIZATION
Do I have do sync whole databases? No. DEVONthink To Go always syncs the metadata for whole databases but you can select for the location, the database, or individual groups if you want to sync their content files too. If you sync only the metadata you can download the actual content later on demand. See also p. 28ff
I have lost my encryption key. Can you recover it? Unfortunately no. The encryption key is is never shared with DEVONtechnologies. And if we could recover your encryption key anyone else could do this too. We're also using strong encryption to ensure your privacy that (at the time of this writing) it can't be cracked without substantial computing power, if at all. You're sure you don't have noted it down on some piece of paper somewhere?
Are multiple Dropbox accounts supported? No. The official Dropbox API only pairs with one account at a time.
Does the sync work with OneDrive, Google Drive, etc.? Not yet. If you would like to use DEVONthink To Go with a service that is not yet supported, let us know. We might add support for it in a future release.
What do I do if I cannot get it to work? First check out our troubleshooting section. If you still cannot get it to sync, contact us.
CONTACTING US
To get in touch with us visit our user forum, check out our support area, or send us traditional email.
How can I provide data for debugging? If our customer support ever asks you for device logs there are two ways to provide them to us:
Use the Contact us option on the Help dialog sheet. It'll compose an email that you can send to us with all the logs attached that we need. Alternatively you can connect your device via USB to a Mac or PC. Open iTunes, navigate to your iOS device's area, and choose File Sharing > DEVONthink. In the DEVONthink Documents area you'll find the "Console.log" file that you can download to your computer and send to us.
DEVONthink To Go 2.7.1 Documentation, page 36 OTHER PRODUCTS
In this chapter: And don't forget to have a look at our very lively user forum, where users of all skill levels meet to Overview 37 discuss our applications, talk about our technology, DEVONthink 37 and exchange tips and tricks for DEVONthink To Go DEVONagent 37 & Co. DEVONsphere 37 DEVONnote 38 Needful Things 38 DEVONTHINK
Besides DEVONthink To Go, DEVONtechnologies Organize and work with all your documents, publishes a number of other commercial, shareware, bookmarks, email messages, text files, images, PDFs, and freeware applications, and services that you in one place, regardless where they originated. may be interested in. Quickly capture data without interrupting your workflow. DEVONthink's unique AI assists you in getting the most out of your data collection. OVERVIEW Learn more about DEVONthink DEVONtechnologies is focused on developing Learn more about DEVONthink To Go for iOS innovative applications for finding, storing, and Check your upgrade options if you want to organizing information. Our main objective is to upgrade to a higher edition make complex yet flexible technology that is both Check your upgrade options if own DEVONnote easy to use and lightning fast. and want to upgrade to DEVONthink DEVONthink DEVONagent DEVONsphere DEVONAGENT DEVONnote DEVONagent Pro helps you search more efficiently All applications are based on the on the web. It searches multiple sources, frees DEVONtechnology, a powerful and solid core you from hunting for the really relevant results, unique to DEVONtechnologies. DEVONthink, and gives you power tools for your research. DEVONnote, DEVONsphere, and DEVONagent DEVONagent Express and DEVONagent Lite (free) are only the first of many more DEVONtechnology- make searching the web as easy as using Spotlight. powered applications to come. Search Google, Bing, YouTube, Facebook, Twitter, even the Mac App Store, right from the menu bar. Also, we publish useful freeware apps and services that help you in your everyday work with your Mac. Learn more about DEVONagent Pro Learn more about DEVONagent Express NEWSLETTER & USER FORUM Learn more about DEVONagent Lite
Would you like DEVONtechnologies to keep you informed about updates and new product releases? DEVONSPHERE Subscribe to the newsletter. Make your Mac smarter: Let DEVONsphere Express keep track of related emails, articles on the same subject, and similar web pages. Discover the hidden connection between seemingly unrelated files.
DEVONthink To Go 2.7.1 Documentation, page 37 Learn more about DEVONsphere Express NEEDFUL THINGS
Search files on your hard disk, watch web cams, DEVONNOTE create thumbnails, or access all your files and apps from the menu bar. Reformat paragraphs in your Your thoughts and ideas are valuable. DEVONnote favorite word processor, do little calculations keeps them and provides you with unique tools and anywhere you can type in text, or send text to your artificial intelligence so that you can focus on things Bluetooth-enabled mobile phone. And all this for that really matter: creating even more ideas. free. Learn more about DEVONnote Learn more about our freeware apps Check your upgrade options if you want to Learn more about our freeware services upgrade to DEVONthink
DEVONthink To Go 2.7.1 Documentation, page 38 APPENDIX
In this chapter: INTERFACE ELEMENTS
Glossary 39 Share menu: System-provided menu with Iconology 41 commands for sharing documents or opening Tagging 41 them in other apps. Search operators 42 Detail view: The right-hand side part of the Item links and paths 43 screen where document contents are shown. URL commands 44 Only on iPad or iPhone 6 plus and larger. Editing menu: The menu that appears when you The appendixes give additional information to help select some text when you long-tap an group or you getting familiar with DEVONthink To Go, e.g. document. Similar to the contextual menu on a a glossary of commonly used terms and a search Mac or PC. operator cheat sheet. Home screen: The first screen in DEVONthink To Go's hierarchy that lists databases and smart groups. GLOSSARY Item list: A list of items stored in the database. Become familiar with these terms to get the most Items can be documents or groups. out of working with DEVONthink To Go. List view: The left-hand part of the screen where databases or items are listed. Organize menu: A menu that lets you move, replicate, trash, etc. documents or groups. Settings: DEVONthink To Go's preferences. Contrary to other apps, DEVONthink To Go's settings are accessible directly from its home screen. View options: Settings that define e.g. the sort order per group.
DEVONthink To Go 2.7.1 Documentation, page 39 DOCUMENTS & GROUPS ITEM PROPERTIES
Database: The collection of all documents. Flagged/Unflagged: Items can be checked or Document: A file in the database, e.g. a PDF. unchecked for your personal use, e.g., for creating Group: A collection of documents or other a to-do list, maintaining a shopping list, or writing groups. a list of project tasks. Global Inbox: The one inbox that collects it all. Locked/Unlocked: Items can be locked to keep Inbox: A special group for data coming in to a them from being unintentionally deleted (groups, database. documents) or modified (documents). Replicant: An item that appears in more than Read/Unread: Items can be marked read or one place in the database. Like two phone book unread, which is useful for documents that you entries for the same person. want to read later. Content: A document's data file, e.g. the actual You can quickly find flagged or unread items by image. A document synchronized from a sync using the Flagged or Unread smart groups on the store can be present but have no content; you can home screen. download the file on demand when you need it. Sheet: A table of data, like a simple spread sheet. SYNCHRONIZATION Smart group: A "saved search" that appears like a group. DEVONthink To Go comes with Sync location: Sync locations are used to keep predefined smart groups that you can switch on your databases on all your devices in sync. They and off on the home screen. summarize all information about which databases Trash: Stores all trashed items until you empty it. to sync through what kind of connection (e.g. direct connections to DEVONthink on a Mac, TAGS iCloud, WebDAV, CloudMe, Dropbox etc.) and with which sync store. A tag is a different visual representation of a group. Sync store: Server-based locations, e.g. WebDAV Technically groups (folders) and tags are exactly or Dropbox, can contain multiple "sync stores". the same; groups are just shown as "containing" the Technically a sync store is a folder on the server item while tags are "attached" to it. DEVONthink volume. Use multiple sync stores to e.g. sync both To Go treats both the same. Add a tag to an item your personal and your business databases at and it'll be added to the Tags group of the database. the same location but keeping them separate Open the Info panel and both the groups containing nevertheless. Sync stores can be encrypted the item and the attached tags are listed in the Tags and each sync store at a location can have a field. See also p. 41ff different encryption key. iCloud sync uses a Group tag: Tags represented by a regular group. single, predefined sync store. Ordinary tag: Tags created by adding a tag to a Direct connection: A sync location that doesn't document. store its data on a server but directly connects to a Mac running DEVONthink or DEVONthink To Go respectively. When this device is not on the same WiFi network or DEVONthink/ DEVONthink To Go is not running the direct connection is disabled and listed as offline. Local database: A database that exists on this device. Remote database: A database that exists at the sync location, e.g. on Dropbox, but is not yet downloaded to this device.
DEVONthink To Go 2.7.1 Documentation, page 40 ICONOLOGY The difference is that tags are visualized as "labels attached TO the item" while groups are visualized Additional icons below item names show e.g. that as "groups CONTAINING the item." They are items are flagged or unread. Icons are only shown presented differently, but internally they are the if Show details is switched on in the group's view same. DEVONthink To Go treats groups as tags and options. tags as groups.
Item is labeled; the icon is colored in the label's Example: A document is located in the color. group "Science > Paleontology > Dinosaurs". Item is flagged. Consequently, its tags are "Science," Item is unread. "Paleontology," and "Dinosaurs." Now you create Item is locked. a sub-group of "Dinosaurs" named "Land-living" The following icons show if items are replicated and move the document into the new folder. or have been recognized as a duplicate. Replicants Automatically it is now tagged with "Science," are items that are located simultaneously in more "Paleontology," "Dinosaurs," and "Land-living." than one group but physically only present once; When you assign a tag using DEVONthink To Go's duplicates are items that are physically present user interface, move a document, or replicate it to multiple times and have the exact same content. another group, this is what happens:
Item is replicated. Assign a tag: The item is replicated to the Tags Item is a duplicate. group. Item is both replicated and duplicated. Remove a tag: The item's replicate in the Tags The Sync toolbar button also serves as a status group is deleted. indicator. This is what the icon shapes indicate: Adding an item to a group: The group's name and the names of all groups containing the group The current or all databases have been synced appear as tags attached to the item. and no local changes have been made. Moving an item: The new group's name and the The current or all databases have changes that names of all groups containing it appear as tags need syncing. attached to the item. The current or all databases might have Replicating an item: The new group's name and changes that need syncing but the sync location the names of all groups containing it appear as is still processing incoming data and so doesn't tags attached to the item, too. know yet. An error occured during the last sync run. Tap Tags represented by a regular group are called to see the error log. "group tags"; tags created without an existing group are called "ordinary tags." See also p. 40ff
TAGGING THE TAGS GROUP
DEVONthink To Go supports tagging in a way that Every DEVONthink To Go database contains a top- makes groups and tags interchangeable. While this level group named Tags. concept may sound a bit strange at first, you will When you add a tag to an item, e.g., through the Info soon discover why it is a smart way to approach tags panel, DEVONthink To Go creates a group for the and group and to bring both together. tag in the Tags group and replicates the item to it.
When you rename a group inside the group, all INTRODUCTION Tags items tagged with it will show the change, too. Technically, tags and groups are identical: both Use the group to find all documents tagged are simply entries in a table that are somehow Tags with a specific tag or use the smart group on the "attached" to an item, usually a group or document. Tags home screen to list all tags in all databases.
DEVONthink To Go 2.7.1 Documentation, page 41 SEARCH OPERATORS name: Searches only in item names comment: Searches only in comments DEVONthink To Go allows you to use prefixes, content: Searches only in contents Boolean operators, and parentheses to fine-tune tags: Searches only in tags your search. Scope prefixes consist of the scope name followed by a colon. They only apply to the next token, not WORDS, TOKENS, AND QUERIES phrases or queries. Add a scope prefix before every Word: A sequence of letters delimited by white token within a query. space or a punctuation character. Example: name:devon* content:eric tags:blue Token: DEVONthink To Go stores its full-text index as tables of tokens. Usually a token equals a Finds all documents with names containing words word. starting with "devon", content containing the word Phrase: An ordered sequence of tokens either "eric", and being tagged with "blue". concatenated by + signs or enclosed in double quotes. BOOLEAN OPERATORS Query: One or more tokens connected by The operators (often called Boolean operators) are operators and grouped with parentheses. words or symbols that establish logical rules for the Words containing non-alphanumeric characters are queries in the search query. split internally into a phrase, e.g. 1234/5678 will Operators have to be entered in capitals. If no technically be searched as "1234 5678". operator is given between phrases or NEAR groups, DEVONthink To Go assumes AND. CASE The available Boolean operators are: Tokens are case-insensitive; operators have to be query1 AND query2: Contains query1 AND entered in all caps. You can capitalize tokens in your query2 query but DEVONthink To Go will ignore case when query1 OR query2: Contains query1 OR query2 interpreting it. NOT query: Does not contain query "query1 query2 ...": Matches the queries query1 WILDCARD and query2 etc. in exactly this order and with no By default only items are found that contain tokens other tokens between them. that match the entered query exactly. Use the * query1 + query2 + ...: Matches the queries wildcard character at the end of a token to match query1 and query2 etc. in exactly this order and a partial word. The wildcard does not work at the with no other tokens between them. beginning or in the middle of words. Besides the classic Boolean operators, DEVONthink Example: devon* To Go allows you to use NEAR to find documents containing phrases (not whole queries) in a specified This query matches all documents which name, proximity of each other. Currently the syntax differs content, or comment contains at least one word that from DEVONthink for Mac. An alternative syntax begins with "devon". will likely be added to DEVONthink To Go in a future version. SCOPE PREFIXES NEAR (phrase1 phrase2): phrase1 appears 10 The scope buttons below the search field let you words or less before or after phrase2 narrow results to only the current database or even NEAR (phrase1 phrase2, n): phrase1 appears n or just the current group. To further narrow down less words before or after phrase2 your search by searching e.g. only by name or in the comments use the following scope prefixes:
DEVONthink To Go 2.7.1 Documentation, page 42 When evaluating the query, DEVONthink To Go LINKING TO ITEMS processes the queries using the following rule of Long-tap and item or use the Share menu to obtain precedence (high to low): a universal link for the item. You can use this link AND in any application that lets you use URLs, e.g. OR Calendar, OmniFocus, etc. Tap an item link to open NOT DEVONthink To Go and show the linked item. In addition, you can use item links for images or links in You can override the default behavior by using Markdown and HTML documents. parentheses. Item links look like this: Example: NEAR (Steve, Jobs, 2) AND (iMac OR (iPad NOT MacBook)) x-devonthink-item://
This query looks for documents that contain the The UUID is a string of letters and numbers words "Steve" and "Jobs" more than two words separated by hyphens that represents the away from each other, as well as either the word universally unique identifier for the item. You can "iMac" (no specific position relative to Steve and use the UUID of a group also as destination in a Jobs) OR the word "iPad" but not MacBook bookmarklet URL (see below).
Example: steve and jobs The 'page' parameter is optional. Use it to directly refer to a specific page of a PDF. Because "and" appears in lowercase this query looks for documents containing all three words in any Note: Text in
SYNTAX DESCRIPTION USING PATHS Note: The following describes the syntax in Backus- In Markdown and HTML documents you can use Naur form. absolute and downward-relative paths to link to images and other documents saved in your
ITEM LINKS AND PATHS An absolute path would look like this when the Using a custom URL scheme you can link to items Markdown document is located in the group in your databases from other applications. Place an 'CoolStuff' in the top level of the database: 'item link' into the notes field in OmniFocus or or 
DEVONthink To Go 2.7.1 Documentation, page 43 Note: Relative paths only work down the group ADDING DATA tree. It's not possible to use '..' to travel up. So clip: Opens the New Document Assistant, pre- for relative paths to work the item needs to be filled with the provided data. located in the same group as the Markdown createbookmark: Creates a new bookmark. document or a subgroup of it. createdocument: Creates a new document from UTI and file data. URL COMMANDS creategroup: Creates a new group. createhtml: Creates a new HTML document. DEVONthink To Go allows you to execute certain createimage: Creates a new image. actions by opening links, URLs, that begin with createmarkdown: Creates a new Markdown 'x-devonthink:' or 'x-devonthinktogo:' instead of, document. e.g., the well-known 'http:'. You can add these links createtext: Creates a new plain text document. to other apps, e.g., OmniFocus, or even paste or createwebarchive: Creates a new webarchive. type them into the address bar of Safari. Instead of import-clipboard: Imports data from the opening a web page they activate DEVONthink To pasteboard to the global inbox. Go and make it do something. Depending on the command you have to provide For Workflow.app and other automation tools, additional data via parameters: DEVONthink To Go supports the x-callback-url destination: The UUID of a group or database protocol. Many commands listed below can be used where the item shall be created. either directly or as x-callback-url command. title: The title of the item to be created. The URL commands for DEVONthink To Go look comment: A comment to be added to the item. like follows: location: The URL linking to the content, e.g., x-devonthink://
Note: If the 'destination' parameter is not specified the item is created in the global inbox. You can find the UUID of a group by getting its item link and cutting the UUID out of the URL (the long alphanumeric string after 'x- devonthink-item://').
Examples:
DEVONthink To Go 2.7.1 Documentation, page 44 x-devonthink://createbookmark? At least one of these parameters has to be given as location=http%3A%2F otherwise there's nothing to modify. The source and %2Fwww.nytimes.com&title=New%20York text parameters are mutually exclusive with source %20Times x-devonthink://x-callback- url/createtext?title=Robotic+manta taking precedence if both are present. +ray&text=Building+a+robot+is+easy.+But... Examples: x-devonthink://x-callback-url/ MODIFYING DATA update?uuid=50EA48F6-D528-4512- B528-B9F24F46185F&title=New%20York You can modify content and metadata of existing %20Times&location=http%3A%2F items using URL commands. %2Fwww.nytimes.com x-devonthink:// x-callback-url/append?uuid=50EA48F6- update: Updates an existing item. D528-4512-B528-B9F24F46185F&text=Building append: Appends text to an existing plain text or +a+robot+is+easy.+But... Markdown document.
You need to provide the following parameter to RETRIEVING DATA reference the document that you want to modify: You can retrieve metadata about a document or uuid: The UUID of the item, e.g., derived from an even the document content (up to 10 MB in size) item link (see above). using the following two commands. As they deliver raw data they only work when called with the x- In addition, the commands optionally take one or callback-url protocol variant. more of the following parameters (append only uses and requires text): item: Returns selected metadata of a document as JSON object. destination: The UUID of a group or database content: Returns the content of a document as where the item shall be moved to. You can base64-encoded data. only provide one destination; if the item was list: Returns a JSON array describing the previously replicated to more than one group it contents of a group. will be unlinked from all of them and placed into get-itemlink: Returns the item link for the the new group. currently selected document. title: A new title for the item. comment: A comment to be set in the item's The commands item and content take the following metadata. parameters: location: A URL to be set in the item's metadata. uuid: The UUID of the document, e.g., derived source: Base64-encoded file data to be set as the from an item link (see above). item's new content. tags: Comma-separated list of tags to be added The data is sent back in the following parameters of to the item. If the item was already tagged the the x-success URL: previous tags are removed and the new set of text: The base64-encoded document data or the tags is added. metadata as JSON object. text: Text content to be set for or appended to input: 'text' (for Workflow.app). the document (required by append). uti: The UTI of the document ('content' command flagged: Marks (1) or unmarks (0) the item as only). flagged. Example: unread: Marks (1) or unmarks (0) the item as x-devonthink://x-callback-url/ unread. item?uuid=50EA48F6-D528-4512-B528- label: Sets the item's label (0-based index or name B9F24F46185F&x-success=workflow%3A%2F of the label). %2Frun-workflow%3Fname%3DItemMetadata
DEVONthink To Go 2.7.1 Documentation, page 45 SEARCHING PERFORMING SERVICE TASKS
Search your databases. fix: Fixes common problems. It fixes file protection issues, deletes the caches, and search: Search DEVONthink To Go and show or recalculates all item counts. [Execute] retrieve the results. reindex-metadata: Marks all items in all The command takes the following parameters: databases for metadata reindexing. Use this query: The query to use for the search. command, e.g., when searching does not find scope: The UUID of the database or group to items by their name, comment, or tags. [Execute] search. Optional; if not set DEVONthink To Go reindex-spotlight: Clears and rebuilds the searches all databases. Spotlight index in the background. Use this command, e.g., when searching for known item When called in the regular form the command names or content via Spotlight does not produce navigates to either the database or group given any results. Please note that Spotlight only as scope or to the global inbox. It then shows the indexes the first 16 KB of text per document. search field, sets the scope button, and enters your [Execute] query. reindex: Marks all items in all databases When called in the x-callback-url form DEVONthink for full reindexing. Use this command, e.g., To Go executes the search and sends the results when searching does not find items by their back: content. Attention: Some documents that only DEVONthink for Mac can index might not be text: The results as JSON array of objects. searchable after reindexing. [Execute] input: 'text' (for Workflow.app). resync: Deletes the current sync status so Examples: that the next synchronization will fully sync x-devonthink://search?query=devonthink everything again. Use this command when the +AND+%28mac+OR+ios%29 x-devonthink://x- synchronization seems incomplete, missed to callback-url/search?query=devonthink+AND+ %28mac+OR+ios%29&scope=50EA48F6-D528-4512- apply some changes, etc. [Execute] B528-B9F24F46185F&x-success=workflow%3A%2F delete-caches: Deletes all caches so that %2Frun-workflow%3Fname%3DSearchResults DEVONthink To Go rebuilds them over time. Use this command when item counts or detail information about documents seems to be out of sync. [Execute]
To run a hidden command tap [Execute] above or type the complete command URL into Safari's address bar and press the ↩ Return key. Usually you'll be advised by DEVONtechnologies' staff to use these commands in a support situation.
CHANGING SETTINGS
There are a few settings in DEVONthink To Go that you cannot change in the Settings but only with the preference URL command in the following form (example):
x-devonthink://preference? key=DTTGDebugCoreData&value=yes
DEVONthink To Go 2.7.1 Documentation, page 46 DTTGDebugCoreData: Enables additional console logging related to the database core (YES or NO). SyncDebugLog: Enables additional console logging related to the database core (YES or NO).
Note: These hidden settings are not an official feature and could be changed or removed with any update.
DEVONthink To Go 2.7.1 Documentation, page 47