A Newbie here, having trouble saving a Group Template

I first loaded DT3 onto my iMac and then to my MacBook using what I thought at the time was the best method, iCloud Legacy. But I’ve since read that clearly the better choice is CloudKit, right?

If you’re referring to putting your DEVONthink databases in iCloud, you shoulld not do that.
If you’re referring to syncing, don’t use a remote sync option unless you actually need one. And if you do, Legacy is a better option than CloudKit right now, assuming you’re using an iCloud option in DEVONthink.

Regarding syncing, the first question you need to ask yourself is, “Do I need a remote sync option?”. Consider these questions…

  • Do you have a colleague, assistant, significant other, etc. that needs frequent updates to synced data?
  • Are you using a shallow sync, i.e., Download Files: On demand in DEVONthink To Go?

If the answer is no to either question, a local sync on your network is suggested.

Is Joe Kissell’s book the best guide to learn all of this or do you have a better recommendation?

There is a forum post on syncing: Sync Types Explained. This is a good place to start.
There is also one specifically about Bonjour: Bonjour Simplified

Sync is covered in the Help for each application:

  • For DEVONthink, sync is covered in the Help > Documentation > In & Out > Sync, Preferences > Sync, and Troubleshooting > Sync Issues.
  • For DEVONthink To Go, sync is covered in the ? > Help > Sync your databases section.

Manuals can be downloaded here: Manuals

There are also tutorials available on the Mac in DEVONthink’s ​Help > Tutorials​.

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