Although I have had a Devonthink license since 2003, I’ve only used it off and on over those years. About three years ago I began relying on Evernote.
For a variety of reasons, I recently decided to switch from Evernote back to DevonThink Pro Office. It was very easy to import my thousands of notes, documents and images from Evernote and maintain my organizational structure. And I’m now a very happy camper.
There is, however, one feature that I had in Evernote that was a real Godsend and which would be fantastic to have with Devonthink.
There is a service called FileThis that automatically imports documents from dozens and dozens of banks, phone companies, insurance companies – health, property, auto, etc., brokerage firms, retail stores, utility companies, other financial services such as PayPal and QuickenLoans and Sally Mae, FedEx, UPS, etc., etc.
You sign up, connect with the company you want – in my case I’m connected with AT&T, my two brokerage firms, PayPal, my health insurance company, my home and auto insurance company, a department store, and a couple of other businesses with whom I have accounts.
About once a week FileThis checks those accounts and automatically transfers any documents from those places to its own notebook in my Evernote account (FileThis even created the notebooks the first time it did a transfer).
This is an amazing time-saving convenience. For example, in my two brokerage accounts I get an investment account and checking account statement every month. They send me an email to say they’re available. I could leave them on line and then go to the brokerage site whenever I wanted to see them, which is inconvenient, or I can download them and then transfer them myself to Evernote, requiring extra time and steps.
If you multiply that by all the accounts I’ve connected to through FileThis, you can see what a savings in time this is. You also don’t have to remember to do these things either, and everything is filed for you in one place and nicely organized.
Currently you can connect your accounts to Evernote, DropBox, Box, GoogleDrive, Amazon Cloud Drive, Smart Vault, About One, FileThis’s own cloud, or to your own computer.
What I’m doing now is keeping my Evernote account, of course. When FileThis sends me a notification that they’ve transferred documents to my Evernote account, I send them over from Evernote to Devonthink.
I’ve been wondering whether Devon Technologies has considered hooking up with FileThis, or, if they haven’t, would they take a look at FileThis and see whether such an arrangement could be made.
It’s a tremendous service and would make a lovely enhancement to Devonthink.
Thanks for reading,