Hi all,
amongst other things, I store documents related to ongoing developments or processes in DEVONthink.
An example insurance contracts that are being amended with new contractual terms over time, and I want to preserve all documents received over the years but have a quick overview of the current state of the contract.
Another, different yet similar example is that I follow many projects on the web, say for amateur satellite ground stations. I want to keep an overview of all of their development, storing their respective web archives, but still have a quick overview of the “state of the art” in that field.
What I use at the moment is a descriptive wiki file at the top of the archival hierarchy combined with a colour label that I call “project head”. This might look like the following:
Woodworm insurance
\
- Woodworm insurance wiki overview.md
- Documents
\
- Contract original
- Contract amended 2005 (exclusion of soft wood)
- Contract amended 2013 (exclusion of termites)
- Contract amended 2016 (exclusion of wood used in construction) [project head]
\
- Invoices
...
I’m not quite happy with that approach, since it means lots of manual changes every time a new document come in – I need to change the description and links in the wiki page, move the project head label and so on.
I was curious how you handle this, e.g. which workflows you use to (at the same time) keep an up-to-date overview of ongoing developments / projects and at the same time keep a complete historical archive.
Many thanks in advance!
