Indexing to Importing workflow help

Just learned about Indexing. Read the tutorial, and seems to fit my need, but looking for advice on the final stages.

My work flow has me opening Office-Documents, then Save-AS for copies, download a file, edit it, and create new ones.

Indexing a folder, let’s say

2025-04

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Then in May, I will start a new folder, and Index it.

2025-05

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At this point, I would like to MOVE (Import) the files into DEVONthink. If there was no Index of 2025-04 I would drag and drop it, creating a new group. What would the steps be with the Index already there?

If I’m correctly understanding you want to import the entirety of the 2025-04 folder, the most straight-forward method is:
Select the indexed group in your database and choose Data > Move Into Database and it will be imported, removing the original from the Finder.

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Perfect, Thank You

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You’re welcome :slight_smile:

Another question on this work flow

If I do index a folder into a dtBase2 but just want to STOP indexing it, and remove it from the dtBase2 ?

I thought Data > Move To > Move To External Folder : Was going to do it but it does not seem to, and RTFM

Move To External Folder: Use this command to move a non-indexed item, e.g., imported or created in DEVONthink, out to an indexed folder in the Finder.

Looks like that would be good for items that I was working on and moved into DT4’s dtBase2 (for me) archived, and now want to work with as a file on the drive again.

What I want is to just unlink a directory that was indexed, and now I want to move on the drive, and want to unlink it.

You can’t unlink a directory.

  • Did you index a folder or a parent folder with subfolders?
    • If the latter, are you wanting to remove the parent group and its children or a subgroup?

correct in the parent and subfolders

from experiment it looks like I can delete the ‘group’ then delete from trash with ‘only from database’ but not sure if that is the best way.

Yes, that would be the correct way to handle removing an indexed parent group and its subgroups.