Just upgraded to DT3 after 10 years of using DT2 Pro Office.
One thing that’s always been a bit fiddly is automatically setting document dates based of the scanned data. With most of my scanned docs being statements and typical household correspondence with a date on the front page, I’m wondering if DT can detect this date and auto-set on scanning?
I can see there’s an option to manually set after OCR but looking for something a bit more automatic when batch scanning docs
Welcome @teasdep and congrats on upgrading to DEVONthink 3!
I’m wondering if DT can detect this date and auto-set on scanning?
Depending on the specific content in the document(s), yes, this is possible to do. In fact, there is more than one way to approach this.
- AppleScript is definitely one option.
- However, for the non-coders, take a look at DEVONthink’s smart rules.
Read Help > DEVONthink 3 Help > Documentation > Window > Sidebar: Navigate: Smart Rules and follow the links into the Automation chapter and the Appendix for deeper references.