Question 1) I plan to create a private and business DTPro database and capture materials into the appropriate DTPro database. For that approach, how do I set up DTTG to capture material and allow me to put it in the proper database on a sync?
As has been mentioned many times, 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.
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
Question 2) How can I approach automation in DTTG? I don’t want to tangle with scripts, but are there better ways? A use case for me would be a process in DTTG to automatically route tax documents for different properties into the correct databases, including setting some tag values based on text in the documents and verified by me.
Automation on Apple mobile is very limited compared to what can be done on a Mac. That being said, some opportunities exist with DEVONthink To Go’s support for Apple Shortcuts. However, the usefulness depends on the situation and requirements of the automated process. So you’d need to provide concrete problems to solve.