Move items - possibilities?

Just a quick clarification question:

  • I want to automate moving certain items based on filename (banking excerpts named with account numbers)

  • I also now & then make use of Hazel and or Keyboard Maestro, anything that fits to reach the goal, so I think that’s also where the confusion stems from… endless possibilities…

  • I’m wondering now within DTPO if there are other ways to create rules instead of using smart groups?

  • Is there any way to apply an “action” like “move” or add custom icon?

The public beta of DEVONthink 3 supports smart rules, DEVONthink Pro Office 2 doesn’t.

Please make sure to check out the built-in Help, specifically the Automation chapter. We have put in a lot of time and effort to make the Help a good resource and it’s also part of the beta testing. Thanks!

First question that jumps to mind:

  • Are dtpo files compatible between v2 and v3? I would expect yes…
  • Can we use v2 and v3 aside each other on the same machine?

Thx for helping out!

P.S. Count me with the impatient … :wink: I’ll start reading the upgrader’s guide now…