I’ve just started using DevinThinkProOffice with ScanSnap and am already up and running in a few hours.
However I have a couple of (probably newbie) questions regarding workflow:
[1] Let’s say I go to my bank’s statement page using Safari and there is a link to a pdf version of the latest statement. What is the easiest way of importing that into my database? If I just dragged the link, I’d get the URL not the PDF. My current procedure is to (a) open the pdf file in Safari (b) save it to my desktop © drag the file from desktop to DevonThink, then delete the file from the desktop. I’m sure there is a easier way to accomplish this but I couldn’t figure it out.
[2] I decided to use tags only. Now when items appear on my inbox, I drag them to the appropriate tag. However this action doesn’t remove the file from my inbox. My workaround is to create a group called “tagged” and I drag it from the inbox to the “tagged” group. I’d like to avoid the two drag operations, if possible. In other words, once I am done tagging the file, it should disappear from the inbox. Any suggestions?
Thanks,
Sanjaya