Hello! I’m a new member on the board and an extreme novice with DevonThink Office Pro, having just licensed my copy yesterday. I would like to set up a digital filing system for my home consisting mostly of bills, receipts, bank statements, medical bills and correspondence, etc. I have the beginnings of a workflow together, but am getting hung up on two things: Sharing the DB between two computers (not on the same local network) and processing new items. Your help on those two would be greatly appreciated.
My workflow now:
- Scan paper on home or office scanner
- Move the scanned document to a specific category folder (e.g. Mortgage Statements, 2016 Medical, Veterinary)
- Hazel automatically renames the files according to the folder and creation date, and tags them red
- In DevonThink, I process all the new items, toggling back and forth between the finder and DT to determine which files need processing
- Manually untag the red files in Finder so that I am ready for the next import
Surely, there is a better way? Perhaps using the inbox feature? Should I index all of these files on DropBox so both computers can better use them? I also have WebDAV available on one of my domains, but it is not https and I feel DropBox might be more secure.
I would greatly appreciate any pointers! Thank you!