After having used DevonThink for a while the classical way, by naming documents and putting them into folders, I wanted to change my workflow a bit to have less work. So I wanted to use smart folders.
The database I am working with contains bills, letters, papers from banks, insurance bills, tax forms etc from several years.
The way I wanted to work now was the following:
- I create a folder called 2015
- I add a smart group called ‘All documents’. The smart group has several rules to select the documtents that are relevant for 2015.
- Next I create smart group where I want all the bills from the health insurance for 2015. So I would like to have the smart group 2015 as base and add my rules to find the right documents.
I realized this is not working, because it is not possible to search for documents in a smart group.
Question: how do I solve my task without too much effort?
a) Ability to search in smart groups (combine searches).
b) The rules for find and smart groups get automatically combined. This is a nice feature. However I would suggest to combine search criteria only on request. So I would suggest adding a corresponding button to those interfaces. For me in the current circumstances (1 short line to see a big selection criteria) it is more understandable to see my selection criteria one after the other, like in iTunes or similar programs.
c) I like the idea of texting the search criteria (the mentioned combined search criterias). however I would suggest to make the textarea for the search criteria bigger. also the user should be able to decide how big the textarea should be.