Use custom metadata from group for placeholder in document template?

DEVONthink
1

I’m new to devonthink3 (and I like it). I was wondering if there is a way to use the (custom) metadata of the group for creating documents with placeholders in this group.

Scenario:
Every client has its own group in the database. The group is named after the client, e.g. “Doe, John”.
Now I can use the %groupName% as a placeholder in a template to create a document where the name “Doe, John” is inserted.
What I want: Attach custom metadata to the group (e.g. %phone%) and use this data for a placeholder in a template, so I can create a document inside the group where %groupName% and %phone% is inserted.
Is there a way? Thanks (and apologies for my English).

2

This isn’t possible currently, the only solution would be a script.

3

Welcome @pop

Define ”a document”. There is no singular document type in DEVONthink.

4

sure, I want to create a new rtf.-file (using the metadata from the group where the new file will be created).