DEVONthink to Go Manual 2.0.1

DEVONthink DEVON think To Go VERSION 2.0.1 DOCUMENTATION

© 2001-2016

DEVONtechnologies DEVONtechnologies

TABLE OF CONTENTS Read me

3

Customize the app settings

16

What's new

3

Sync settings

16

About DEVONtechnologies

5

Other settings

17

Credits

5

Log

17

Manage your databases

6

Frequently asked questions

18

Create new items items

6

Security

18

Sync

6

Synchronization Synchronizat ion

18

Get help

6

Contacting us us

19

Customize the the settings

6

Other Products Products

20

Overview

20

Manage your your items

7

Top-level groups groups

7

DEVONthink

20

Customize the the view

7

DEVONagentt DEVONagen

20

Get more information about an item

7

DEVONsphere

21

Create new items items

8

DEVONnote

21

Organize your your documents

8

Needful Things Things

21

Share an item item

9

Use the grid view (i (iPad)

9

Appendix

22

Glossary

22

Iconology

23

View and edit ed it your documents

10

Common options options

10

Tagging

23

Plain text and and Markdown

10

Search operators operators

24

Rich text and formatted and formatted notes

10

Images

11

PDFs

11

Bookmarks and and HTML

11

Movies and audio audio files

11

Other

11

Sync your databases da tabases

12

Quick start

12

Scenarios

12

Synchronizing everything or just the metadata

12

Setting up sync sync

13

Setting up Bonjou Bonjourr

14

Troubleshooting Troubleshoo ting

14

DEVONthink DEVON think To Go 2.0.1 Go 2.0.1 Documentation, page 2

READ ME In this chapter:

Create and edit documents on the go Find using fast full-text search

What's new

3

About DEVONtechnologies

5

Credits

5

Organize your knowledge wherever you are Sync your databases with DEVONthink for Mac or other devices running DEVONthink To Go

Put your notes, text documents, images, and bookmarks into your pocket with DEVONthink To Go. Have them always at hand even when you are not connected to your office network or the Internet. Take your documents with you

WHAT'S NEW VERSION 2.0.1 NEW: App badge shows number of unread items across all databases. Smart groups added listing audio and video files. Improved: Keyboard handling. Detail info for groups. Navigating into groups twice as fast. Reliability of uploads to and downloads from sync stores in case of interruptions e.g. on unreliable networks. Bonjour server is started as soon as the network is available. Bonjour locations prefer host name and port to open connections. After a failure to open a Bonjour connection, the Bonjour service is resolved again. Multithreading when syncing. Canceling of Dropbox requests. Memory management. Overall reliability. Fixed: App name was truncated in Springboard. Issue where it was possible to replicate between databases. Issue where the app badge wasn't cleared after switching from version 1.x. Issue where only the first selected search result could be displayed. Issue where search results where not updated after downloading a pending record. Issue where tags inside of tags were not offered in tag suggestion menu. Issue where database icons could flicker while indexing was running. Issue where the selection of record lists flickered when selecting another record (iPad). DEVONthink To Go 2.0.1 Documentation, page 3

Issue where the animation when deleting or putting back items by swiping was clunky. Issue where new WebDAV locations didn't accept invalid HTTPS certificates. Issue where DEVONthink To Go could crash if a sync store commit was interrupted. Issue where DEVONthink To Go could crash when using the keyboard buttons in formatted notes with word suggestions switched off. Issue where DEVONthink To Go could crash on the database list. Further rare crashes.

VERSION 2.0 DEVONthink To Go 2.0 was rewritten from scratch to replace version 1.5.x with a modern foundation, a fast, flexible, and robust synchronization, and an extended feature set. The user interface is as new as the technologies it's built on. Here is a short list of what's new in DEVONthink To Go 2.0: Rewritten from scratch Completely new user interface Much enhanced feature set Organizing and synchronizing: New sync supporting direct connections, WebDAV and Dropbox; based on the same code as DEVONthink for Mac 2.9 or later Moving, replicating, duplicating, trashing Grouping and ungrouping Converting document formats Predefined smart groups Grid view with drag-and-drop (iPad and iPhone Plus) Full-text search with advanced search language Tags Working with documents: New PDF support including annotations New rich text and formatted notes editor New Markdown support New email viewer New sheet viewer New, simple image editor Document assistant for creating new items Enhanced Clip to DEVONthink Known issues: Very large formatted notes (100 MB and larger) or synchronizing large databases (100,000 items and more) can cause DEVONthink To Go to be quit by iOS due to memory usage. No Apple Pencil support yet (will be delivered in an update) No 3D touch support yet (will be delivered in an update)

VERSION 1.5.6 ... 1.0 Skipped.

DEVONthink To Go 2.0.1 Documentation, page 4

ABOUT DEVONTECHNOLOGIES

CREDITS

In the 21st century people are drowning in

AGWindowView: (c) Agens AS agens.no

information. Email, instant messaging, news feeds,

cCSVParse: (c) Michael Stapelberg and

and of course the web. A small group of developers

contributors. michael.stapelberg.de

has taken up the fight: us.

DTRichTextEditor: (c) Oliver Drobnik github.com/  Cocoanetics/DTRichTextEditor

FMDB: (c) Flying Meat Inc. github.com/ccgus/fmdb freepik.com: Icons used under the Creative Commons BY 3.0 license from freepik.com.

GHMarkdownParser: (c) Oliver Letterer github.com/OliverLetterer/GHMarkdownParser

icons8.com: Icons used under the Creative Commons Attribution-NoDerivs 3.0 Unported license from icons8.com.

KissXML: (c) Robbie Hanson github.com/  We are developing apps based on our unique

robbiehanson/KissXML

artificial intelligence technology that tame the

MDSpreadView: (c) Mochi Development, Inc.

beast. We all are Mac users by heart and are writing

mochidevelopment.com

solely on the Mac and for macOS and iOS.

PSPDFKit: (c) PSPDFKit GmbH pspdfkit.com

Visit our website to learn more about us and our

ZipZap: (c) Pixelglow Software github.com/ 

products.

pixelglow/ZipZap

DEVONthink To Go 2.0.1 Documentation, page 5

MANAGE YOUR DATABASES In this chapter:

New databases appear on the home screen, new groups, tags, or documents are created in the Global

Create new items

6

Sync

6

Get help

6

Customize the settings

6

Inbox.

SYNC

The home screen is the first screen you see when

Tap the

you open DEVONthink To Go or when you travel

databases with all available sync locations activated

the navigation hierarchy completely back to the top

for the database. Alternatively pull down the list

level.

until the gear starts spinning. When the sync is

On the home screen you'll find: The global inbox database Smart groups All databases you have created or synchronized to the device

Sync toolbar icon to synchronize all

ongoing, the icon fills with the sync progress and opens a more detailed sync status sheet on tap. If there are local, unsynced changes in any database the icon shows a dot

. And if the log contains sync-

related messages, the button changes to

and

opens the log on tap.

The Global Inbox is a standard database that you cannot delete. When you create a new item from the home screen or a smart group it is placed by default into the Global Inbox.

GET HELP Tap the

Help toolbar icon to show this build in

The smart groups are predefined. Show, hide, and

documentation, read the release notes, or write an

rearrange them in editing mode.

email to the DEVONtechnologies support team.

To customize the smart groups or delete databases, tap Edit. You can also swipe databases to delete them.

CUSTOMIZE THE SETTINGS Tap the

CREATE NEW ITEMS

Settings toolbar icon to customize

DEVONthink To Go to your needs. See also p. 16ff

Tap the

New  toolbar icon to create a new item.

First choose what kind of item to create (new database, new tag, new document, etc.). The New  Document Assistant asks you for all necessary

information.

DEVONthink To Go 2.0.1 Documentation, page 6

MANAGE YOUR ITEMS CUSTOMIZE THE VIEW

In this chapter: Top-level groups

7

Tap the

Customize the view

7

way DEVONthink To Go shows this group's content.

Get more information about an item

7

Create new items

8

Organize your documents

8

Share an item

9

Use the grid view (iPad)

9

View Options toolbar icon to change the

Sorting: Sort the items by name, type, date, or size; ascending or descending.

Only flagged items: Show only flagged items. Only labeled items: Show only items with a label. Show details: Show or hide additional details in the

Inside databases you organize your documents

list.

using groups and tags. Groups contain documents or

Show hidden items: Show or hide special groups

other groups, just like folders do on a Mac or PC.

like the trash or the legacy Mobile Sync group.

Navigate groups and documents just like you would in any iOS app. Long-tap the

Back  navigation bar

item to immediately return to the home screen. Tap the

Sync toolbar button to synchronize the

database with all available locations. Alternatively

The trash will not be hidden if the global smart group Trash is hidden too. View options are set per group. Children groups inherit their parent's view options unless you set them expicitly.

pull down the list until the gear starts spinning. The Sync button acts similar to its counterpart in the

databases list.

TOP-LEVEL GROUPS Inbox: Use the Inbox to store items that you don't want to properly file right away. Or items that you need to deal with before filing them.

Tags: Contains all tags created in a database. Use it to e.g. see all documents that have a tag assigned.

Trash: Keeps all trashed items. Use its Empty Trash button in the bottom toolbar to physically delete trashed items.

GET MORE INFORMATION ABOUT AN ITEM OPEN THE INFO PANEL To get information about a group, show its content and use the

Info button in the list's toolbar.

To get information about a document either show the document and use the

button in the

document's toolbar. Alternatively, in the containing group's list tap Edit to switch to editing mode. Select exactly one item: the document in question. Tap the

button in the

list's toolbar.

Note: The Trash is only visible when the Trash smart group on the database screen is not

RENAME THE ITEM

switched on. To change the item's name, simply tap it and edit it.

DEVONthink To Go 2.0.1 Documentation, page 7

CREATE NEW ITEMS

EDIT OR OPEN THE ITEM'S URL Documents in DEVONthink To Go have URL metadata. A URL, "uniform resource locator",

Tap the

New  toolbar icon to create a new item.

is usually a web link that starts with "http:" but

First choose what kind of item to create (new tag,

can also point to something else, e.g. a task in

new group, new document, etc.). The New Document

OmniFocus or a document in DEVONthink To Go.

 Assistant asks you for all necessary information.

Bookmarks use the URL to store their destination;

New tags are created in the database's Tags group.

for other documents you can use it freely. Save e.g.

New groups and documents are created in the

the address of a webpage with more information or

current location.

reference just about anything that has a URL. To edit the item's URL tap inside the URL field and edit it. To open the URL tap the

ORGANIZE YOUR DOCUMENTS

button.

MOVE, REPLICATE, GROUP, ... CHANGE THE COMMENTS

Tap Edit to switch to editing mode.

To change the item's comments, simply tap it and

Select the items you want to act on.

edit it. The Comments field is searchable. Use it any

Tap the

way you like.

Choose the desired action.

Organize toolbar icon.

If required choose the destination. Tap Move, Replicate, etc. to confirm.

CHANGE TAGS, LABEL, FLAG Assign or remove tags from the document in the Info

Move, ...: Moving places the items into another

panel or change other metadata.

group or database. Replicating makes the item

Tags: Tap

to expand the tags field if necessary.

Tap into the tags field to add or delete tags. Tags are shown as blue bubbles. While you're typing

available in both the current group and the destination group at the same time. Duplicating physically copies the items to the destination group.

DEVONthink To Go suggests already existing tags to

Group: Grouping creates a new group and places

you.

all selected items into it; ungrouping (only available

Label: Tap the Tap

button to open the label chooser.

again to set the label.

Flag and Unread: Tap

and places all contained items into the current group.

to mark the document as

flagged or unflagged. Tap

if you selected exactly one group) resolves a group

to mark the document

as as read or unread. And tap

to lock or unlock

items to keep them from being accidentally deleted.

Convert: Converts documents to other file formats. Download/Purge: Downloads the files of selected documents or all items contained in a group to your device. Documents are downloaded individually,

CHANGE DOWNLOAD FILES OPTION

downloading groups downloads all documents contained in the group and all its sub-groups. Purge

If you are not downloading files for a whole sync

item contents to free space on your device. You

location you can make sure that selected groups

can re-download the items again on demand. Not

and the items they contain will be downloaded

available if the containing group is set to download

regardless of the sync location's setting. Choose

contents automatically. See also p. 12ff

 Always to keep the group content's files downloaded

at any time or On demand to download them on

Trash: Trashing moves the items into the database's

demand.

Trash.

DEVONthink To Go 2.0.1 Documentation, page 8

COPY A URL FOR AN ITEM TO THE CLIPBOARD Long-tap an item to show a contextual menu with less often used options. Copy a URL for the item (a.k.a. "Item Link") to the clipboard to link to it from other documents or even apps.

USE THE GRID VIEW (IPAD) In an item list, tap the tinted number next to a group name to show its content in a grid view instead of simply navigating into it. The grid is shown in the detail view. You can also swipe right over the group in the list.

SHARE AN ITEM You can share a document with other apps, add a task for it to OmniFocus, etc. Tap Edit to switch to editing mode. Select exactly one item you want to act on. Tap the

 Action toolbar icon.

Choose the desired action. Note: Not all actions are available for all document types. Or they might require another application being installed, e.g. OmniFocus.

Items are shown with a large preview if possible.

DRAG AND DROP Tap and hold an item until it starts hovering. Then move it with your finger.

Onto another group: Drag the item onto a group in the list view to move it to the group.

Into the list view: Drag the item into the empty parts of the list view to move it to the group whose content is shown in the list view.

Onto another item: Drag the item onto another item to group the two. If the other item is a group, the dragged item is moved into it; if the other item is a document, both are placed into a newly created group. Drag with two fingers to copy the item instead of moving it.

DEVONthink To Go 2.0.1 Documentation, page 9

VIEW AND EDIT YOUR DOCUMENTS PLAIN TEXT AND MARKDOWN

In this chapter: Common options

10

You can view and edit plain text and Markdown

Plain text and Markdown

10

documents.

Rich text and formatted notes

10

Images

11

PDFs

11

Bookmarks and HTML

11

Movies and audio files

11

Other

11

Markdown documents are plain text documents. Using simple-to-use formatting rules Markdown documents can be both easily read as they are or graphically rendered like a web page. DEVONthink To Go shows Markdown documents properly rendered when not in edit mode.

You can view many documents types from within DEVONthink To Go. And quite a few you can also edit directly inside the app. In addition you can share documents via the standard iOS sharing mechanisms or create new OmniFocus tasks.

RICH TEXT AND FORMATTED NOTES You can view and edit rich text documents (RTF and

Tap any document in the group list to view it.

RTFD) and formatted notes.

iPad or iPhone 6 Plus or larger: In landscape mode,

RTF and RTFD: Rich text documents use the

the document is shown in its own pane on the right-

proprietary RTF format with good but not

hand side of the screen, similar to many other apps.

100% compatibility to e.g. DEVONthink for

Tap the

Mac. DEVONthink To Go also supports rich text

icon to expand the detail view to full

screen. Tap the

to show the item list again.

If the document's file is not yet downloaded

documents with attached images (RTFD) but as read-only.

from the sync store, you are presented with a

Formatted notes: Based on HTML, formatted notes

thumbnail, if available, and the option to download

are 100% compatible to DEVONthink for Mac

the document.

and can also displayed using any web browser on any platform. Images that you add are embedded.

COMMON OPTIONS

Formatted notes are fully self-contained.

Depending on the document type one or more

FORMATTING TOOLBAR

of the following toolbar options are available for

In editing mode use the formatting toolbar to

documents:

format your text:

Reload the document.

Apply a predefined format, e.g. "headline".

Add as new document.

Make the selected text bold.

Search text within the document.

Make the selected text italic.

Show the info panel.

Make the selected text underlined.

Share the document.

Strike the selected text through.

For documents that are editable, tap the Edit button

Change the current paragraph alignment.

in the toolbar (iPad) or navigation bar (iPhone) to

Insert an image.

edit. Tap Done to end editing.

DEVONthink To Go 2.0.1 Documentation, page 10

You can also freely choose a font and size using the

Use the annotation tools to add, edit, or delete

Font and Font size options in the secondary toolbar.

annotations.

On the iPhone only a limited feature set is available.

EDITING MENU

Use

and

to undo or redo your changes.

BOOKMARKS AND HTML Select text to make the editing menu appear. Use it to:

You can only view bookmarks and HTML documents.

Cut, copy, and paste text.

Tap links to follow them. Tap the

Show a dictionary definition.

caret to navigate

back. Long-tap page elements to show additional

Make the text bold, italic, …

options.

Add a link.

Tap the web page name in the tool bar to toggle between the page's name and its address. A star

IMAGES

 indicates that the shown web page does not represent a document but was loaded temporary

You can view and edit images.

from the internet.

Pinch to zoom in and out. In editing mode rotate the image counter-clockwise or apply a predefined filter.

MOVIES AND AUDIO FILES You can only play movies and listen to audio files. DEVONthink To Go offers the standard media

PDFS

player controls.

You can view PDFs, search them, and add and edit annotations.

OTHER

Swipe left and right between pages. Pinch to zoom You can only view other documents such as email

in and out.

messages, sheets, or files unknown to DEVONthink To Go.

ANNOTATE THE PDF In editing mode use the annotation bar to add or edit annotations. Place the bar left, right, or over the toolbar by dragging it with the

move bars.

Hide the annotation bar by ending editing mode or tapping the

close icon.

DEVONthink To Go 2.0.1 Documentation, page 11

SYNC YOUR DATABASES SCENARIOS

In this chapter: Quick start

12

Local network: If you only want to synchronize

Scenarios

12

your databases while both this device and your Mac

Synchronizing everything or just the

are on the same network consider using a direct

metadata

12

Setting up sync

13

Setting up Bonjour

14

Troubleshooting

14

connection. This is much faster than uploading all data to some server on the internet and downloading it again on another device. But, when you leave your office and

DEVONthink To Go is not an island. It allows you to

you haven't synchronized your databases, you'll

synchronize your databases over the internet or on

need to wait until you come back another day.

the local network with Macs running DEVONthink

WebDAV: If you run your own WebDAV server, your

for Mac and iOS devices running DEVONthink To

ISP offers it as a service (e.g. Deutsche Telekom), or

Go.

your have subscribed to an online service such as CloudMe or box.com, this might be for you.

QUICK START

Your data is stored in encrypted sync stores on the server. You can keep all your devices in sync at any

While the whole sync setup can grow complex if

time as long as you have internet access.

needed, the basic workflow is very simple.

Dropbox: If you have a Dropbox account you can Direct connections:

use it just like you'd use WebDAV. DEVONthink

Switch on Bonjour on one side (leave port number

To Go creates a private folder for its sync stores

blank to let DEVONthink To Go choose for you).

and so keeps its data separate from your photos

Create a direct connection to it from the other

and other documents. Of course it does not get

side. Adjust your options.

access to anything except its own files. Dropbox and

Switch on the databases you want to download

DEVONtechnologies respect your privacy.

and let it sync. WebDAV or Dropbox: Create a sync location for the service of choice on one side. Choose a sync store name and a password, adjust your options. Let it upload your data to the location. Create the very same sync location on the other side. Enter the same sync store name and password. Switch on the databases you want to download and let it sync.

SYNCHRONIZING EVERYTHING OR JUST THE METADATA As disk space especially on iOS devices is limited, DEVONthink To Go offers two synchronization modes to let you hand-tailor its sync behavior to your needs. DEVONthink To Go either downloads everything to your device or it just downloads the information about your documents but not the files themselves.

Download files: Always: Both metadata and content files are synchronized to the device.

Download files: On demand: Only metadata is synchronized to the device; content files are downloaded on demand. DEVONthink To Go 2.0.1 Documentation, page 12

COMPARISON

PURGING

Both modes have their own advantages and

Purging removes only the data file of a document.

disadvantages. When you choose Download Files:

You still see a purged document listed, it's

 Always, you have everything with you offline,

searchable, and you can manipulate it. Purging does

metadata and contents, even when you are

not delete the document itself, it just turns it into a

without an internet or intranet connection. You are

'ghost'.

independent of network availability.

Manually: You can at any time remove contents to

When you choose Download Files: On demand , the

free disk space. Select items in the items list and

data stored on your device is significantly less and

choose Purge in the Org anize menu.

you can carry larger databases with you even on a device with small memory.

Automatically: Alternatively you can let DEVONthink To Go choose the documents you

You can work with your documents, browse,

haven't used recently, and purge them for you.

rearrange, or even trash them. Accessing documents

Choose how many files should have their contents

is slower, however, as they need to be downloaded

kept on the device in the Settings.

on demand. Also, when you are without a network connection you cannot view documents you have not downloaded before you reached the networkfree zone.

Automatic purging keeps track when documents have been downloaded or accessed so that it only removes the least used contents. It also does not purge documents that have not yet been synchronized to some other location, that are

GRANULARITY

protected by their enclosing group, or that have

DEVONthink To Go lets you fine-tune which

been downloaded in the past hour. Documents only

content files are synchronized to your device on

synchronizing with a direct connection are also

multiple levels:

never automatically purged.

Sync location Database

SETTING UP SYNC

Group On each of these levels you can decide if you want to download the contents of files for offline use. You can easily choose to not download files for a

To set up DEVONthink To Go for synchronization open the Settings by tapping the

button on

DEVONthink To Go's first screen.

sync location but set a group to always download its

Technically, databases are synchronized either

contents. Setting the location to download contents

directly between devices (direct connections, a.k.a.

overrides decisions on the database or group level;

Bonjour) or via sync stores. Sync stores are folders

in this case the respective user interface controls in

residing on servers such as Dropbox or your own

the Info for the group or database is inactive.

WebDAV server; Macs can also use file servers on

By default sync locations do not download files automatically but let you choose this on the database and group level. This is the recommended setting unless you explicitly want to download all files from a specific location. Open the Info for the database's top level or any

the local network. DEVONthink To Go keeps all information about which databases to sync through what kind of connection and with which sync store in a so-called sync location. The basic workflow for preparing DEVONthink To Go for synchronization looks like this:

group and change the setting for Download files

In the Settings tap Edit locations.

to your needs. When you change this setting to

Add a sync location for the connection you want to

 Always, the database's or group's content files will

use.

be downloaded when you close the Info panel.

Fill in the necessary credentials.

DEVONthink To Go 2.0.1 Documentation, page 13

Name the sync store. If you have already created

SETTING UP BONJOUR

a sync store from another device, e.g. your Mac, enter its name here.

You can not only build a direct connection from your

Enter an encryption password (highly

iOS device to a Mac but also set up your device as a

recommended). When entered DEVONthink To

server. Then you connect from another iOS device

Go will encrypt all data using AES 256 bit.

or a Mac on the local network to pull databases or

Tap Save to set up the location.

get changes.

Visit the location and switch on all databases you

To adjust the settings tap the Set options button

want to keep in sync using this location. Note: You

in the Settings and switch the server on. Leave the

must wait for one database to fully sync before

Port field empty to let DEVONthink To Go choose

selecting the next database.

a port for you, unless you have a known open port

To synchronize databases on two devices set up

you'd like to assign. Set a password to prevent

similar sync locations using the same sync store

unauthorized access to your device.

name and encryption password.

Note: Important: DON'T enter the SAME port

Note: If you enter a different sync store name

number on multiple devices, e.g. Mac and iOS

on each of your devices every device will create

device; if you need to run the Bonjour server

it's own sync store. You need to enter the EXACT

on both devices use different port numbers.

SAME NAME for the sync store on all devices

You don't have to enter the same IP port on all

that you want to keep synchronized. Using

devices; the best practice is to leave it up to

multiple sync stores is especially useful if you use

the app to choose a port. Other instances of

also multiple encryption keys, e.g. for business

DEVONthink To Go or DEVONthink for Mac can

and private, for friends and colleagues, etc.

only access your device as long as DEVONthink

Direct connections: When you set up a direct connection, DEVONthink To Go will ask you for the

To Go is the active application and the device is unlocked.

pairing password that you have set in DEVONhtink for Mac in Preferences > Sync > Bonjour Options .

TROUBLESHOOTING

You can also make your iOS device the server for incoming direct connections by setting up Bonjour.

Dropbox: DEVONthink To Go asks the Dropbox app, if installed, for authorization or shows you the Dropbox authorization page. It can only use one Dropbox account at a time and will re-connect to

The synchronization was designed to run in selfmaintenance mode so there should be little for you to do to make it work. If, however, it does not work as expected, please try the following steps before contacting our user support:

this account even when you remove the Dropbox

Check your network connections.

location and re-add it. To unlink DEVONthink To

Restart this device.

Go from a Dropbox account, visit your Dropbox

For WebDAV or Dropbox locations, check the

account settings and remove your device and/or

following:

the "DEVONcloudy" app. Now you can add a new Dropbox location and authorize with the account you want to use.

Check if the service you're trying to connect to is reachable. Check that you have entered your user credentials

Box: Box does not support single sign-on when

correctly.

using WebDAV. Create an external password to use

Check that you are connected to the right

DEVONthink To Go with Box.

WebDAV or Dropbox account.

To edit a location later, tap Edit to switch the

Check that you use the same sync store name and

locations list into editing mode, then tap the already

encryption password.

set up location to open the location editor.

DEVONthink To Go 2.0.1 Documentation, page 14

For direct connections also check the following: Restart the other Mac or iOS device. Restart your router. Check if this device is connected to the same WiFi network than the other side. Check if both devices are on the same subnet. Check that both sides use the same port number. Best practise is to leave the field empty and let DEVONthink To Go choose the port number for you. See also p. 14ff

Check that you have entered the same password that you have set in the other side's Bonjour options. Check if the firewall or Little Snitch enables incoming connections to DEVONthink. Check if DEVONthink is running on the other Mac or iOS device. Check if the databases you want to synchronize are open on your Mac. Note: If your router offers multiple networks, e.g. a slower and a faster one, make sure both devices use the same network. Restarting any device could make them connect to a different network.

DEVONthink To Go 2.0.1 Documentation, page 15

CUSTOMIZE THE APP SETTINGS In this chapter:

databases synchronizing not to web-service based locations like Dropbox or WebDAV will never be

Sync settings

16

Other settings

17

Log

17

purged.

SYNC LOCATIONS

Adjust all of DEVONthink To Go's settings directly

Sync locations are used to keep your databases

inside the app without visiting the Settings app. Tap

on all your devices in sync. Sync locations can be a

 on DEVONthink To Go's first screen to show the

physical location such as Dropbox or a WebDAV

settings.

server, or a direct connection to a Mac or mobile

If there are any warnings or errors, DEVONthink To

device, running DEVONthink or DEVONthink To Go

Go shows a

respectively, on the local network.

icon instead of

.

Manage locations: Tap Edit to add a new location or

SYNC SETTINGS

edit or delete an existing location: Tap

to add a new location.

Locations: Tap Edit locations to manage your sync

Tap

to remove an already added location.

locations. An

Tap an existing location in editing mode to modify

activity indicator next to the

button shows that DEVONthink To Go is currently

its settings.

synchronizing.

Manage databases: Tap an existing location to get Tap Edit to set up synchronization with a WebDAV

a list of all local and remote databases. Switch on all

server, Dropbox, or directly with a Mac running

databases that you want to get synchronized with

DEVONthink.

the location.

Bonjour: Tap Set options to switch on and configure

Remote databases that you switch on are

the built-in Bonjour server that allows you

downloaded from the location to your device. If

to connect to your device from other iOS or

you delete a database from your device but it still

OS X devices running DEVONthink To Go or

exists in the location it will appear as "remote" and

DEVONthink for Mac.

"switched off" again.

Conflicts: Choose whether, in the case of a sync

Locations that are unavailable for some reason

conflict, the newest change wins or DEVONthink To

appear disabled. Busy locations, e.g. ones that

Go keeps both versions.

are currently synchronizing, show an

Schedule: Choose if DEVONthink To Go should

indicator.

activity

synchronize automatically or just on demand. Pull down in any database or item list to start the synchronization at any time.

SETTING UP A SYNC LOCATION When setting up a new location enter the required

Keep ...: If you don't download files automatically,

details, e.g. WebDAV address, user name, and

choose whether you want DEVONthink To Go to

password. For server locations you also need to

automatically purge contents and keep only the

enter a sync store name as multiple sync stores can

most recently downloaded or used ones. This does

exist in a location. To connect to a known sync store,

not delete the document but only the underlying

enter its name. Enter the encryption key if the sync

content file. Unsynced documents or documents in

store is encrypted.

DEVONthink To Go 2.0.1 Documentation, page 16

All locations also offer the following options:

Label names and colors: Syncs label names and

Correct spelling automatically. Make e.g. detected dates or addresses actionable.

colors from this location. Label names and colors

Integration: Update TextExpander snippets if

can only be set using DEVONthink for Mac.

necessary.

Database properties: Syncs database properties such as passwords and other metadata.

Download files: If this is switched on, synchronizing with the location downloads not only the metadata but also the actual files. Switch this off to keep your database lean and load documents from e.g. a WebDAV or Dropbox

LOG DEVONthink To Go presents warnings and errors, depending on their urgency, as alert dialogs or silently adds them to the Log .

location on demand. See also p. 12ff

If there is anything in the log that you need to

Verify uploaded items: Additionally verify all

be aware of, DEVONthink To Go shows an

uploaded items. Takes longer but is more safe.

exclamation mark in the Settings screen's title bar and on the first screen.

OTHER SETTINGS

Tap the

icon to show the log. Tap Clear  to clear all

entries.

Documents: Adjust the text size for plain text

Note: In case of problems with this software

documents to your liking.

do not clear the log and contact the

Editing: Choose how DEVONthink To Go behaves

DEVONtechnologies support staff instead. Use

when editing text:

the Contact button on the first screen of this Help.

Automatically capitalize words where approproate.

The log is automatically attached for you and helps the developers find out what has happened.

DEVONthink To Go 2.0.1 Documentation, page 17

FREQUENTLY ASKED QUESTIONS In this chapter:

Get answers to frequently asked questions about DEVONthink To Go.

Security

18

Synchronization

18

Contacting us

19

SECURITY Does DEVONthink To Go encrypt my data? Yes. All data stored on your device is encrypted using iOS' own encryption. Transmitted data is encrypted using DEVONthink To Go's own AES 256 bit encryption (unless you don't enter a password for direct connections or encryption key for sync stores).

How safe is my data on my device? DEVONthink To Go relies on iOS' built-in encryption so all data is always stored encrypted and can only be read when your device is unlocked, e.g. using Touch ID or your passcode. When you lock your device (switch off the screen) DEVONthink To Go gets about three minutes to complete background tasks, then iOS withdraws access to all its files. Even with physical access to the device it is now impossible to decrypt the data without using the correct fingerprint or passcode (as of July 2016). Therefore DEVONthink To Go does not implement any additional encryption for storing the data.

How safe is my data during a sync? If you set an encryption key for a sync store all data is AES 256 bit encrypted before leaving the device and is stored encrypted on the server. It can only be retrieved using the correct key. The same is true for direct connections where all data is encrypted using the key set in the Bonjour options. In addition the username and password you set for newly created databases is used as soon as you sync the database to another device. The database cannot be retrieved from a sync store or via direct connection without entering the right credentials.

SYNCHRONIZATION Do I have do sync whole databases? No. DEVONthink To Go always syncs the metadata for whole databases but you can select for the location, the database, or individual groups if you want to sync their content files too. If you sync only the metadata you can download the actual content later on demand. See also p. 12ff

Does the sync work with iCloud? Unfortunately no. iCloud Drive support on iOS is targeted at working with single documents and does give apps access to the drive's file system. Therefore it is not yet usable for synchronizing databases.

Are multiple Dropbox accounts supported? No. The official Dropbox API only pairs with one account at a time. Does the sync work with OneDrive, Google Drive, etc.? Not yet. If you would like to use DEVONthink To Go with a service that is not yet supported, let us know. We might add support for it in a future release.

DEVONthink To Go 2.0.1 Documentation, page 18

What do I do if I cannot get it to work? First check out our troubleshooting section. If you still cannot get it to sync, contact us.

CONTACTING US To get in touch with us visit our user forum, check out our support area, or send us traditional email.

DEVONthink To Go 2.0.1 Documentation, page 19

OTHER PRODUCTS In this chapter:

And don't forget to have a look at our very lively user forum, where users of all skill levels meet to

Overview

20

DEVONthink

20

DEVONagent

20

DEVONsphere

21

DEVONnote

21

Needful Things

21

discuss our applications, talk about our technology, and exchange tips and tricks for DEVONthink To Go & Co.

DEVONTHINK

Besides DEVONthink To Go, DEVONtechnologies

Organize and work with all your documents,

publishes a number of other commercial, shareware,

bookmarks, email messages, text files, images, PDFs,

and freeware applications, and services that you

in one place, regardless where they originated.

may be interested in.

Quickly capture data without interrupting your workflow. DEVONthink's unique AI assists you in

OVERVIEW

getting the most out of your data collection. Learn more about DEVONthink

DEVONtechnologies is focused on developing innovative applications for finding, storing, and organizing information. Our main objective is to make complex yet flexible technology that is both easy to use and lightning fast.

Learn more about DEVONthink To Go for iOS Check your upgrade options if you want to upgrade to a higher edition Check your upgrade options if own DEVONnote and want to upgrade to DEVONthink

DEVONthink DEVONagent DEVONsphere DEVONnote

DEVONAGENT DEVONagent Pro helps you search more efficiently

All applications are based on the

on the web. It searches multiple sources, frees

DEVONtechnology, a powerful and solid core

you from hunting for the really relevant results,

unique to DEVONtechnologies. DEVONthink,

and gives you power tools for your research.

DEVONnote, DEVONsphere, and DEVONagent

DEVONagent Express and DEVONagent Lite (free)

are only the first of many more DEVONtechnology-

make searching the web as easy as using Spotlight.

powered applications to come.

Search Google, Bing, YouTube, Facebook, Twitter,

Also, we publish useful freeware apps and services that help you in your everyday work with your Mac.

even the Mac App Store, right from the menu bar. Learn more about DEVONagent Pro Learn more about DEVONagent Express

NEWSLETTER & USER FORUM

Learn more about DEVONagent Lite

Would you like DEVONtechnologies to keep you informed about updates and new product releases? Subscribe to the newsletter.

DEVONthink To Go 2.0.1 Documentation, page 20

DEVONSPHERE

Check your upgrade options if you want to upgrade to DEVONthink

Make your Mac smarter: Let DEVONsphere Express keep track of related emails, articles on the same subject, and similar web pages. Discover the hidden connection between seemingly unrelated files. Learn more about DEVONsphere Express

NEEDFUL THINGS Search files on your hard disk, watch web cams, create thumbnails, or access all your files and apps from the menu bar. Reformat paragraphs in your

DEVONNOTE

favorite word processor, do little calculations

Your thoughts and ideas are valuable. DEVONnote

Bluetooth-enabled mobile phone. And all this for

keeps them and provides you with unique tools and

free.

anywhere you can type in text, or send text to your

artificial intelligence so that you can focus on things

Learn more about our freeware apps

that really matter: creating even more ideas.

Learn more about our freeware services

Learn more about DEVONnote

DEVONthink To Go 2.0.1 Documentation, page 21

APPENDIX In this chapter:

DOCUMENTS & GROUPS

Glossary

22

Database: The collection of all documents.

Iconology

23

Document: A file in the database, e.g. a PDF.

Tagging

23

Group: A collection of documents or other groups.

Search operators

24

Global Inbox: The one inbox that collects it all. Inbox: A special group for data coming in to a

The appendices give additional information to help

database.

you getting familiar with DEVONthink To Go, e.g.

Replicant: An item that appears in more than

a glossary of commonly used terms and a search

one place in the database. Like two phone book

operator cheat sheet.

entries for the same person.

Content: A document's data file, e.g. the actual

GLOSSARY

image. A document synchronized from a sync store can be present but have no content; you can

Become familiar with these terms to get the most

download the file on demand when you need it.

out of working with DEVONthink To Go.

Sheet: A table of data, like a simple spread sheet. Smart group: A "saved search" that appears

INTERFACE ELEMENTS

like a group. DEVONthink To Go comes with predefined smart groups that you can switch on

Action menu: System-provided menu with

and off on the home screen.

commands for sharing documents or opening

Trash: Stores all trashed items until you empty it.

them in other apps.

Detail view: The right-hand side part of the screen

TAGS

where document contents are shown. Only on iPad or iPhone 6 plus and larger.

A tag is a different visual representation of a group.

Editing menu: The menu that appears when you

Technically groups (folders) and tags are exactly

select some text when you long-tap an group or document. Similar to the contextual menu on a Mac or PC.

the same; groups are just shown as "containing" the item while tags are "attached" to it. DEVONthink To Go treats both the same. Add a tag to an item

Home screen: The first screen in DEVONthink

and it'll be added to the Tags group of the database.

To Go's hierarchy that lists databases and smart

Open the Info panel and both the groups containing

groups.

Item list: A list of items stored in the database.

the item and the attached tags are listed in the Tags field. See also p. 23ff

Items can be documents or groups.

Group tag: Tags represented by a regular group.

List view: The left-hand part of the screen where

Ordinary tag: Tags created by adding a tag to a

databases or items are listed.

document.

Organize menu: A menu that lets you move, replicate, trash, etc. documents or groups.

ITEM PROPERTIES

Settings: DEVONthink To Go's preferences. Contrary to other apps, DEVONthink To Go's settings are accessible directly from its home

Flagged/Unflagged: Items can be checked or unchecked for your personal use, e.g., for creating

screen.

a to-do list, maintaining a shopping list, or writing

View options: Settings that define e.g. the sort

a list of project tasks.

order per group. DEVONthink To Go 2.0.1 Documentation, page 22

Locked/Unlocked: Items can be locked to keep

ICONOLOGY

them from being unintentionally deleted (groups, documents) or modified (documents).

Additional icons below item names show e.g. that

Read/Unread: Items can be marked read or

items are flagged or unread. Icons are only shown

unread, which is useful for documents that you

if Show details is switched on in the group's view

want to read later.

options.

You can quickly find flagged or unread items by using the Flagged or Unread  smart groups on the home screen.

Item is labeled; the icon is colored in the label's color. Item is flagged. Item is unread.

SYNCHRONIZATION Sync location: Sync locations are used to keep your databases on all your devices in sync. They summarize all information about which databases to sync through what kind of connection (e.g. direct connections to DEVONthink on a Mac, WebDAV, CloudMe, Dropbox etc.) and with which sync store.

Sync store: Server-based locations, e.g. WebDAV

Item is locked. The Sync toolbar button also serves as a status indicator. This is what the icon shapes indicate: The current or all databases have been synced and no local changes have been made. The current or all databases have changes that need syncing. Error occured during the last sync run. Tap to see the error log.

or Dropbox, can contain multiple "sync stores". Technically a sync store is a folder on the server volume. Use multiple sync stores to e.g. sync both your personal and your business databases at the same location but keeping them separate nevertheless. Sync stores can be encrypted and each sync store at a location can have a different encryption key.

Direct connection: A sync location that doesn't store its data on a server but directly connects to a Mac running DEVONthink or DEVONthink

TAGGING DEVONthink To Go supports tagging in a way that makes groups and tags interchangeable. While this concept may sound a bit strange at first, you will soon discover why it is a smart way to approach tags and group and to bring both together.

INTRODUCTION

To Go respectively. When this device is not

Technically, tags and groups are identical: both

on the same WiFi network or DEVONthink/ 

are simply entries in a table that are somehow

DEVONthink To Go is not running the direct

"attached" to an item, usually a group or document.

connection is disabled and listed as offline.

The difference is that tags are visualized as "labels

Local database: A database that exists on this

attached TO the item" while groups are visualized

device.

as "groups CONTAINING the item." They are

Remote database: A database that exists at the

presented differently, but internally they are the

sync location, e.g. on Dropbox, but is not yet

same. DEVONthink To Go treats groups as tags and

downloaded to this device.

tags as groups. Example: A document is located in the group "Science > Paleontology > Dinosaurs". Consequently, its tags are "Science," "Paleontology," and "Dinosaurs." Now you create a sub-group of "Dinosaurs" named "Land-living" and move the document into the new folder. Automatically it is now tagged with "Science," "Paleontology," "Dinosaurs," and "Land-living." DEVONthink To Go 2.0.1 Documentation, page 23

When you assign a tag using DEVONthink To Go's

Phrase: An ordered sequence of tokens either

user interface, move a document, or replicate it to

concatenated by + signs or enclosed in double

another group, this is what happens:

quotes.

Assign a tag: The item is replicated to the Tags group.

Query: One or more tokens connected by operators and grouped with parentheses.

Remove a tag: The item's replicate in the Tags group is deleted.

CASE

Adding an item to a group: The group's name and

Tokens are case-insensitive; operators have to be

the names of all groups containing the group

entered in all caps. You can capitalize tokens in your

appear as tags attached to the item.

query but DEVONthink To Go will ignore case when

Moving an item: The new group's name and the

interpreting it.

names of all groups containing it appear as tags attached to the item.

Replicating an item: The new group's name and

WILDCARD

the names of all groups containing it appear as

By default only items are found that contain tokens

tags attached to the item, too.

that match the entered query exactly. Use the *

Tags represented by a regular group are called "group tags"; tags created without an existing group are called "ordinary tags." See also p. 22ff

wildcard character at the end of a token to match a partial word. The wildcard does not work at the beginning or in the middle of words. Example: devon*

THE TAGS GROUP Every DEVONthink To Go database contains a toplevel group named Tags. When you add a tag to an item, e.g., through the Info panel, DEVONthink To Go creates a group for the tag in the Tags group and replicates the item to it. When you rename a group inside the Tags group, all items tagged with it will show the change, too. Use the Tags group to find all documents tagged with a specific tag or use the Tags smart group on the home screen to list all tags in all databases.

This query matches all documents which name, content, or comment contains at least one word that begins with "devon".

SCOPE PREFIXES The scope buttons below the search field let you narrow results to only the current database or even  just the current group. To further narrow down your search by searching e.g. only by name or in the comments use the following scope prefixes:

name: Searches only in item names comment: Searches only in comments content: Searches only in contents

SEARCH OPERATORS DEVONthink To Go allows you to use prefixes, Boolean operators, and parentheses to fine-tune your search.

WORDS, TOKENS, AND QUERIES Word: A sequence of letters delimited by white space or a punctuation character.

Token: DEVONthink To Go stores its full-text index

tags: Searches only in tags Scope prefixes consist of the scope name followed by a colon. They only apply to the next token, not phrases or queries. Add a scope prefix before every token within a query. Example: name:devon* content:eric tags:blue Finds all documents with names containing words starting with "devon", content containing the word "eric", and being tagged with "blue".

as tables of tokens. Usually a token equals a word.

DEVONthink To Go 2.0.1 Documentation, page 24

BOOLEAN OPERATORS

Example: steve and jobs

The operators (often called Boolean operators) are

Because "and" appears in lowercase this query looks

words or symbols that establish logical rules for the

for documents containing all three words in any

queries in the search query.

order: "steve", "and", and "jobs".

Operators have to be entered in capitals. If no operator is given between phrases or NEAR groups,

SYNTAX DESCRIPTION

DEVONthink To Go assumes AND.

Note: The following describes the syntax in

The available Boolean operators are:

Backus-Naur form. := string [*] :=

query1 AND query2: Contains query1 AND

+ :=

query2

[ :] :=

query1 OR query2: Contains query1 OR query2

[ :] :=

NOT query: Does not contain query

( ) := AND

"query1 query2 ...": Matches the queries query1 and query2 etc. in exactly this order and with no

:= OR := NOT := colname := { colname1 colname2 ... }

other tokens between them.

:= NEAR (

query1 + query2 + ...: Matches the queries query1

... [, N] )

and query2 etc. in exactly this order and with no other tokens between them. Besides the classic Boolean operators, DEVONthink To Go allows you to use NEAR to find documents containing phrases (not whole queries) in a specified proximity of each other. Currently the syntax differs from DEVONthink for Mac. An alternative syntax will likely be added to DEVONthink To Go.

NEAR (phrase1, phrase2): phrase1 appears 10 words or less before or after phrase2

NEAR (phrase1, phrase2, n): phrase1 appears n or less words before or after phrase2 When evaluating the query, DEVONthink To Go processes the queries using the following rule of precedence (high to low): AND OR NOT You can override the default behavior by using parentheses. Example: NEAR (Steve, Jobs, 2) AND (iMac OR (iPad NOT MacBook)) This query looks for documents that contain the words "Steve" and "Jobs" more than two words away from each other, as well as either the word "iMac" (no specific position relative to Steve and Jobs) OR the word "iPad" but not MacBook

DEVONthink To Go 2.0.1 Documentation, page 25