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Appendix

Application Icon   Templates

DEVONthink comes with a number of built-in templates for general use. Use these templates to add a task list, a quote, or whole group structure for project management to your database.

Templates are stored in the ~/Library/Application Support/DEVONthink 3/Templates.noindex folder. In order to manage your templates, rename them, organize them in subfolders, or delete them, you can quickly access this folder by selecting Data > New from Template > Open Templates Folders. More templates are available by selecting Data > New from Template > More Templates, or as extras in the Support Assistant or in the Extras sidebar.

A very useful thing you can do is add your own files to this folder, even if the files aren't directly editable in DEVONthink. For example, you may have a specific Pages template you often use. Open the template in Pages and save it into DEVONthink's Templates folder. Now you can add documents to your database even more efficiently.

Built-in Templates

DEVONthink comes with the following built-in templates, which serve as great examples of the template feature.

Accounts & Passwords:

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    Email Accounts: Adds a sheet to record technical details of an email account details.
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    Online Account: Adds a sheet for storing website account details.
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    Serial Number: Adds a sheet for storing product serial numbers.

Classifications:

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    Decimal Filing System: Adds ten groups for the decimal filing system used by many European companies for filing (scanned) paper documents.
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    Dewey Decimal Classification: Inserts a group with sub-groups that builds the first levels of the Dewey Decimal Classification. Use this feature for databases that contain knowledge spanning many subjects.
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    Library of Congress Classification: Inserts a group with sub-groups that builds the first levels of the Library of Congress Classification. Use this feature for databases that contain knowledge spanning many subjects.

Education:

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    Cornell Notes: Adds a document that allows you to write notes in Cornell style on a topic of interest. Available as Markdown or rich text documents.
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    Cornell Notes (Education): Adds a document that allows you to write notes in Cornell style for a particular course and topic. Available as Markdown or rich text documents.
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    Lab Notes: Adds a document that allows you to create lab reports. Available as Markdown or rich text documents.
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    References: Adds a sheet for recording citation information such a DOI, authors, journal, publication year, etc.
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    Reference (from Bookends): Adds the reference selected in Bookends to your database.
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    Reference (from Endnote): Adds the reference selected in Endnote to your database.
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    Quotes: Adds a sheet for recording quotes along with the author, source, comments, etc.
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    Quote (from clipboard): Adds a rich text document for a quotation or citation. The clipboard content is automatically inserted and, if it's an Internet address (URL), it is automatically made clickable.
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    Articles: Adds a sheet for keeping track of articles.
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    Booklets: Adds a sheet for keeping track of booklets.
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    Books: Adds a sheet for keeping track of books.
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    Manuals: Adds a sheet for keeping track of manuals.
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    Proceedings: Adds a sheet for keeping track of proceedings.
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    Technical Reports: Adds a sheet for keeping track of technical reports.
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    Theses: Adds a sheet for keeping track of theses.
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    PubMed: Runs a query in PubMed and adds the resulting documents formatted as rich text documents to your database.

Productivity:

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    Daily Journal: Adds Journal group with month and day subgroups, containing a file with a daily quote, some news headlines, and space to write your thoughts. This template is a good example of smart templates. The journal is available in two separate templates: Text (rich text) and Markdown.
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    Note: Adds a new note. If the clipboard contains text, it is automatically inserted.
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    Phone Note: Adds a new phone note, automatically inserting the current date and time.
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    Project: Adds a simple project group structure including an "About this project" document. The smart template asks for a project name; retrieves your name, department, email address, and phone number from your contact card; and adds this information to the "About this project" document.
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    Task List: Adds a simple task list.
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    Weekly Review: Adds a formatted note displaying checklist items and space to review the week.

Registers:

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    1--31: Adds 31 groups, numbered 1 through 31.
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    A--Z: Adds 26 groups, named A through Z.
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    Days of the Week: Adds groups for the days of the week.
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    Months: Adds groups for the twelve Christian months.

Smart Groups:

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    Email ... Videos: Adds smart groups displaying documents of a given kind.
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    Due or Flagged: Adds a smart group displaying flagged items or items with a due date this week.
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    Last ...: Adds smart groups displaying documents modified within a given period.
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    Documents with Annotations: Adds a smart group displaying files with annotations, e.g., highlights.
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    Large Documents: Add a smart group displaying documents larger than 5 MB.
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    PDF (not searchable): Add a smart group displaying all PDF documents that don't contain machine-readable text.
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    Star Ratings (1-5): Add a smart group displaying items with a rating of one or five stars.

Toolbar: By default this contains no templates. Add your own templates to ~/Library/Application Support/DEVONthink 3/Templates.noindex/Toolbar. These can be added to the DEVONthink windows using View > Customize Toolbar.

Note: Some of the included templates are just simple files. Others are smart templates, packages that contain assets and scripts that provide powerful template generation. See the Automation chapter for more information on them.