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Quick links: |  | Info & Filters Document Commands Item Links and Images Create, Summarize, Merge, Split Rules Pro/Server Commands

|  |  | The Tools menu

The Tools menu provides tools to get more detailed information about your documents, as well as some specialized commands. Info & Filters Get Info: Opens the Info popover displaying the views of the Info inspector. Chat: Opens the Chat popover. Graph: Opens the Graph popover which shows the Graph detached from a main window. Inspectors: This submenu provides access to the various inspectors built into DEVONthink. You can also use Show/Hide to toggle the visibility of the Inspectors pane. Filter: The commands in this submenu filter the list of files in the location you are currently viewing. As you select options in these panes, the list of files will change accordingly. The filters are also covered in the windows chapter. Info: Shows a pane with options for filtering on dates, flagged state, unread status, rating, or color label. When using the calendar, you can click Any Date to set which date you want to filter on: added, created, modified, opened, or due. Tags: Shows a tag cloud, with frequency-based sizing, i.e., more frequently used tags will be larger. Clicking on tags removes unrelated tags from the cloud, only showing tags that have been applied with the current tag. Multimedia: Displays options for filtering multimedia files - images, audio, and video - in the current location. Options for minimum and maximum pixel dimensions or durations are available. Maps: Shows a small map showing pins from geolocation data will be shown. Clicking on a pin will show you files created in that location. The behavior of this pane is similar to Apple Maps, e.g., pinch to zoom in and out, etc. Document Commands Annotate: This submenu provides access to the PDF and image annotation tools. Applicable to PDF documents you have: Highlight Text, Underline Text, and Strike Through Text. Next, the basic annotation types are available: Oval, Rectangle, Line, Note, Text, and Link. Note and link annotations aren't available with images. These tools are persistent, so you can select one and use it in that mode until you change to another tool. Capture: This submenu provides options for capturing the current document to a new file in a few different formats: Bookmark, Rich Text, Formatted Note, Markdown Text HTML Page, Web Archive, and PDF (One Page/Paginated). Captures are made to the current group. Set as Thumbnail will set a thumbnail for a currently viewed web page, useful to create a clean thumbnail, e.g., after dismissing cookie banners. There is also an option to use the Clip to DEVONthink command, just like in your browser. Also note, the option will try to remove extraneous information before the document is captured.
Note: The available options in the Capture menu are dependent on the type of the selected document.
Mode: The commands in this submenu switch between three modes of interaction in PDF documents: Move, Text Selection, and Annotation Selection. When viewing an image, Move and Image Selection are the available commands. Rotate & Flip: This submenu provides a Rotate command for rotating an image or PDF page right or left, or by 180 degrees. You can also mirror images on their horizontal or vertical axes via the Flip commands. PDF: This submenu provides options for modifying the structure of a PDF document: Insert Blank Page, Delete Selected Page, and Reverse Page Order. Sheets: This submenu provides access to the following tools for editing a sheet: New Record, Duplicate Records, Delete Records, New Column, Edit Columns, and Delete Columns. Item Links and Images Item Links: For documents supporting item links and WikiLinks, there are three commands in this submenu: Convert WikiLinks to Item Links: Replaces detected WikiLinks with the appropriate item links. Update Name of Item Links: Scans the current document for item links and updates the link text for any files whose names have been changed. This only updates the names of item links. Verify Item Links: checks all item links in the document and logs those no longer pointing to a valid target, e.g., because the referenced item is no longer available in any database. Import Online Markdown Images: Download and link to local copies of images from web content clipped as Markdown documents. Create, Summarize, Merge, Split Create Metadata Overview: Creates a sheet with records for each selected file. The columns contain data from the generic and custom metadata of each file. Create Table of Contents: Opens a submenu to create a rich text or Markdown document with links to the currently selected documents. Summarize Annotations: Creates a document with all annotated text passages of the currently selected documents. In case of items located in multiple databases the summary is created in the global inbox. From the submenu, choose to create the summary in a rich text document, Markdown document, or a sheet. Summarize Mentions: Creates a new document containing a list of the documents mentioning the name or alias of the selected document. From the submenu, choose to create the summary in a rich text document or a Markdown document. Merge Items: Merge the selected documents into one. This creates a new file, preserving the originals. Hold the ⌥ key to choose Merge & Delete n Documents, removing the original files after the merged document is created. When merging documents, the order of the merge will be the order shown in the item list. The topmost selected document will be the first page with the pages beneath it following. The order of the documents can be controlled by the current sort method used in the item list. Also, the resulting file type of a Merge operation depends on the types of the selected files. Selecting mixed formats, e.g., a web archive and an image, usually results in an RTFD file being created. Split PDF: Use commands in this submenu to split a PDF document into separate files. Use into Chapters on a PDF containing a table of contents to create separate per-chapter files. Use into Pages to 'explode' the PDF into individual single page files. Split Document: Splits the current document (PDF, plain or rich text) at the insertion mark position in the document. Rules These commands allow you to set or run smart rule commands Apply Rules: Apply the selected rule on selected items that match the rule's criteria, including the location defined in the smart rule. Perform Rules: Run the selected rule at any time or in any location. This is not isolated to the documents in the current location. Batch Process: Open the batch processing window or run an existing configuration. PRO Pro/Server Commands These commands are only available in the Pro and Server editions of DEVONthink: Chat: Opens the Chat popover. Imprinter: Choose an imprint you have defined in Settings > Imprinter to apply it to the current image or PDF. Import Email Attachments: Parses selected emails and extracts the attachments as individual files. This is useful if you're not using the Message Content: Import attachments option in the Files > Emails settings. Create Audit Report: Creates a locked sheet with an itemized list of the properties of selected documents. This includes things like the name, original name, when the file was added, the content hash, etc. Create Expense Report: Creates a sheet summarizing custom metadata dates and currencies of selected files. Totals for the amounts will also be included. Summarize Documents via Chat: Opens the Summarize and Transform popover and saves the summary in your chosen format: Markdown, rich text, as a Finder comment on the document, or an annotation file. Start/Stop Server: Use this command to start and stop the integrated web server. Inspectors Info > Data: Opens the Data inspector. Concordance > List/Cloud: Opens the Concordance inspectors. AI > Graph: Opens the Graph inspector. Chat: Opens the Chat inspector.