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Below are listed the pre-installed templates that come with DEVONthink. You are free to inspect or modify these templates to suit your needs, but we do recommend making a duplicate to preserve the original. More templates are available by selecting Data > New from Template > More Templates, the Help > Support Assistant, or via the Extras sidebar.
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.
Accounts & Passwords: Email Accounts: Adds a sheet to record technical details of an email account details. Online Account: Adds a sheet for storing website account details. Serial Number: Adds a sheet for storing product serial numbers. PRO AI Templates The templates in this category all utilize AI models to return results, create documents or images, etc. The availability and quality of output is governed by the choices and services set in DEVONthink's AI settings. Document Assistant — Markdown/Text: Generate a Markdown or rich text document based on a prompt regarding selected documents. Meeting Notes – Markdown/Text: Mixture-of-Agents – Images: Creates images with multiple generative image engines you have API access to. Bear in mind, this may incur extra costs, depending on the provider you're using. Mixture-of-Agents – Markdown/Text: Sends a prompt to multiple AI engines for which you have access, e.g., ChatGPT and Gemini. The resulting document will be Markdown or rich text, with the individual LLMs response and a summary of all the responses. Research Report - HTML/PDF: Utilizes deep research and thinking on the topic you enter and creates a nicely formatted document with an overview of it. Currently only supports ChatGPT, Claude, Mistral, or Gemini and the appropriate model is automatically selected. Short Story — Illustration: Generates an image using the contents of a selected file, bookmark, PDF document, or video as the prompt. Short Story — Markdown/Text: Creates a story outline in Markdown or rich text based on a selected document. It includes some basic character development, themes, and other details. The Devonian Times: Creates a "newspaper" page summarizing some of the top new stories in the world. This serves as a good example of web searching and AI-controlled formatting. Classifications: Decimal Filing System: Adds ten groups for the decimal filing system used by many European companies for filing (scanned) paper documents. 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. 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: Cornell Notes – Markdown/Text: Adds a topic-centric document for writing Cornell notes. Available as Markdown or rich text documents. Cornell Notes (Education) – Markdown/Text: Adds a course-specific document for writing Cornell notes. Available as Markdown or rich text documents. Lab Notes – Markdown/Text: Adds a lab report document including standard scientific method sections. Available as Markdown or rich text documents. References: Adds an empty sheet for recording citation information such a DOI, authors, journal, publication year, etc. Reference (from Bookends): Adds selected references in Bookends as rich text. Reference (from Endnote): Adds selected references in Endnote as rich text. Note: Endnote should be in the same Space as DEVONthink. Quotes: Adds a sheet for recording quotes along with the author, source, comments, etc. 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. Articles: Adds a sheet for keeping track of articles. Booklets: Adds a sheet for keeping track of booklets. Books: Adds a sheet for keeping track of books. Manuals: Adds a sheet for keeping track of manuals. Proceedings: Adds a sheet for keeping track of proceedings. Technical Reports: Adds a sheet for keeping track of technical reports. Theses: Adds a sheet for keeping track of theses. PubMed – Markdown/Text: Runs a query in PubMed and imports up to 100 abstracts formatted as rich text or Markdown documents. Productivity: Daily Journal – Markdown/Text: Adds Journal group with month and day subgroups, containing a file with a daily quote, some news headlines, and space to write your thoughts. Available in Markdown or rich text. This template is a good example of smart templates. Note: Adds a new note. If the clipboard contains text, it is automatically inserted. Phone Note: Adds a new phone note, automatically inserting the current date and time. 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. Task List: Adds a simple task list. Weekly Review: Adds a formatted note displaying checklist items and space to review the week. Registers: 1—31: Adds 31 groups, numbered 1 through 31. A—Z: Adds 26 groups, named A through Z. Days of the Week: Adds groups for the days of the week. Months: Adds groups for the twelve Christian months. Smart Groups: These templates create smart groups, not individual documents. Note these are local smart groups so they only search in the database in which they're located. Email: Displays any email. Email with Attachments: Displays emails with attachments. Images – Large/Small: Displays images based on their pixel dimensions. Large images are `1280 x 960` or larger, Small images are smaller on these dimensions. Images/Music/Videos: Displays any media file. Due or Flagged: Display flagged items or items with a due date this week. Last Month/Week/Year: Displays documents modified within a given period. Documents with Annotations: Adds a smart group displaying files with annotations, e.g., highlights. Large Documents: Add a smart group displaying documents larger than 5 MB. PDF (not searchable): Add a smart group displaying all PDF documents that don't contain machine-readable text. 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. Read more about using and creating templates in the Documents chapter…