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Appendix

Application Icon   First and Last Steps

Installing

If you haven't already installed DEVONthink, here are the easy steps to accomplish that:

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    Download an installer from our Download page.
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    If your browser isn't set to open safe downloaded files, double-click the ZIP file to decompress it. You will see a disk image file.
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    Double-click the disk image to open it.
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    Drag and drop the application from the disk image to the Applications folder shortcut.
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    After the application has copied, press ⌘E to eject the disk image.

Note: DEVONthink should be installed in the /Applications directory to properly work with macOS Services and DEVONagent. Also, while a logout/login or a restart isn't required, it is recommended.

macOS Privacy Options

With continued changes in Apple's security policies, you are now required to explicitly grant permissions for many actions your applications perform. Regarding DEVONthink, here are options you always should allow in macOS' System Settings > Privacy & Security, noting these allowances already had been granted for years preceding Apple's changes:

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    Full Disk Access: Provides access to the filesystem, including your Desktop, Documents, mounted volumes, as well as Safari bookmarks and history, its own application resources, and items in your user Library.
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    Automation: Several features in DEVONthink interact with other applications, including the Finder. Press when prompted "DEVONthink want to control application X"
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    Local Network: Starting with macOS Sequoia, you need to give DEVONthink access to devices on your local network, e.g., a multifunction scanner/printer. This is also required for using Bonjour syncing with your devices.
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    Contacts: Provides access to your Contacts, used when importing contacts or handling emails.

Some of the features of the Sorter require specific permissions. Enable DEVONthink for these settings:

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    Accessibility: To use the Copy Selection function.
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    Screen & System Audio Recording: To use the Screen Capture function.
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    Camera: To use the Video Note function.
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    Microphone: To use the Audio Note function.

Licensing

Now that you've got DEVONthink installed and given it permissions, you want to activate your license on this Mac. A purchase or upgrade comes with two seats so you can install on two Macs, say a desktop and a laptop. Do this on each Mac for which you want to use a seat….

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    Log into your DEVONtechnologies customer account.
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    Click the appropriate product in the Your Licenses section to display your licensing information.
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    Click the Activate button at the top. If prompted by your browser, okay opening DEVONthink.
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    Press Register and you're all set.

Updating

Updates to DEVONthink are done per the schedule set in Settings > General > General > Check for Updates. If you'd like to check manually, choose DEVONthink > Check For Updates.

Note: When checking for updates no information is uploaded from your computer to the DEVONtechnologies server. DEVONthink only downloads a file containing a list of the current versions to compare with your installed version.

If you need to manually update the software, follow the previous installation instructions, but allow the Finder to overwrite the old version. Your database(s) will not be affected. To avoid any potential problems, do not use a third-party uninstaller utility. Just replace the current version, as directed.

Uninstalling

If for some reason you need to fully uninstall DEVONthink from your Mac, trash the following files and folders (~ stands for your account's home folder):

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    The DEVONthink application
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    ~/Library/Application Support/DEVONthink
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    ~/Library/Application Scripts/com.devon-technologies.think
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    ~/Library/Preferences/com.devon-technologies.think.*
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    All DEVONthink-specific scripts in ~/Library/Scripts
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    All DEVONthink-specific workflows in ~/Library/Workflows/
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    All DEVONthink-specific scripts in ~/Library/PDF Services/
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    Excluding Safari, uninstall the DEVONthink browser extension, following the uninstallation process for the particular browser.
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    Bookmarklets from your web browser
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    The alias to the Global Inbox folder in the Finder's sidebar
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    Keychain entries containing devoncloudy in the name

Note: In troubleshooting situations, please do not uninstall the software without talking to our support team beforehand. Most issues can be resolved without uninstalling the software.