Version 4.0 beta 2
Today's release adds OpenAI's new image generation engine and Google Gemini 2.5. We also replaced some AI models with newly improved ones, like GPT 4.1. You can now adjust the size of the font used in your interactions with AI, e.g, the Chat assistant. Other improvements include better transcriptions and timestamps, better link handling in the assistant, and more useful resolutions for placeholders like prices or dates. A new AI-based script tries to geolocate images in your databases.
For faster searching, there are new keyboard shortcuts for changing the search scope. Open clicked links in foreground windows, including external links, or hold the Command key to temporarily toggle between opening the document externally or in DEVONthink. If you use a Doxie scanner, DEVONthink recognizes incoming scans for OCR. We've also added some new external scripts to use in smart rules and batch processing.
On the interface side, we have harmonized text sizes across certain popovers and made other refinements to the interface, including refreshing icons and fine-tuning spacing. For scripters, this release shows a significant performance improvement when making filtered queries. And finally, we have made migrating resources from version 3 more reliable, and fixed some bugs and crashes as we work to make version 4 even more stable and performant.
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There are now keyboard shortcuts for the scope bar of toolbar searches. Holding the Option and Control keys while pressing 1 through 4 will switch scopes when a search is active. The shortcuts are shown in the bar when holding the modifier keys.
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Added new setting Files > Multimedia > Open annotations panel automatically to open the
Annotations panel when annotating PDF documents. This setting does not affect Link, Note, or Text annotations as the panel is required for them.
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Added new external scripts, Text - Lowercase and Text - Uppercase, for use with the Script with Input/Output smart action.
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Pro — You can now refresh AI models with a button in the
AI > Chat settings.
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Pro — Added the Doxie scanner software to the list of known scanning applications.
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Pro — A new
Geolocate Image script tries to return the geographic location of the subject of an image, e.g., "Mobile, Alabama, US". This requires a Vision-capable AI model.
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Improved styling of tables and working with ordered lists in Markdown.
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Optimized MultiMarkdown code speeds up viewing and converting Markdown documents.
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More reliable handling for anchored links in HTML pages.
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Better support for dropping .webp and .avif files from Safari, e.g., into Markdown documents.
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Sheets in table view mode look better in both light and dark mode and preserve the column order and column widths.
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Better detection for Markdown content on the clipboard.
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The Info > Properties inspector supports adding properties to JPEG images not yet having any EXIF/IPTC attributes.
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The
Content > Table of Contents inspector now supports section links in web documents having an anchor with an ID right before headings.
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If Current database only is enabled in the
AI > See Also inspector, searching for a group is now also limited to the current database.
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Toolbar searches can handle some invalid syntax, e.g., item!:indexed will be internally changed to a valid item:!indexed .
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The numeric search operators, < and > , now also support alternate forms, :< and :> . This improves compatibility with Search assistant suggestions in the higher editions.
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Installing DEVONthink's Global Inbox alias removes the alias of version 3's Inbox, if present.
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The event triggers
Before Synchronization and After Synchronization no longer trigger if the smart rule doesn't target a synchronized database.
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Several smart scripts used with the Script with Input/Output action have been renamed, e.g., "Random String” is now Text - Random String.
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Greatly improved performance of AppleScript's filtering terms, whose and where , when retrieving database items.
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Many improved icons across the user interface.
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Pro — Revised Chat and Help assistant appearance.
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Pro — When a tool call is made in the Chat assistant, you may now see a "Getting Started…" message so you know it's working.
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Pro — The Chat assistant now supports downloading item links from the current conversation or its search results. It also handles links in chat responses better, e.g., when the URL scheme is missing.
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Pro — The typewriter effect of the Chat assistant now works more reliably, including when displaying code blocks or persisting when DEVONthink isn't the frontmost application.
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Pro — Revised appearance of tables in the
Summarize and Transform popover as well as the panel from the display chat dialog AppleScript command.
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Pro — AI-based smart actions work more reliably with tool calls from local AI engines and exhibit better retrieval of amounts, prices, ratings, and dates.
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Pro — Transcription via Apple Speech better handles punctation.
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Pro — The Online OpenAI transcription option in the
AI > Transcription settings uses the whisper-1 or gpt-4o-transcribe model, depending on if you're using timestamps or transcribing to searchable text. The informational text also shows that an OpenAI account and API key are required when this option is enabled.
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Pro — Replaced the GPT-4o models with the improved GPT 4.1 models, supporting up to one million input tokens, 32,000 output tokens, and up to 100 images. If you are using GPT 4.1, the cheapest and fastest model, 4.1 Nano, is used to summarize feeds while the Mini model is used in the Help viewer.
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Pro — OpenAI's O1 and O3 Mini models are superseded by the O3 and O4 Mini models (if available in your tier). These support reasoning, tool calls, and vision, with 200,000 input and 100,000 output tokens.
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Pro — Replaced the Google Gemini 2.0 Pro and Flash models with 2.5 Preview models, both supporting reasoning, tools, and vision. They support up to 65,000 output tokens.
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Pro — Vision support is now enabled for the Google Gemma 3 and Mistral Small 3.1 models in LM Studio and Mistral Small 3.1 in Ollama.
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Pro — References returned by Mistral Small are converted to links, if possible.
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Pro — International languages are better supported for local AI models, like Microsoft Phi 4 or Meta Llama 4.
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Pro — Due to template issues, these models are filtered from GPT4All: Hermes, Wizard 1.2, and GPT4All Falcon. Other GPT4All template issues have been worked around for the EM German Mistral, Mini Orca (Small), and Snoozy models. We recommend e.g., using Microsoft Phi, Meta Llama 3, or DeepSeek with GPT4All.
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Pro — The Search assistant is more reliable. We do recommend using a good mid-tier commercial model like Claude 3.7 Sonnet or GPT-4.1.
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Pro — If you clear the conversation or disable speech in the Chat assistant, it will immediately stop speaking.
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Pro — If you disable a connection type in the
AI > Graph inspector, nodes of that type will be hidden.
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Server — The users and permissions from the
Server > Users settings are migrated when DEVONthink first launches.
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Some specific sites and the context menu of bookmarks and some web-based documents could cause a crash. Fixed.
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The position of the insertion mark in text documents wasn't restored when revisiting a document. Fixed.
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The new square bracket syntax supporting alternate titles and section anchors could sometimes cause a crash. Fixed.
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WYSIWYG link editing could crash when the
Document > Links inspector was visible. Fixed.
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The metadata of Markdown documents whose first line ended with a colon wasn't parsed correctly. Fixed
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With syntax coloring enabled for Markdown documents, links of HTML tags didn't always include the trailing slash. Fixed.
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The new Wiki linking syntax used in Markdown documents, [[link|title]] , didn't use the aliases. Fixed.
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Autocompletion of Markdown transclusions or crosslinks in plain text, rich text, and Markdown didn't always work correctly. Fixed.
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In the
Files > Markdown settings, WYSIWYG images & links wasn't disabled when disabling Syntax highlighting. Fixed.
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Scrolling didn't work properly after switching between preview and source views if typewriter-like scrolling was enabled. Fixed.
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PDF documents without a text layer, automatically indexed by DEVONthink, couldn't correctly be converted to plain text or Markdown. Fixed.
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PDF documents couldn't be converted to web archives. Fixed.
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Columns in sheets with data types Set or Single-line Text didn't support values with commas, e.g., "Steinbeck, John". Fixed.
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When creating a video note, iPhones supporting Apple's Continuity Camera weren't shown as input options. Fixed.
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Clipping content via the
Sorter didn't always show if an item already existed in an open database. Fixed.
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Clipping formatted notes from our forum always showed a black background and clipped web archives would incorrectly open the print panel when viewed. Fixed.
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When renaming items in the item list, the field editor was incorrectly sized and placed in List and Column views. Fixed.
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Reloading smart groups and smart rules using extension or filename conditions could sometimes crash the application. Fixed.
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Certain search queries were broken, e.g, modified>=2025-04-06 20:00:00 modified<=2025-04-09 19:59:59 kind:Document . Fixed.
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Favorited groups didn't display custom assigned colors. Fixed.
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When renaming a database in the
Navigate sidebar, the background color was incorrect. Fixed.
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If the General > Interface > Preview group content setting was enabled and a group visible in the view/edit pane while a document or different group was selected in the item list, selecting an item in the view/edit pane switched to the item selected in the item list. Fixed.
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Cancelling a background process, like splitting a PDF into chapters, could freeze DEVONthink. Fixed.
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The Help button in several places in the interface wasn't working correctly. Fixed.
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The registration dialog would be incorrectly shown even when the application was already registered. Fixed.
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Pro — Transcribing audio and video to an annotation file overwrote existing annotation files. The new annotation files also didn't retain the original format, always producing rich text. Fixed.
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Pro — Non-database AI searches, e.g., Wikipedia, often returned incorrect links. Fixed.
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Pro — If a group was selected, links to documents returned by a database search via the Chat assistant linked to the incorrect item. Fixed.
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Pro — Image prompts for OpenAI DALL-E 3 were incorrectly limited to 1,000 characters. Fixed.
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Pro — When zoomed in, the
Graph inspector didn't scroll when selecting nodes via keyboard. Fixed.
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Pro — The current chat stopped responding or wasn't preserved when switching inspectors or closing and reopening the Chat popover or help viewer. Fixed.
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Pro — The Copy button of the
Search assistant incorrectly closed the popover when it was detached. Fixed.
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Pro — ScanSnap Manager didn't recognize version 4. Fixed.
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Pro — Using the perform smart rule AppleScript command could freeze DEVONthink if a smart rule also ran a script in its actions. Fixed.
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Pro — The download image for prompt AppleScript command could fail if the specified engine was not the default one. Fixed.
Version 4.0 Beta 1
This is the first public beta of our next generation of DEVONthink, bringing powerful new AI capabilities and significant improvements across the board.
Interact with your chosen AI engine through our new chat assistant, accessible via a convenient inspector or popover. Ask questions about your documents, modify properties, conduct web searches, all through natural language. Let AI translate your requests into DEVONthink's native search syntax or summarize and transform text like Apple's Writing Tools. Detect text within images and handwritten notes, transcribe audio/video, and even generate images directly in DEVONthink.
PDFs lacking OCR are now automatically searchable. For sensitive documents, legal, financial, etc., create audit-proof databases and convert PDFs to PDF/A for storage. We've greatly improved document editing, including options to modify the table of contents and create bookmarks within PDFs. DEVONthink now retains multiple versions of edited documents allowing quickly going back to previous versions. New AI-powered inspectors provide intelligent tagging support and visual relationship graphs.
Team collaboration is smoother than ever with our completely rebuilt web sharing interface. Simpler yet more powerful.
For automation enthusiasts, we've incorporated new and improved smart actions, including AI-powered options for users of all skill levels. The modernized scripting dictionary offers expanded commands, properties, and parameters, while batch processing allows you to save workflows as reusable configurations.
We've continued our commitment to usability, performance and reliability throughout the app.
Note:
DEVONthink now requires macOS 13 Ventura or later. This is a public beta and should not be used in production environments.
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Web sharing has a new, modern interface, simplified and refined. The interface was rebuilt using current web technologies in a new design with improved navigation, controls, and inspectors. It also is much more responsive when handling a large number of items.
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Pro — A new Chat assistant lets you interact with your chosen AI engine. Ask questions about a document, create a new one with the response, or just perform a web search. Modify or replace text in the selected document. Capture or copy AI-generated images created in the chat. For increased context, select documents or locations and let the AI work with them. The Chat assistant is accessible via the
Chat inspector or the
Chat popover.
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Pro — In the scope bar of a toolbar search, the AI button lets you enter a natural language query in a detachable popover and have AI translate it into DEVONthink's search syntax.
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Pro — The Summarize via Chat popover, reachable, e.g., from a document's navigation bar or the
Edit menu, let's you quickly summarize selected text or whole documents via AI in various formats: text, bullet points, key points, and table. You can also customize the output via prompt.
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Pro — The Transform Text via Chat popover, also reachable from a document's navigation bar or via
Edit > Transformations rewrites selected text, e.g., as friendly, professional, or concise.
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Pro — The annotation commands in the Annotations & Reminders popup menu let you insert AI generated summaries. For images and media files that have recognized text saved as
Searchable Text, you can insert the transcription.
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Pro — Let AI assign tags, labels, and ratings via the
Data menu, context menus, smart rules, and batch processing.
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Pro — The
Graph inspector lets you visualize the connections between documents, based on item links, mentions, WikiLinks, and more. Double-click related items to open them.
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Pro — In the
RSS settings, a new option, Show chat summary in notification center, sends AI summaries of new articles to the macOS Notification Center.
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Pro — You can now find several AI-driven templates, showing how AI can be used to create reusable documents. For example, there are templates to create story outlines, documents with answers to questions about a document, or even drafts of scripts.
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Pro — A new trio of
AI settings provides a host of controls to set up AI engines for general use, text-to-image generation, and media analysis and transcription. Configure settings for search scope, interactions, and text summarization. Set default parameters for image creation and transcription, including the engine of choice and where to save recognized text.
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Pro — The
Files > Import settings have options to control AI features like analysis and transcription of images and media files as they're imported.
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Pro — New AI-supported smart actions or placeholders provide a conduit for AI to work with your databases. Let smart rules query the AI and act on the response, classify documents via generative AI, and use AI in batch processing.
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Pro — Use AI in your own scripts with new AppleScript commands, e.g., download image from prompt and display chat dialog . You can find AI-driven example scripts in the
Scripts > Chat menu.
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Pro — PDF documents without a text layer are now indexed using macOS, even handwritten text. This only works on PDFs without embedded text. Modified documents lacking a text layer for some pages will have one produced after the first save.
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Pro — Transcribe text in images, including handwriting, as well as convert speech to text in audio and video files via the
Data > Recognition submenu, the context menu, or even automatically when importing files.
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Pro — New options in the
Files > Emails settings let you specify hotkeys for importing messages or mailboxes from the active email client, either Apple Mail or Microsoft Outlook. This can bring back the familiar feeling of the legacy Mail plugin's behavior.
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Pro — A new
Files > Tags settings pane consolidates tagging options and operations, including conversions, automatic tagging, and how Finder tags are handled.
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DEVONthink's new
Help viewer lets you use a Chat pane to ask questions and receive AI responses directly from the documentation. And if you aren't a native English speaker, ask for explanations in your own language.
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Versioning. Includes the
Versions inspector where you can browse and restore previous versions of a document you're working on. Controlled by the options in the
Files > General settings, returning to variations of a document is only a few clicks away.
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Audit-proof databases are perfect for storing important legal or financial documents securely. These databases ensure documents remain unaltered, and any deletions are fully tracked.
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With the new Add to Table of Contents command in the context menu of the
view/edit pane and the
Thumbnails inspector, add your own PDF bookmarks and create a custom table of contents for your PDF.
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Web-based documents now support item links that include a reference to the selected text via the Copy Selection Link context menu command. For bookmarks, the Copy Link with Highlight command copies a link to selected text. When using such a link, the previously selected text is highlighted.
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Added
Data > Convert > To Bookmark to convert the URL of a document to a separate bookmark. This command is also available in the contextual menu of the item list, in smart rule actions, and in scripting.
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Added the option Update name of WikiLinks in square brackets automatically to the
WikiLinks settings.
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Document editing now uses improved formatting controls in the
Editing > Format settings. These include setting a maximum line width, margins, and line spacing, either by points or percentage. This applies to text-based formats, including the source of HTML-based documents.
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Typewriter-like scrolling is now available, keeping the currently edited line in the center of the page. This can be enabled in the
Editing settings or the
Format menu.
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Added a new
Tags inspector to aid in tagging items using our internal AI. Suggested tags and a graph showing the connections between existing tags can help clarify your choices.
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A new Assign Existing Tags command examines the current document, looks for similar documents, and applies tags they use. If none are found, existing tags found in the title and text are used. This command is available in the
Data > Tags menu, the
Files > Tags settings, and as a Tags > Assign Existing Tags smart action. This will only apply existing tags.
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Batch processing now has its own dedicated window where you can create and save batch configurations for future use.
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Toolbar searches have a new Related Words option, utilizing words contextually similar to your entered search terms. These are words detected by the internal AI as being connected similar to how you'd find them in the
Concordance inspector.
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The action menu of videos now has a Capture Image command.
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Added a Capture with Source Link command to the contextual menu of documents, clipping selected text and a source link to the document in the
Sorter's Take Note tab. Supports plain and rich text, Markdown, HTML-based formats, and PDFs.
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The Remind Me command in the
Data and context menus lets you quickly add or remove DEVONthink reminders to selected items.
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Added Add Default Smart Groups and Add Default Smart Rules commands to the
Navigate sidebar's + button to easily reinstall DEVONthink's built-in items.
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Added Preview group content to the
General > Interface settings to display documents contained in the selected group in the view/edit pane.
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All automation has been greatly extended. There are many new
smart actions for smart rules and batch processing, including: a user-controllable Find & Replace action, a new batch action for User Input, and an action to process incoming information from previous actions and output information to subsequent actions. New placeholders can be used in a variety of places. We also have added new templates, scripts, and
smart rule scripts, as well as many commands to DEVONthink's already deep scripting capabilities.
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Server — The web sharing interface updates when shared databases are closed and opened.
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Server — If the web server becomes unreachable, a notice will be shown in the web sharing interface when it becomes available again.
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Server — In the
Server > Users settings, logged in users have an indicator next to their username.
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Server — You can now set a Session Expiration in the
Server > General settings to automatically log out idle users.
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There are many improvements to Markdown editing. Edits to Markdown documents now support live scrolling and updates in the side-by-side view so your changes are shown in real-time. There is now a default Markdown font used as the source and preview font if no styling is applied. Markdown WYSIWYG editing now displays images or links instead of showing the raw source code. Attached images, PDFs, or media files can be Control-clicked in the source or preview of Markdown documents with options to be copied, edited, or revealed. In the case of images, you can set the document's thumbnail.
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Apple's Writing Tools are now supported in HTML-based formats in the latest updates of macOS Sequoia on M-series Macs. Accessible from the context menu, a toolbar button, or the
Edit > Writing Tools submenu.
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Improved file conversions, e.g., multiple web-based formats, including EPUB files, to Markdown or paginated PDFs, and converting Markdown to PDF. There are also many other improvements that try to preserve data during the conversion.
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Item links in documents, called 'crosslinks', can be quickly created by typing >> , followed by the initial letters of an item's name. Matching items in the current database are shown as suggestions. Only supported in plain text, rich text, and Markdown.
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Square bracket
WikiLinks support alternate names and section anchors, e.g., [[Technical Note 15040|Email Issues#remedies]] .
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You can now organize your custom items into groups in the
Navigate sidebar. This applies to your favorites, smart groups, and smart rules.
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The
Info inspectors have been reorganized and now include the Annotations > Reminders inspector.
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Reminders now launch DEVONthink one minute before an alarm is set so it's no longer required to be running all the time. Alarms now include Send Email with Item Link and Send Email with Attachment, allowing you to email the document directly.
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The
Table of Contents inspector now supports multiple selections, hiding page numbers, and copying paragraph links for rich text documents. For PDFs the entries can be organized, renamed, or removed. For rich text and Markdown documents, reorganizing the table of contents reorganizes the contents of the document as you move the sections. And drag-and-drop to external applications creates a page link to each dropped page.
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Removing linked text in Markdown documents via the
Document > Links inspector preserves the text and only removes the link.
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An improved
See Also inspector shows more accurate classify suggestions.
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You can assign colors to groups via the
Generic inspector or
Info popover.
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A spinning progress indicator now appears beside a database's name in the Navigate sidebar while it's actively synchronizing.
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All database types can be created via the
File > New submenu.
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The
File > Export > Database Archive command preserves the database type, e.g., an encrypted .dtSparse file. Before exporting, you will need to provide an encryption key for encrypted or audit-proof databases.
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The
Data > New > With Clipboard command more intelligently creates a format appropriate to the type of data on the clipboard, e.g., Markdown files when Markdown content is detected.
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The New and Action toolbar button menus have been restructured for clarity.
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Creating subcriteria in searches now supports a more commonly used phrasing, e.g., (name:invoice OR name:receipt) AND added:#7 .
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The scripting suite has been completely rewritten with many improvements, including: new commands, properties, and parameters, better support for JavaScript for Applications (JXA), better result handling, and many code examples to show how commands are used.
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The Settings panes have been reorganized to keep similar functions and concepts together. This reorganization has produced some new panes, e.g., the
Files > Tags settings, as well as many updates to others, like setting label colors in the
General > Labels tab. The settings for higher editions are located at the end of the panes, following the Sync settings.
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The
Editing settings have been restructured for clarity. This includes new Spelling & Grammar and Substitutions sections, as well as Check and correct spelling in rich text documents only and Smart quotes and dashes in rich text documents only options. Margins, line spacing, and fonts are found in the Format settings, and changing highlight colors is now done in the Highlighting settings.
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Adding tags on demand, e.g., via the Add Tags From Document smart action, etc., now also uses the Finder comments on documents.
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DEVONthink has also received many subtle cosmetic updates, including redrawn icons.
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CoverFlow view.
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French localization.
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Context menu commands Summarize and Create Table of Contents.
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Based on sentences/paragraphs summarization option from the
Editing settings. Replaced by new summarization tools, e.g.,
Edit > Summarize via Chat, in the higher editions.
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Commands File > Import > Notes from Yojimbo and File > Import > Notebooks from Evernote. Importing Evernote's .enex files is still supported.
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The "Create Version" and "Remove Obsolete Versions" smart rules, now replaced by the
Versions inspector.
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Commands Scripts > Rename > Subject and Scripts > Comments > Convert to Tags, replaced by new and more versatile smart actions.
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