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Digital File Cabinet with tags? Hopefully contextualization?

 1 year ago
source link: https://forums.macrumors.com/threads/digital-file-cabinet-with-tags-hopefully-contextualization.2375686/
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Digital File Cabinet with tags? Hopefully contextualization?

YoitsTmac

macrumors regular

Original poster

Aug 30, 2014
Does anyone have any software they recommend for digitally organizing the paper documents in their life? My issue with paper is that I have all my documents in different folders, but some should be in multiple. For example, I have a sketch I made for an automotive product I made. That should be categorized in a few tags "sketches," "product development," and "automotive". On a more relatable level, how about car insurance receipts? "automotive" "insurance" "receipt" "nov22". Does anyone have any software they recommend for this?

There's Evernote, but that's a monthly subscription and I only need it locally (I also don't enjoy evernote). There's eFileCabinet, which has no images of the actual product on its website. EagleFiler looks good, anyone have experience? There's "Paperless," but all their screenshots look quite old and I'm concerned about long term support. Devonthink I just found prior to posting this and looks really good. Surely I am not the only person who wants to digitize their papers and finds the notes app inadequate.

Otherwise, I was thinking of using Finder and using forklift to try and help me empower the tags? Seems messy...would love some insight.

jmckenzie

macrumors newbie
Oct 31, 2022
I used Devonthink for many years, but am not an ideal reviewer as I am content with a lesser level of organization than I think you will be. It can do great things, but you have to commit to the program and the workflow, and I couldn't be bothered, in the end. lf I were you I would lean more toward Eagle Filer, because it works on top of the Finder, and you can always access your documents without invoking the program if you want. This seems much more future proof.
Reactions: eltoslightfoot

eltoslightfoot

macrumors 65816
Feb 25, 2011 1,418 1,790
I use DevonThink for this purpose and it is really nice for this. You can set up rules to move different digitized documents to folders automatically. Then from your iphone use a scanning program (I use Scanner Pro)—which can send directly to DevonThink. DevonThink also uses encrypted iCloud databases. (with Advanced Data Protection, it would be double-encrypted?)

I don’t disagree with @jmckenzie however on the longevity. DT is pretty much a one man band.

cthompson94

macrumors 6502
Jan 10, 2022 SoCal
I use an app called "Genius Scan". Similar to the Adobe Scan (if you have used that) where you can use the camera to take a picture of whatever file(s) you want and they get converted automatically to pdf. The app automatically detects edges so that the table or whatever you are using to hold the paper doesn't show, and it does a prettty good job with filling in tears that may be in the paper also with somewhat crinkly paper. It was a one time purchase for some of the "pro" features, and the only subscription model I believe (sorry I am at work with no access to the app currently) is if you use their cloud for storage. Instead of this I have it set to automatically upload all scans to my iCloud drive and within the app there is a tagging system just as you mention and remembers the previously used ones so for me if I scan a medical related document I can just click "medical" then "who the doc is for, like myself or daughter or something" I also do the same for Taxes where I just have the general tag "tax" then I have a tag for each type of form and the year

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