However, what has not been pointed out is DEVONthink's achilles heel and the reason why I have finally given up on it.....SYNCING between devices, other Macs , iPads and iPhones. iOS 7 has killed syncing Numbers docs, which was the final straw for me.
This discussion is very pertinent to me, because this is where I'm struggling as well. I have the following:
ScanSnap
OmniFocus (Mac/iPhone/iPad)
DevonThink Pro (got it in a bundle, and have just started looking at it)
Paperless (Mariner Software)
EverNote (Mac/iPhone/iPad)
Hazel
JotNot Pro (iOS)
Documents to Go (iPhone/iPad)
QuickOffice (iPad)
Bento (Mac and iOS)
I can honestly say I have every single email client available for iPhone or iPad (AltaMail, Boxer, Emailganizer, Seed, EvoMail, IncrediMail, etc. etc.)
Can anyone say application/productivity junkie?
I do not like being tied down to an office (or even a Mac outside of the office). In fact, I've worked at home for 20 years, and my "office" seems to float around the house from room to room. Even though I technically have a ROOM that is my office, I don't work in it that much - LOL. I am frequently out and about and need to email a PDF to a client or read a Word document that someone sent me 2 years ago (or worse a WordPerfect document from 10 years ago), or quickly "scan" a receipt at a store with JotNot Pro so I can toss the paper. Combinations of Dropbox, Hazel, Evernote, Omnifocus, etc. keep me trying to figure out a way to make this more seamless.
Originally I was using Paperless, using SnapScan, various apps, Dropbox and Hazel to get things into Paperless easily. Despite Mariner's warnings against it, also had a symlink of the Paperless file structure in my Dropbox. As long as I had a clue of the date of a PDF that was in Paperless, I could find it in the Dropbox app and use it on iOS. When Mariner changed the naming scheme for Paperless awhile back though, that routine was totally defeated.
So, I've been considering beefing up my Evernote use. But honestly, even though I can actually get to everything in Evernote on my iPhone, the iPhone UI is cramped and difficult to manuever. Not only that, as a true "document manager" Evernote seems lacking. I suppose I could try to use AppleScript to allow me to import documents into Evernote with the creation date intact, but that is something that should just be "automatic" for a document manager. That is one of the great things about Paperless I guess. It would actually scan a document and try to "date" the document by finding dates in the text.
I think it would be overkill/disastrous to try to convert OmniFocus into a document manager.
Currently DevonThink requires that I know in advance what I need on devices (I think - I've heard that an update was supposed to make this different, but their documentation seems to indicate that this is the case), and I'm not sure I want to spend $15 on their iOS app just to test it all out.
It just seems to me that even though I own almost all of the best "document and productivity" software the Mac and iOS has to offer, I still don't actually have a clear picture of how to have a great and automated document management system on my Mac that can be easily and quickly accessed on iOS (the latter being the gotcha - there are plenty of ways to have a really great document management system ON THE MAC, I just want to make it mobile).
I'm happy to use Hazel, Applescript, etc. to assist on the Mac side if that would help. I could just stick with "folder structures" so that I can poke around for things on iOS, but the beauty of a decent document/thought management system is the searching ability, and by sticking with a folder structure and Dropbox I lose all of that!
Has anyone truly solved this?
Thanks.
Danita