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Document Management - a bit OT

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Posted by Stephen Zeoli
Nov 23, 2018 at 01:53 PM

 

This may not seem “smaller and less complicated,” but TheBrain would handle this very well. You can drag documents into the Plex under the “thoughts” (read folders) they belong to. You can attach any document to multiple thoughts, if that helps (i.e. you’re not restricted to one folder). You can classify each document with multiple tags. You can use the notes tool to annotate the documents. When you click on the documents, they open in their native application.

This short tutorial demonstrates many of these functions:

https://youtu.be/FwZmesy5toQ

Of course, TheBrain may not work well if others need to access the files from other computers.

Steve Z.

 


Posted by Patrick Rentsch
Nov 23, 2018 at 02:40 PM

 

You could try Hazel from https://www.noodlesoft.com .

 


Posted by Jeffery Smith
Nov 23, 2018 at 03:22 PM

 

It just so happens that I have a copy of TheBrain 8 but it has basically been untouched for the most part. I’ll give it a go as well.

Stephen Zeoli wrote:
This may not seem “smaller and less complicated,” but TheBrain would
>handle this very well. You can drag documents into the Plex under the
>“thoughts” (read folders) they belong to. You can attach any document to
>multiple thoughts, if that helps (i.e. you’re not restricted to one
>folder). You can classify each document with multiple tags. You can use
>the notes tool to annotate the documents. When you click on the
>documents, they open in their native application.
> >This short tutorial demonstrates many of these functions:
> >https://youtu.be/FwZmesy5toQ
> >Of course, TheBrain may not work well if others need to access the files
>from other computers.
> >Steve Z.

 


Posted by Jeffery Smith
Nov 23, 2018 at 04:35 PM

 

Stephen,

Can I contact you offlist? I’m going to try out TheBrain 10, which I actually had purchased when they updated it about 10 months ago. I just had a few questions about file storage and TheBrain.

Jeffery

Stephen Zeoli wrote:
This may not seem “smaller and less complicated,” but TheBrain would
>handle this very well. You can drag documents into the Plex under the
>“thoughts” (read folders) they belong to. You can attach any document to
>multiple thoughts, if that helps (i.e. you’re not restricted to one
>folder). You can classify each document with multiple tags. You can use
>the notes tool to annotate the documents. When you click on the
>documents, they open in their native application.
> >This short tutorial demonstrates many of these functions:
> >https://youtu.be/FwZmesy5toQ
> >Of course, TheBrain may not work well if others need to access the files
>from other computers.
> >Steve Z.

 


Posted by Alexander Deliyannis
Nov 23, 2018 at 04:39 PM

 

Is this in a shared drive? One mapped to your computer, e.g. as F:, but located in a file server in your local network?

In such case, I assume you’d want them to stay there available for others, so you would have to _link_ to them rather than actually attach (import) them in whichever tool you choose.

Jeffery Smith wrote:
>I then have to
>figure out what the document pertains to, and drag it to an appropriate
>folder and subfolder.

 


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