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Automating Document Management
- Automate document organization, especially downloads, using Hazel.
- Regularly create rules for different file types to reduce clutter.
File Naming Strategy
- Name files clearly and strategically for easy searching.
- Use specific keywords you'd search for, like "washing machine manual".
DevonThink for Business
- Rosemary uses DevonThink to manage business documents, like invoices and receipts.
- Custom metadata fields automate tax return preparation, proving crucial when her accountant lost documents.