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Yep: [Closed, Sink] How do I make Yep manage my PDFs in a single folder like iTunes?

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    Some users may prefer to have Yep manage where documents are stored.
    For example, you might want Yep to automatically file new documents into the
    Yep Documents folder.


    Additionally, you may not want to see any PDF files that you haven't
    explicitly added to Yep Documents. (For users of earlier versions of Yep, this is how
    Yep 1.2 used to work. With
    Yep 1.5 it is possible to see all the PDFs on your computer but you may not want
    this).


    To set Yep up to do this, please follow these instructions:




    • Open Yep's Preferences dialog and select "Tracking" (make sure the "simplified"
      tracking settings are shown).

    • Un-check all the checkboxes (leaving only Yep Documents checked, which you can't
      un-check anyway).

    • Yep will now only show documents that are located in the Yep Documents folder.



    If you have a Fujitsu ScanSnap:



    • Open the ScanSnap Manager, select Settings... from the ScanSnap Manager menu.

    • Add the application Yep to the application tab.



    Some workflow examples


    To add a new document to Yep:



    • Drag PDFs to the Yep icon in the dock or into Yep's centre window.

    • Yep will ask whether you want the new PDFs moved to your Yep Documents folder.
      Choose "Move Document(s)"

    • Add tags to documents.


    Printing from another app:



    • Choose Print from app's File menu.

    • Choose "Save PDF to Yep" from the drop-down PDF menu.

    • Switch to Yep and click "Untagged" from the tag cloud. Yep then shows you all your
      untagged documents, including the PDF you just printed.

    • Tag document and optionally choose "Move to Yep Documents Folder" from Documents menu.


    Using the ScanSnap:



    • Scan document by placing it into ScanSnap.

    • ScanSnap manager will send newly scanned document to Yep.

    • Yep will ask whether you want the newly scanned PDF moved to your Yep Documents folder.
      Choose "Move Document"

    • Add tags to document.

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    As a feature request, it would be nice if there was a "Consolidate Library..." option (like iTunes). This would move all active PDFs in Yep to the Yep folder. This would be useful for new Yep users with using Yep for all PDF document management.
    • CommentAuthoreN0ch
    • CommentTimeMay 9th 2008
     
    Tom,

    Don't know whether this would be possible with PDF Services, but it would be nice if printing to Yep could be made more efficient. Would it be possible to have a popup dialog allowing you to tag, rename, and file the document as part of the printing process.
    • CommentAuthorpaxton
    • CommentTimeMay 13th 2008
     
    I second eN0ch's requests.
    • CommentAuthorguest
    • CommentTimeJun 22nd 2008
     
    <strong>Guest:</strong><br /><br />I STRONGLY agree with Russell Stuever !
    It would make this an over the top must have APP!!!!!!
    • CommentAuthorguest
    • CommentTimeAug 9th 2008
     
    <strong>Guest:</strong><br /><br />I am trying out YEP and I have PDFs ALL OVER my computer.
    If this program would consolidate them to one folder and placed all new ones in that folder I would buy this
    app immediately.
    But as it stands...... I'll just keep up with the chaos like I have been.
    PLEASE ADD THIS FEATURE.
    •  
      CommentAuthorjmah
    • CommentTimeAug 9th 2008
     
    There is a "Move to Yep Documents..." command in the Documents menu; does this help you?
  8.  
    Before you use Move to Yep Documents, you need all your tracking folders 'on', then you need to move all your PDFs to the Yep Documents folder, then turn off tracking for other locations. Keep in mind that with Yep you really ususally don't want to have all your PDFs in one place, as it can find them anywhere, and this allows you to keep them where ever you want them for other purposes. For example, a PDF on coffee growing could be placed in a folder with other items conccering coffee, and have tags of 'farming' and 'tropical' added to it. Then you will see the PDF if you use the Finder to go to the coffee folder, or you use Yep and click on the 'farming' tag, etc.

    --Tom
    • CommentAuthorRhetTbull
    • CommentTimeAug 10th 2008
     
    I agree with the recent guest. Yep advertises itself as iPhoto or iTunes for PDFs but doesn't act at all like either of these apps. You can force Yep to track a single location as Tom has mentioned but that only goes part ways towards solving the problem. Documents still end up littering the Pending Documents folder and Yep still nags you to move the document if you drag a document into Yep. If I want documents all over my hard drive, I can use Leap to find and tag them. I'd like Yep to simplify my life and store everything for me, without any special settings and without me thinking about it or getting nagged to move the file or mess with tracking locations. iTunes and iPhoto work that way out of the box and work splendidly. I use Yep many times a day and have since it was first available and this is my biggest frustration with it. As to EN0CH's request...about tagging from the Print to Yep feature...that would be great too! An it should be easy to implement. A PDF service can be any application so Yep could have a helper application to accept the PDF, tag it and add it to Yep (and move it to the Yep documents folder instead of leaving it in Pending Documents....)
    •  
      CommentAuthorBLUEFROG
    • CommentTimeAug 11th 2008
     
    Documents still end up littering the Pending Documents folder and Yep still nags you to move the document if you drag a document into Yep.
    While I agree that it would be nice to turn off the "Moving Documents" warning, I disagree with your assessment of the Pending Documents folder. There are many docs that I have in mine that have been in there for months. Whether they are just test files or I just haven't gotten around to tagging them, I'm glad I don't have to search for them in the Yep structure. It's a nice holding tank.

    ...about tagging from the Print to Yep feature...that would be great too!
    I agree that enoch's suggestion is a great one!
    • CommentAuthorRhetTbull
    • CommentTimeAug 22nd 2008
     
    BLUEFROG said:
    > I disagree with your assessment of the Pending Documents folder.
    The problem is that most of the documents in my Pending Documents folder are NOT pending. They have been tagged, renamed, etc. Yep leaves them there unless I explicitly move them. I don't mind documents being stored there in a "holding tank" as you said but I wish they were automatically moved when tagged. I don't want to have to think about managing documents, moving them, etc. The other problem with Pending Documents is that by default, it's in a different folder than Yep documents. My Yep documents is in a folder that is automatically backed up. I believe the default location for Pending Documents is in Application Support, which is a folder I don't automatically backup unless I know some application (such as Yojimbo) stores important data there.

    Any file that gets added to Yep via Print to PDF gets added to Pending Documents and stays there forever unless you move it. That's how I get a lot of my data into Yep.
    • CommentAuthorguest
    • CommentTimeAug 27th 2008
     
    <strong>Guest:</strong><br /><br />I agree with RhetTbull......
    Why won't the application just move it to the yep folder once it is tagged?!?
    I don't want to have to think about managing documents, moving them, etc.!!
    • CommentAuthoreN0ch
    • CommentTimeAug 27th 2008
     
    I hadn't really thought this one through until just now. But actually I agree too; it would be very sensible for Yep to automatically move tagged files to storage instead of the user needing to manually click some extra keys to move them.
    • CommentAuthorTerry
    • CommentTimeAug 28th 2008 edited
     
    I'll jump on this bandwagon as well.

    last part of comment moved to Feature Request: Write to Spotlight Comments
    • CommentAuthorguest
    • CommentTimeNov 18th 2008
     
    <strong>Guest:</strong><br /><br />and here we stand a few months later......
    nothing changed....
    I'll check back in a few months.....
    Like I said earlier.... I will buy this the moment this feature is added!!
  16.  
    I turned off pending documents once I realized it defaulted to a folder inside of /Applications. I dislike ANY data going someplace outside of ~/
    •  
      CommentAuthorBLUEFROG
    • CommentTimeDec 27th 2008
     
    ?? This is not the default Locations for Pending Documents in a typical installation. The default location is ~/Library/Application Support/Yep/Pending Documents.
  18.  
    I might have misread that then, it was late. I turned it back on and it is indeed in Application Support.
    •  
      CommentAuthorBLUEFROG
    • CommentTimeDec 27th 2008
     
    LOL - Man, you had me a little worried for a second there! 8^)
  20.  
    Sorry :) You should have done tech support for Voyager in the late 80s when I got a call from someone wondering why Silly Noisy House (children's title) had a icon of a woman in a rather, well, not suitable for children pose. When I finally realized what was going on (Neither us nor Mike Seinz had changed the type/creator of our Director Projector applications) I had to explain the desktop database to her, why it was not our fault and how to correct it with command-option while booting. Not sure what ever happened to her husband though.
    • CommentAuthorguest
    • CommentTimeJan 19th 2009
     
    <strong>Guest:</strong><br /><br />Is there any intent to add the feature of &quot;CONSOLIDATE to YEP?&quot; . For those that want it, they could use it, for those that dont want it , it could be turned off.
    •  
      CommentAuthorBLUEFROG
    • CommentTimeJan 19th 2009
     
    It is a feature that is under consideration. Since it can be such a brute force mechanism, it isn't one to jump lightly into but thanks for weighing in on it.
    • CommentAuthorguest
    • CommentTimeMar 3rd 2009
     
    <strong>Guest:</strong><br /><br />any updates here or are you still considering
    • CommentAuthorguest
    • CommentTimeMay 26th 2009
     
    <strong>Guest:</strong><br /><br />I want to add my vote for a consolidation feature as well as having the tags added in fresh viewable in Yep
    • CommentAuthorguest
    • CommentTimeOct 20th 2009
     
    <strong>Guest:</strong><br /><br />Sadly, the advice above doesn't quite work out; Smart Collections still show files that are outside the areas in question.
    •  
      CommentAuthorBLUEFROG
    • CommentTimeOct 20th 2009
     
    @Guest:

    Please start a new thread with more specific comments. This thread is old and all over the place so I am closing it.

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