On WriteRoom, Simplenote, and Plain Text Syncing

Taking notes. It's a mundane task. 

I don't usually think much about the tools I use to take notes, but I was recently prodded into a bit of experimentation. It began with the expiration of my yearly Simplenote subscription. 'Why not try something else out?,' I thought. It's not that I don't like Simplenote. It's great. But I've never tried anything else beyond Apple's paltry notes and the overpowered Evernote. Surely there are other worthy contendors out there.

What began as a simple search for an alternative snowballed into a larger project. I began by mulling over what is important to me when it comes to the note-taking (and note-retrieval) process. Ubiquity, certainly. I want my notes to be available anywhere, on any device. I want to be confident that the changes I've made to a note on my iPhone or on my Mac at work will sync back to my Mac at home. Simplicity, too. For all the praises of Evernote, I just can't use it without wincing. It's just so ... heavy. I need something light, like Simplenote.

Then there's format.  As a rule, I try to keep all of my important notes in plain text, stored in individual files. One reason for this is longevity. This is the one format that will always be accessible. Another reason is utility. Plain text may be cut and paste into just about any application. The final reason is portability. I store all of my important plain text documents (all of my documents, really) outside of databases, in individual files accessable through the Finder. File sizes are tiny, and I can move these files around and modify them with ease. So I want a tool that specializes in plain text.

What else? I also quite liked that I could email myself notes with the Simplenote premium service. I'd like to keep that ability. And I want to keep my notes synced with a lightweight desktop client. With Simplenote, I use the free Notational Velocity (actually, I'm using nvALT, a fork of NV with some extra capabilities). I'd like to keep using that. And I'd like to add one new thing that I've never tried: I want my notes to sync with my desktop file organizer, EagleFiler.

With all of these criteria in mind, two alternatives stuck out: WriteRoom ($5) and PlainText (free), both by Hog Bay Software. I tried both tools and settled on WriteRoom (even though PlainText meets most of my needs and looks great, it has no search capability. That's a deal-breaker). 

What follows is my solution for the syncing bit. This solution allows me to store all of my notes in one folder on my Mac. If I change a plain text file within EagleFiler, within nvALT, on my iPhone, or by directly editing one of my files via the Finder, the changes will be synced across-the-board.

You may wonder why I want my notes in both Notational Velocity and in EagleFiler. The answer is that it's more convenient and flexible. On the Mac, Notational Velocity is a speedy way to get to a note to modify it, or to quickly add or delete a note. EagleFiler (EF) is where all of my important documents reside, so I'm often using it (why switch to another program if I don't have to?). Added to this, EF is where I typically add metadata to my notes (flags, tags, etc.). And since all of my documents are in EagleFiler, I can perform more complex searches to easily locate, say, all notes and PDFs and other documents that contain certain keywords. Also, it's easier to move bits of text from my notes to other documents within EagleFiler.  

Here's how I set up syncing using WriteRoom, although a similar scheme works with slight modifications for Simplenote and PlainText. I'll get into some of those differences at the end.

Using WriteRoom

1. The first step is to buy the iOS version of WriteRoom. Log in to WriteRoom using an existing Google ID (you can also chose to host your own sync service) and select 'Sync Automatically' from the apps Settings menu. Then head to simpletext.ws and log in, using the same Google ID. You can now sync your notes to this subscription-free online service.
2. Now you’ll need to get the free SimpleText Mac client from Hog Bay Software and install that. This tiny app runs in the menubar. When you first run it, it creates a new folder in your Home folder called 'SimpleText.' Open the SimpleText app Preferences and choose to 'Start on Login' and 'Automatically Sync When Local Files Change.' Your text notes will now sync to the newly-created 'SimpleText' folder. Each note will be stored as an individual file.
3. Next, you need to create a folder within EagleFiler. I called mine 'Sync.' Once created, you need to download and install a free app called 'MacDropAny.' This simple tool allows you to sync any folder on your Mac using Dropbox (Note: you need to be a Dropbox user to use MacDropAny).  When you run MacDropAny, you'll be asked to select a source and destination folder. The destination folder is that which you've just created within EagleFiler (you'll have to find it via the Finder). The Source is your 'SimpleText' folder where your notes are held.
4. Now here's where you'll notice a problem. MacDropAny won't allow you to select an existing folder as your 'Source.' How do you get around this? Here's what I did. I temporarily copied my existing text files residing in the 'SimpleText' folder, then deleted that folder (you could also just move the folder to your desktop). Then I ran MacDropAny, choosing to create a folder called 'SimpleText' as my Source folder. After I did that, I copied back my notes (text files) to the 'SimpleText' folder. I know, it's a bit clumsy ... but it works.
5. Next, head to Notational Velocity (or nvALT) Preferences and choose the 'Storage' tab. Choose to 'Store and read notes on disk as Plain Text Files.'  Then you need to choose the folder to store the files.  This is where you point to (you guessed it) the 'SimpleText' folder where all of your notes reside.
6. Now test it out. Add some text to a file on your iPhone. The changes should appear within EagleFiler and within Notational Velocity. Change some text in EagleFiler or Notational Velocity. The changes should appear back on your iPhone.

EagleFiler Caveats

There are a few caveats about using EagleFiler. You're not really supposed to add files directly to file structure within Finder, but that's what I'm doing here. It works well enough, but it takes a little extra effort to keep it running smoothly.

EagleFiler uses a database to store metadata. An important part of that is monitoring any changes to files held within the app. If you delete a file on your iPhone, directly from the SimpleText folder, or from Notational Velocity, EagleFiler doesn't know what happend to that file. A similar thing happens if you change a file outside of EagleFiler, as the app monitors each files checksum to keep track of changes—I'm guessing many people don't even use this checksum feature, but it's there to ensure the integrity of your files.

So. Changing text in a note or adding new notes outside of EagleFiler isn't a big deal. You won't see any error messages unless you use checksum. If you do use checksum, you need to periodically update the checksums for the files you've changed (you're basically telling EagleFiler that the file is OK and that you've changed it from outside of the program). 

For files deleted outside of EF, you'll notice that EagleFiler retains the deleted file, but the contents of the file within EagleFiler now have no content. That's because the file isn't there anymore. To fix this, periodically run 'Scan for New Files' from the EagleFiler 'File' menu (Shift-Apple-R). EF will then show you all the files that cannot be found (as they've been deleted) so you can go in and clean them up from the list within the app. Once you delete them from the EF file structure, empty the trash. 

A few final notes about EagleFiler. The app creates new Rich Text Format documents by default. If you want to move an existing file that is in RTF to your EagleFiler sync folder, you'll first need to convert it to plain text. There's a handy script to do that. If you want to create a new note in your EF synced folder, hold down the 'Option' key while choosing the 'New RTF' button from the menu bar, and a new plain text file will instead be created (there is no 'New Plain Text' button option). I should also mention that the metadata you add to a note in EagleFiler stays (is only visible) in EagleFiler. Those tags, flags, etc., do not transfer to your externally-stored notes. However, this metadata does persist in EagleFiler, even if you modify a note outside of the program. 

While syncing plain text files to EagleFiler may sound difficult to maintain, it's really not bad. I think it's worth it. (I'm now waiting for the developer or other EF users to tell me that this is a terrible idea!)

Syncing with Simplenote, PlainText

You can use a similar process to sync files using the Simplenote and PlainText iOS apps. I tried them both out and the syncing worked just as well. Actually, these other apps were a bit easier to set up.

For PlainText, the main difference is that this app stores your notes using Dropbox (in a folder called 'PlainText).' Since the syncing is via Dropbox, you won't need the SimpleText Mac client. Note, though, that you also won't get the simpletext.ws online syncing.

For Simplenote, Notational Velocity includes built-in syncing support so it's a bit, um, simpler. And while Simplenote does not store notes in individual text files, you can accomplish the same thing via Notational Velocity. You just need to head to Preferences within NV and choose to store your notes as files on your local disk as plain text files. You can choose any folder you like. However, if you want to go the extra step of syncing with EagleFiler, you'll need to be a Dropbox user so you can take advantage of MacDropAny.  

Emailing plain text messages

The last point to talk about is how to add the ability to send messages from your email client to your notes folder.

With a Simplenote subscription, it's a straightforward task since this service provides you with an email address. There's nothing more to do.

With WriteRoom and PlainText, you need to bring in a couple of other tools. First, set up a free (donationware) service called, appropriately, Send to Dropbox. This service establishes a folder within your Dropbox called 'Attachments' and provides you with an email address to send your messages to. Note that this third-party service only stores your unique Dropbox ID, not your login/password (the same ID used when you share a file using your 'Public' dropbox). While the service is mainly for sending email attachments to your Dropbox via email, it works just as well for plain text. (As an aside, there are many other interesting Dropbox Addons worth checking out).

The trick, now, is how to get those plain text email messages from the Dropbox 'Attachments' folder to your synced notes folder. I used Hazel to accomplish this, establishing a rule to move any text file in the 'Attachments' folder to my 'SimpleText' folder.

That's it

The text for this post was harder to pull together than the syncing scheme. I spent a lot of time discussing EagleFiler. Even if you don't use this particular app, hopefully you'll get some new ideas about syncing folders. And if you've never used Notational Velocity, it's worth trying out. It's free, after all. NV is very easy to configure and is a great way to access your notes on your Mac.

How does WriteRoom stack up against Simplenote? It's still a bit early for me to say. One thing I know I don't like: the app is requiring me to log in every time I open it. I hope this is fixed in a future release. It wouldn't be that big of a deal if I had a newer iPhone with iOS 4. With my old phone, however, I can't run apps in the background.

As for looks, you can set up WriteRoom for iPhone to look quite similar to Simplenote. I prefer the default WriteRoom black background with white text.  One nice touch that WriteRoom offers, akin to its big brother on the Mac, is the ability to edit notes in full-screen mode. 

The WriteRoom web version of your notes looks like an old-old-school Mac text editor. Some may find that fun and retro, but it may be offputting if you're expecting a slick interface like that served up by Simplenote. Me? I rarely used the Simplenote online service, and I doubt I'll be logging into writeroom.ws very often.

If you like tags in Simplenote, you'll be missing that in WriteRoom. There are ways you can tag, though. I use the same work-around that I used in 'pre-tag' Simplenote—by creating tags with text at the end of my documents (using the syntax &tag: e.g. &home, &web). It works well enough for searching through many notes.  

Since I gave Simplenote a year, I plan to stick with WriteRoom for the next year. 

Update on Tuesday, February 8, 2011 at 5:29PM by Troy Kitch

Here are a few clarifications from the developer of EagleFiler regarding this post. Thanks to Michael Tsai for taking the time to write. 

- Starting with EagleFiler 1.5, you are allowed and encouraged to add files directly to the file structure within the Finder (You're still not supposed to move/rename/delete from the Finder, though.)

- "Scan for New Files" in EF is for detecting new files. EagleFiler automatically scans for missing files when you open the library, and you can trigger this manually using the Verify command.

- I said that "if you want to create a new note in your EF synced folder, hold down the 'Option' key while choosing the 'New RTF' button from the menu bar, and a new plain text file will instead be created (there is no 'New Plain Text' button option)."  While this makes it sound like there isn't a menu command to do this, there certainly is. It's located under 'File > New Record' (the shortcut is Control-Apple-N ).

- I said that "Those tags, flags, etc., do not transfer to your externally-stored notes" in EagleFiler. However, recent versions of Dropbox support extended attributes, so the tags should sync via OpenMeta.

Update on Wednesday, February 16, 2011 at 9:16PM by Troy Kitch

If you have hundreds upon hundreds of text notes, here's a very well-thought out strategy (for the technically inclined) from Alan Schmitt. I may try this scheme out once I get an iPad. I think having this larger device may spur me to sync many more of my plain text notes so I can access them on-the-go. I'm unmotivated to make the effort, though, on my 1G iPhone. 

As an aside, I'm nearly ready to abandon WriteRoom, despite my pledge to use it for a year. The need to log in EVERY TIME I open the application is untenable. 

Dropbox 1.0

The best online file synching service is now out of Beta. Dropbox 1.0 offers selective folder synchronization (hooray!), an easier installation process, improved performance, and a slew of bug fixes.  If you're not on Dropbox, why not? The first 250MB of storage space is free. And if you get new people to sign up to the service, you get an additional 250MB of free space per person. Speaking of which, if you're new to Dropbox ... why not use this referral link to sign up. He he.

On 'Distraction-Free' Writing Environments

Oh, for a distraction-free environment. Wouldn't we get so much done?

I was combing through a backlog of unread feed items the other day, when I came across a parody from Merlin Mann in which he pokes fun at the current glut of non-distracting writing tools on the market. He serves up a fictitious new tool called ū—, a writing environment that's so minimalistic that it displays only the top-half of your typed words. Funny stuff, but what's the message here?

We know his intent, thanks to a follow-up in which he elaborates at great length on the original parody. It's an interesting read, albeit a long-winded rant (his self-diagnosis, with which I agree). While I found it a bit hard to get through this post, I was intrigued by the subject matter.

The essential point that Mann makes is that distraction-free tools can be distractions in themselves. They will not make you a prolific, competent, energized person churning out chapters of engaging prose, nor will they make you a productivity guru. If you find yourself seeking out tool after tool with which to make yourself a more productive and focused writer, perhaps the problem is that you're expecting the tool to do the work for you. In contrast, if you're really motivated to write, you'll write on tree bark if necessary. The same principle applies to any other endeavor, digital or analog.

So on one hand, Mann is criticizing the overblown language and suspect promises that sometimes accompany these types of tools. On the other, he serves up disdain for the type of person who collects such tools in a flailing attempt to fix an underlying concentration problem.

What I'm interested in is this: why does the 'distraction-free' tool genre exist in the first place. Perhaps it's a reaction to how we're choosing to live our lives. Most of us feel the drag of information overload, the weight of too much clutter, the barrage of too many activities. Much of this is self-inflicted. When we work on a task, we too often monitor e-mails, Twitter and Facebook accounts, phone calls, and text messages. These distractions hamper our ability to concentrate on single tasks for extended periods of time. We think we can multitask, but we most of us really can't.

Now, we all know that the only way to write in a concentrated manner is to muster the willpower to focus on one task to the exclusion of all others. That's what concentration is all about. It requires no special tools. It does not require a full-screen mode, nor pleasant imagery, nor ambient sound. True enough. But we like this stuff. As a society, we seem to have a tendency to look for tools or plans or guides to help us muster the self-control we seek. While we know that a tool cannot solve our concentration problem, that doesn't stop us from seeking tools that do just that. So here's one view on this current fad: the genre exists because there is a growing demand for environments that simulate concentration. We're seeking a concentration prosthetic.

Another view is that the 'distraction-free' tool genre is a reaction to the bloated, overpowered software that most of us have used for years. What do we need to write, after all? Not very much. What is most like a blank piece of paper? A blank piece of paper. What about a blank piece of paper with subtle background imagery and gentle sound effects? Why not. Distraction-reducing writing tools provide an uncrowded, narrowly-focused experience that just may spur us to concentrate a bit more. There's nothing wrong with that. If this alternate view seems like a slightly different take on the first, that's because it is. As I said, it's all about degrees of expectation.

The point is that distraction-reducing writing tools can only do so much, but that's not to say that they are useless. Why not try a writing tool that is pleasant, simple, and relatively inexpensive? We routinely choose analog tools based on preferences that balance form and functionality. We create our living spaces in much the same way. And so we are now offered a wide range of tools in the digital space for the task of writing.

So I say embrace this trend. Experiment. But try to do so with minimal expectations. And always remember that the 'map is not the territory.' Personally, I enjoy so-called 'distraction-reducing' writing tools. I use a few for specific tasks. I find that WriteRoom, for instance, is a wonderful tool for writing long documents. I like the looks of it. It reminds me of writing on WordPerfect on the first computer I ever used back in the 80s. OmmWriter? It's a bit over-the-top, but I can customize it to suit me. At times I find it to be a very pleasant environment in which to write poetry or short stories. What I enjoy about these tools is less about reducing distractions and more about aesthetics.

I didn't take Mann's parody or his meta-post about the parody as a condemnation of such tools. His broader message has little to do with software. It's about how we work, or should. The best part is at the end:

"Learn your real math, and any slide rule will suffice. Try, make, and do until you quit noticing the tools, and if you still think you need new tools, go try, make, and do more."

I like the 'quit noticing the tools' part the best. That's what we're striving for.

Useful Little Tools

Over the past few months, a slew of interesting little tools made the rounds in various tech blogs. I thought I'd compile some of the more interesting ones here (and add a few of my personal favorites):

f.lux

This free tool auto-adjusts the color temperature of your display(s) to match the time of day and your lighting source. The night mode is much easier on the eyes. Very pleasant. It can be temporarily disabled for those times when you're engaged in a design project and need full color.

Alternative: Nocturne (from the developer of QuickSilver) offers 'night vision mode for your Mac.' It's not nearly as subtle and elegant as f.lux, but you can adjust the settings to your liking. It's especially great if you like it really dark when you're computing at night...or if you like funky, inverted color schemes.

Cinch

The answer to Windows 7 'Snap' feature, this $7 tool allows you to instantly resize any open window by dragging it to an edge of your screen. It's particularly great for managing multiple Finder windows on a small laptop screen. I use PathFinder (which offers dual pane and tabbed browsing to the Finder) and don't really feel that I have a need for this, but it's a great tool nonetheless.

Readability

This is the only way to read articles on the Web. It removes all the extra formatting, ads, buttons, colors, and other clutter that surrounds a typical Web-based article, leaving only the text you want to read.

I use Readability for articles I want to read now, and Instapaper for articles I want to read later on my iPhone (using the Instapaper Pro iPhone app).

Choosy

If you're like me and have many installed browsers, this $12 tool is a necessity. It allows you to choose which browser to use when opening an external link or when opening up an HTML file. You can also add other apps to the list. I have Choosy set to prompt me with a pop-up list of all browsers (prioritized with my favorites appearing first in the list), regardless of whether or not the browsers are running. I've also added MacRabbit's Espresso as a 'browser' to send HTML files direct to this web development tool.

Alternative: I haven't tried this one, but you may also want to check out Highbrow.

OmmWriter

A unique tool that's still in Beta (so it's free to try), Ommwriter delivers a full-screen, clutter-free writing environment. This app focuses on setting the mood to foster a creative spirit, offering several nice fonts, a choice of ethereal background sounds, and a variety of subtle keyboard clicking noises that I find annoying (the sounds can be turned off).

I still prefer the retro simplicity of WriteRoom from Hog Bay Software when I need to focus on writing. I use it in combination with Hog Bay's QuickCursor, a wonderful little tool that allows me to edit text from other applications with WriteRoom.

Rapportive

Rapportive replaces the ads you normally see in the right-hand sidebar of Gmail with useful information: a profile of the person you're emailing. It only works in Firefox and Chrome right now, but I use it via Mailplane (available in the latest preview).

As an aside, if you use Mailplane, you may like the beautifully minimalist Helvetimail style sheet.

SecondBar

This tool places an Apple menu bar on your second monitor. I use it. It works well enough, providing basic menu bar functionality on the extra monitor. It's quite nice to have the bar on both screens, although it doesn't work with all apps (that's because it's still in early Beta). It's currently free.

Quix

Quix is an extensible bookmarklet, billed as 'command line for your browser.' While it takes some time to learn the commands to use with this tool, it's worth the effort. I love it.

Skitch

This tool is certainly not new, but it stands apart as the easiest way to capture and mark up screen shots. I use it all the time and will gladly purchase it if and when it ever comes out of Beta.

Feedly

I use Google Reader to manage my feeds, but don't really like to read feeds with it. Instead, I use Feedly. The more I use this free online service, the more I like it. On my iPhone, I use Byline. Since both tools use the same Google Reader account, my feeds are always synced no matter where I choose to peruse them.

Notational Velocity

In case you haven't heard, the venerable Notational Velocity is back. This free tool is a simple, minimalist note taking app that is lightning fast. It syncs with Simplenote on the iPhone. It's still in Beta, but it's performed flawlessly for me so far.

Before I started using NV again (I had used it many years ago), I was using another great tool called Justnotes (which is currently free and also syncs with Simplenote). It feels a bit heavier and is a touch slower than NV, but it's still in early Beta. It's certainly worth checking out. Which one you prefer may come down to your personal design tastes. There is one important difference, though, that may help you make a choice: Justnotes installs in the menu bar, while NV resides in the Dock.

Together review

This is the next installment of an occasional series comparing Mac tools that specialize in collecting and organizing snippets, documents, files, and other odds and ends. Today, I'm going to look at Reinvented Software's Together.

In preparation for this review, I perused forum comments and other reviews about this product. Many people, it seems, feel that Together is a lot like Yojimbo. That's certainly true. However, one could also argue that it's very similar to EagleFiler. The truth is in the middle, as is so often the case. Together marries some of the best features of EagleFiler and Yojimbo. But it also stands apart by offering the slickest interface I've seen so far. It's polished and fast, and a real pleasure to use.

What it looks like

Together's structure and filing system is similar to that of iTunes, as is the case with many Mac apps (particularly in this genre). It serves up your basic three-pane structure. In the lefthand-column source list, you'll find your Library (which contains all items that you've imported).

The Library is broken down into subcategories that are pre-defined by Together, such as notes, documents, images, and videos. These are smart groups, meaning that they are automatically populated with items you've added to your Library (sorted by file type). While you can't modify these 'standard' groups, you can delete them if you want. You can get the deleted standard group back later if you change your mind by selecting 'View Options' from the menu bar.

Under the pre-set groups lie user-defined groups, which may contain smart folders, regular folders, or groups. Groups are like playlists in iTunes. Smart folders contain items that meet your selected search criteria. Folders are just plain old folders. It all works as expected. Notably, the app offers the ability to nest folders if you're the type who likes to organize files in this fashion. Like Yojimbo, and unlike EagleFiler, each folders/groups show the number of items within each container, which is a nice visual cue.

Also similar to other apps we've looked at, selecting one group (or folder) from the source list presents you with a list in the righthand-column of all items that are in that group. Selecting one of these items presents a preview of the item. There are a couple of design choices, though, that make Together different from the other apps I've looked at. First, you can choose landscape mode, which is visually outstanding and particularly nice for wide screen monitors). Second, the 'Info View' (the place where you add metadata such as tags and comments) is tightly integrated into the main viewing window, so there's no need to open up another pane to get these fields. I really like the way this is designed. It makes it very easy to see (or add) details for a given item. The metadata options and layout, in fact, are the best I've seen. It just looks great, particularly in landscape mode. Although I didn't really make use of it, it's worth noting that Together provides the option to rate ('star') items just as in iTunes. I also like that the metadata field presents a visual path of where a given item is located in the Library (and with a quick double-click, the Finder pops open to reveal the source file).



Together takes a different approach for how tags are displayed. With Yojimbo or EagleFiler, tags are front and center. With Together, you get to your Tags by toggling views from the bottom bar of the app. The Tag view is just what you'd expect: your group (folder) structure in the source list is replaced with a view of all of the tags used in your Library. It allows you to quickly see your tags, create new tags, and sort through multiple tags. You can also drop new items into your Library on top of a tag to inherit that tag name. The tag view looks great and it's a good use of limited space. However, I suspect it may discourage use for those who aren't already tag warriors, simply because tags aren't visible in the default view. Take a look at the screenshots to get a sense of what each viewing mode looks like. I'll talk about the other main visual element of Together — the Shelf — in a moment.

Capturing data

As with all of the apps in this genre that I've looked at, Together offers a host of ways to import items into the Library. And you can choose how you want to import an item: add it to the Library while leaving the original item in place, move the item into the Library, or link to an external item without touching it. My preference is to move files into the Library so there are no duplicates to worry about. Since Together stores files in an open system, doing so doesn't lock said file up in a database—an important consideration that I'll touch on later. As for file importing methods, you can drag and drop files or folders into the Library, or into a specific folder, or into a tag group; you can also print items to Together as PDF files; add items to the Library based on what's currently in your clipboard (which is handy for capturing selected text); capture via a quick import key combo; or drag and drop into Together's Shelf.

Speaking of Web pages, Together competently handles links. In the app's preferences you can set if you want your links saved as bookmarks or as Web archives. If you're just interested in capturing text from a page, you can also choose to import it as rich text or as an archive.

You can also add items via the Services menu. Curiously, the Services items did not automatically show up when I installed Together, although they should have according to the Help files. I had to access the Services menu in System Preferences (filed under Keyboard > Keyboard Shortcuts in case you're looking for it) and manually turn on Together's three Services options: add, move, or link to Together.

The shelf

With Together, neither Services nor manually dragging and dropping files into the app are the preferred way to import new items. That distinction goes to the aptly named Shelf. Usually, I'm not a big fan of shelfs (those little sliding dock-like elements that hang out on an edge of one's screen). I think they're often distracting and lacking in utility. To my surprise, I warmed up to the Together implementation.

There are several things I like about it. First, it doesn't pop open when my mouse bumps against the screen edge. I have to click on it to open it. Second, it's integrated with a user-defined system-wide key combo. With Yojimbo, a system-wide key combo opens up a sliding window from the menu bar, presenting the user with an additional input menu distinct from the Yojimbo shelf and application. With EagleFiler, you can set a key combo that pops open a new window in the middle of the screen in which you can add metadata prior to import.

But with Together, invoking the user-defined key combo activates the Shelf in 'import mode,' a special panel where one can add metadata to an item upon import (this works via dragging and dropping files on the Shelf as well). I want to be clear here. I'm not saying that I don't like the way EagleFiler and Yojimbo handle importing files. I'm saying that the Together implementation is very elegant. I like the way the Shelf centralizes several functions in one place. When it's not importing items, the Shelf serves up three other functions: quick access to your Library, folders, smart folders, and groups (complete with QuickLook integration); access to your 'Favorite' items, groups, or folders; and a place to type in a quick note to add to Library. Check the screenshot to see what I mean. So the Shelf, in total, serves up four different functions in one small bit of screen real estate. And it's a flexible way to import items in one other respect: you can also drag a file to a specific folder or group in your Library right through the Shelf, which saves a step in the filing process.

What could make it better? The ability to see your Tag structure in the Shelf, and the ability to drag new items onto a tag on the Shelf to automatically adopt that tag. And speaking of tags, while the Shelf import panel does allow one to enter tags for new items (it's one of several offered metadata fields), there is no way to see what tags you're already using in your Library without going back to the main app window and switching over to the 'Tag' view. It would be nice to have a way to select previously used tags right from the Shelf. Lastly, the 'Quick Note' field in the Shelf is handy, but is a few features short of being great—I'd like to have the ability to add metadata to that new note before it's imported, and I'd like to be able to file that new note in a specific place right from the Shelf.

Adding files via the Finder

I have one final point to make about importing items. Together, like EagleFiler, allows you to add new items to the Library right in the Finder, even when the application is closed. This is possible thanks to the flat file structure of these programs, which means that the files are stored right in the Finder external of any database. Why would you want to add items via the Finder? Consider the following scenario using the excellent file-organizing tool Hazel from Noodlesoft. Say you're working on a project and you don't have Together running. You've been saving files to your desktop for hours. When your project is completed and ready for filing, you could open up Together and manually import these new items, or you could drag them to your Together folder of choice within the Finder*. But with Hazel, you can set up rules, for instance, to tag all documents on your desktop with the word 'project,' label each with the color red, and then send the files to your Together > Documents > Projects folder. Running your user-defined rules, then, whisks your files away and places them in the folder of your choice, ready for you to manage the next time you open up Together. What I like to do is leave Hazel's auto-filing turned off. That way, I can explicitly run the rules I've created when I'm ready. In one step, my desktop is cleared and my files are, well, filed.

*Here's something that's really cool about Together. You can set the app to automatically import files that you place in any of Together's Library folders located in the Finder (except for the Support and Trash folders). That means that you can dump image files into the Documents folder even when the app is closed, and Together will automatically move the image files to the proper 'Images' folder the next time it runs. However, if you want an item to be imported into a particular user-created folder, you'll need to place it there. That's where Hazel can be quite handy. Note, though, that if you place an image file in a user-created folder (which may contain any kind of file), Together will still provide an alias (link) to that file in the default 'Images' folder in your Library.

Working with files

Working with files is about the same as the other apps I've looked at. QuickLook is available (for supported file formats). You can choose to edit many text documents from within the app using a built-in editor, and you can double-click on any item to edit it in its default external application. One stand-out feature is the ability to open items up in tabs, which makes it easy work to keep several documents open at once for ferrying text around.

One other notable item is how the source menu automatically generates a group called 'Recent Imports' that tells you (you guessed it) when and how many files you've recently imported. You can clear this list when it gets too long, or you can hide it altogether. I found it to be a useful way to keep track of recent imports so that I could further categorize, tag, or add additional metadata to items at a time of my choosing.

Now for some odds and ends.

I've touched on this already, but it bears repeating: Together stores your files in an open structure. I'm a huge fan of this, as I noted in my EagleFiler review, because it means that your files and metadata are all in tact and available through the Finder. If you ever decide to abandon Together, you don't have to export anything. And you don't have to worry about your metadata being lost.

If you want to create multiple libraries with Together, you can do it. But be warned that, unlike Eaglefiler, Together only allows you to have one Library open at a time. If you want the ability to move files around between Libraries, this is probably not your best choice.

The final point to make is about encryption. Like Yojimbo, Together allows you to encrypt on a per-item basis. EagleFiler only allows you to encrypt an entire Library (all or nothing). While I initially preferred per-item encryption, I've changed my mind. Here's why. Encrypted items are not indexed, because doing so would render the content of the file unencrypted. There is also the potential that if you choose to encrypt an item later, the contents of that item may already be indexed, and hence unencrypted. So while per-item encryption is handy, it's not ideal. The alternative to this is the way EagleFiler handles encryption, which is at the Library level (both the index for the encrypted Library and the contents of the entire Library are encrypted). This is arguably a more secure set up, with the added benefit that the encrypted items remain fully searchable (but only when the encrypted Library is unlocked and in use). For the average user, this may not be that big of a deal. However, it is an important point to consider if you intend to encrypt some of your data using Together or another similar tool.

Verdict

1. Could I figure out how to use the app with minimal fuss (w/o documentation)?

Together is pretty easy to figure out, but I did need to refer to the manual at times when I first started using it. Mostly, this was to look up specific questions, such as how and where to set up a quick-input key combo. The documentation is pretty good. It's much less than that provided by EagleFiler, but much more than is provided by Yojimbo. This backs up my contention that this app falls somewhere in between these two competitors!

2. Was I still enthusiastic about using the app after several weeks of use?

Yes. I am now certain that I prefer Together over Yojimbo. I'd say that EagleFiler is still my top choice at this point, mainly because I've learned a lot about the guts of how these programs work as I've tested them out, and it strikes me as the most scalable, flexible and secure option I've yet seen. That's not to say that Together is not scalable, flexible, and secure. It's a matter of degrees. I think Together would handily meet the needs of most users. Where Together beats EagleFiler hands down is on style and user interface.

3. How well does the app integrate into the Mac OS?

Other than my minor issue with the Apple Services menu, it integrated flawlessly. To my surprise, I especially grew to appreciate the Shelf: it didn't feel like it got in my way, but it was there when needed.

4. How did it feel?

Here's where I think Together really shines. It looks and feels great. I particularly like the landscape viewing mode, the integrated metadata fields, and the tabs. My only complaint is that the tag structure gets a bit neglected because it's in not visible on the top level (and tags are not visible from the Shelf). I want to stress how much I like the metadata input panel—I love how it's always visible, and its elegant design makes it that much easier to maintain and manage a somewhat tedious aspect of file management.

Conclusion

How does Together fit on the triangle? I’d say it’s about 70% file organizer; 25% notebook; 5% visualizer



I see Together as a marriage of some of the best aspects of Yojimbo and EagleFiler. That's not to say this app is a copycat. Far from it. It offers the best interface that I've seen so far, it feels polished and fast, and it's a pleasure to use. I would recommend it to those who appreciate style, like the idea of open file storage, and want a solid general-purpose tool to help manage a bunch of files and snippets. Together costs $39. A 15-day trial is available.