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3.1   Basics

Welcome to EagleFiler. Like iTunes and Photos, EagleFiler stores its files in a library. To get started, choose New Library… from the File menu. You can save the library wherever you want, and you can create multiple libraries if desired. To add to your EagleFiler library, you can:

Import existing files or Web pages

The easiest way to import is often to press the capture key or the capture with options key. EagleFiler will automatically figure out the current Web page or the selected mail messages and import them. There are also many other ways to import.

While EagleFiler is importing, it will show a green arrow in the Dock icon and a spinning progress indicator in the library’s browser window. To ensure a correct import, do not modify or delete the files being imported until you can see that EagleFiler has finished. Generally speaking, when you import an existing file, it’s copied into the EagleFiler library. When it’s done, you can delete the original if desired.

Create new files using EagleFiler

In EagleFiler’s File menu, the New Record ‣ Rich Text File and New Record ‣ Plain Text File commands let you create new, empty files. The Quick entry hotkey lets you create new files from within any application.

You can also add your own stationery commands to the New Record submenu. This lets you create other types of files (e.g. Word or Pages documents) and create new files from templates. To do this, choose New Record ‣ Open Stationery Folder and copy your template files into this folder.

The contents of your libraries are stored in library folders. The files are visible in the Finder, and you can view and edit them via other applications. However, the files are managed by EagleFiler, so you should only move, rename, or delete them from within EagleFiler.

Each library that’s open in EagleFiler is displayed in one or more browser windows. Each browser window contains a source list, which lets you access the library’s records. The record is the basic unit of information in EagleFiler. Files, folders, and mail messages are all records. Each record has contents that can be displayed (and perhaps edited) in the record viewer. You can search for records and annotate them with tags and notes.

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