Best Practices and Recommendations - Importing and Modifying Documents

EagleFiler
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1

I have stored all my files in folders under the default Documents folder. This traditional method has worked for decades, and it’s certainly not broken…but browsing and retrieval could be improved by all the functionality EagleFiler provides.

I would like to add all these files to EagleFiler. Should I just File→Import Files… ?

In the future, I will save all new files to a Dropbox folder called CLAUDE, and will periodically use LLM to rename and sort files into appropriate folders inside that folder. How would you move the files from there into EagleFiler? Is it as easy as moving files from /Dropbox/CLAUDE/Cottage/Receipts/ into the /EagleFilerLibrary/Files/Cottage/Receipts

Next, I would like to have LLM apply tags to these files. Is it ok to make these types of modifications to existing EagleFiler records, or should I be asking LLM to put hashtags and metadata in the notes files instead?

Thanks for your wisdom, this is very exciting for me!

2

You can, but it’s faster (and avoids duplicate copies) to just use Finder to move the files into the desired folder in your EagleFiler library.

Yes, EagleFiler will pick up the new files the next time you open the library or if you choose Scan for New Files.

Yes, EagleFiler will automatically detect if another app adds to the Finder tags.