Using Drafts and TextExpander to Organize Lesson Notes

Taking notes on sectionals in the Drafts app.

I am moving more of my text notes to Drafts these days. You can read about how I use Drafts here. Drafts is a note-taking app where most of my text typing starts. When I am ready to act upon my text, the actions on the right side of the screen allow me to send it off to messages, emails, tasks, notes, social media, and more.

Generally, I use Drafts as a text-inbox, where I eventually process all of my text ideas and send them to other apps that are better suited for them. But lately, I wonder why I need to take the extra step of sending a draft to another app when Drafts is perfectly suited for organizing and searching text.

Let’s take Lesson Notes, for example. When I teach a sectional, large ensemble, or private lesson, I like to take notes on what we played and what I assigned. Usually, I would type these in Drafts and then send the finished text to Apple Notes. But lately, I am just keeping it in Drafts and archiving it so that it doesn’t clutter up the inbox area. Everything is in plaintext so searching my entire 7,000 draft library is way faster than searching Apple Notes. Plus, it reduces the amount of time I ever even need to open Apple Notes by 90 percent.

My "Sectionals" Workspace.

I add the tag “sectionals” to a draft where I have taken sectional notes, and I have a custom workspace that allows me to see just the drafts with that tag.

Here is how I have set up my Sectionals Workspace to include drafts with the "sectionals" tag.

Adding tags is as simple as typing them into the tag area.

Additionally, tagging them “badge” makes it so that the draft doesn’t contribute to the number on the red badge of the Drafts icon. I use the badge only to inform me of drafts that need to be processed to another app.

I write most of my drafts in Markdown, which means I use “#” symbols to note levels of the heading, “**” to indicate things I want bold, etc… If you want to read more about how I use Markdown, read this post. Drafts and common web editing tools like WordPress (and even Canvas) can turn this Markdown into HTML. I only use Markdown for my sectional notes to show bullet-pointed lists and first/second-level headings. Drafts does some light formatting to help me better see this information by, for example, highlighting the headings green.

It gets tedious to retype this template for every class, so I have TextExpander snippets to do it for me. Read about how I am using TextExpander here.

In the case of the snippet below, I type “sectionalnotes” into the body of the draft and then TextExpander prompts me for the ensemble and sectional name and then automatically fills in that data, with my fill-ins and the current date.

My TextExpander snippet for Sectional Notes.

Using an action called Current UUID, I can copy a link to a draft to my clipboard and paste it in to the calendar event for whatever class, lesson, or sectional it is related to. That way, I can easily refer to it by date, using the visually friendly interface of a calendar app.

Should You Keep Dropbox?

One of the reasons I continue using Apple products is that they work well together. The better the features work across devices, the less often users need third party software to get things done.

Now that iCloud Drive supports the sharing of files and folders, a lot of vocal Mac and iOS users have debated if they can finally let go of Dropbox.

Productivity master, David Sparks, had some things to say about it on his blog this week:

I’m Keeping Dropbox — MacSparky

All that said, Dropbox still has many features that sure would be nice in iCloud, like a much better implementation of version history and deletion recovery. I was hoping we would get some more functionality for iCloud Drive this year at WWDC, but we didn’t. I was hoping I could throw Dropbox overboard. One less service and one less thing to pay for sure sounded nice.

For me, the major hole in iCloud Drive is that I cannot control what lives on my hard drive and what stays in the cloud. Both Dropbox and iCloud have a feature where they will smartly try to make this decision for you, uploading files you haven’t touched in months to the cloud so that they don’t take up hard drive space. 

Sometimes I need the control to be able to tell a service to keep a folder or a file permanently downloaded, no matter what. And iCloud Drive still can’t do this task.

iCloud folder and file sharing are reliable in my use, but setting up the share is far less intuitive than Dropbox, which presents its options to you with clear iconography when you right-click on a folder or file in the Finder.

Why Apple can’t get right what Dropbox figured out over ten years ago still confuses me. Hopefully they will tweak it and make it better.

I am fortunate that my free Dropbox account is large enough that I don’t need to pay. iCloud remains my primary storage solution but I keep Dropbox around for miscellaneous purposes, including sharing with others who don’t use iCloud.

If you want to use Dropbox on a Mac, but avoid installing it, I recommend the app Transmit. While the app is marketed as an FTP client, it can also act as a Google Drive or Dropbox client, allowing you to upload, download, copy, and share files, using a native macOS experience, and without allowing Dropbox to run in the background.

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App of the Week: PDF Expert 7

Readdle Launches PDF Expert 7, Free Update for iPhone & iPad

Today we are incredibly excited to launch PDF Expert 7 — our vision of what the ultimate PDF experience for every iPhone and iPad should be.

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This week’s update to PDF Expert secures it as my favorite PDF app on iOS. The one and only problem I have been having with it for the past year or two was its lack of integration with the iOS document browser, which shows you the same interface as the Files app when selecting which PDF you want to work with. I wrote about this last week with reference to the OmniGroup’s apps getting support for the native file browser this fall.

Accessing the the document browser is a tap away at all times. A ‘recent documents’ option is also one tap away. This is helpful because PDF Expert does a great job of integrating different options for managing your PDFs. It has Dropbox and Google Drive support. It also allows you to store PDFs locally within the app. This is useful for me when I am creating new PDFs or temporarily making copies of them for the purpose of editing the order of pages, the text of my documents, etc…

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        <div class="image-caption"><p class="">The PDF Expert 7 interface. ‘My Files’ are locally stored documents which do not sync to iCloud. They can be viewed in the Files app through the PDF Expert file provider.</p></div>
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I like my ‘one true’ copies of my documents to live in iCloud. I will often take a scan of a stack of concert band parts, drag it into PDF Expert, extract the individual pages into separate parts (Flute 1, Flute 2, etc.), and then save these parts back to iCloud. I don’t want any of the extra files generated during this process cluttering up my documents folder, so its nice to have a quarantined area of PDF Expert where they can live.

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        <div class="image-caption"><p class="">The old PDF Expert interface.</p></div>
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        <div class="image-caption"><p class="">The PDF Expert file provider, accessed through the Files app.</p></div>
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These local files can also be accessed from the native Files app as PDF Expert is a file provider.

Furthermore, PDF Expert gets its own iCloud folder where you can store documents by default. This is becoming less necessary because of how easy it is to access the Files interface, regardless of where your PDFs are stored.

As mentioned above, the ‘recents’ option makes it more streamlined to find what you want, no matter which of these methods you have used to store documents.

I am focusing a lot on the file workflow here because PDF Expert 6 already had the best feature set of any PDF app I have used on iOS. A clean interface, great editing tools, the ability to edit the text and images of a PDF (for real!) and more. These features are now all free. PDF Expert 7 introduces some pro features that come at the cost of 50 dollars a year. Some of these features include converting to PDF from Word or Excel files, and the option to customize the look and feel of the editing tools at the top of the screen. I am glad PDF Expert chose these features to put in the paid tier. It is just enough that it will be worth it for some users, but all of the good stuff is still in the free version.

I will probably try the one week free trial but will most likely stick with the free version.

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        <div class="image-caption"><p class="">These PDFs are stored inside of iCloud Drive, inside a folder called PDF Expert. Though this is becoming less necessary now that the Files app is integrated more directly into the app.</p></div>
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        <div class="image-caption"><p class="">The new PDF Expert interface puts the iOS document browser. In this screenshot, I can directly access PDFs that are stored in my musical Scores folder, which is in my iCloud Drive.</p></div>
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App of the Week: Scanbot (and Scanner Pro)

This week’s App of the Week is Scanbot

As years pass, I solidify my mainstay productivity apps. I might try 100 todo or scanner apps, but many of the ones I depend on have been on my home screen for years. For a very long time, Readdle’s Scanner Pro was my scanner app of choice for getting documents and sheet music from the real world into my digital database. Scanbot has recently come to challenge it. 

Rather than explain all of the features, I have simply embedded a quick screencast below that shows it off. Both Scanner Pro and Scanbot allow the user to very quickly get paper into their phone, make the text searchable, neaten up the edges, and prepare the document for sharing. Both apps make it easy to customize ways to send finished documents to specific locations in your file system. Scanner Pro does this through custom workflows and Scanbot does it by remembering my most commonly saved locations in my iCloud and Google Drive (you can see this on the last screen of the screencast). But Scanbot has a few nice touches that ultimately push me over the edge, especially considering how tedious scanning documents with a phone can be…

Getting the final scan into a particular location is smoother for me in Scanbot because it always has my most recently saved locations one tap away. I also really like the way that when selecting the edges of the paper, Scanbot has handles that drag an entire edge, whereas Scanner Pro only has handles in the four corners. Notice in the video how Scanbot even detects the edge when I get close and automatically snaps to the edge of the page. Note that both of these apps have an automatic mode that detects the edges for you and bypasses this step. I just wanted to demo the neat snapping feature in the video.

Both apps also create a folder in iCloud Drive that will automatically save all snapped documents so that you can instantly run over to another device like your Mac and get to your new files.

Scanner Pro does have a few unique features. First, its custom workflows are very powerful and can do multiple things with your finished PDF (for example: save a document to Evernote with specific tags, add it to a specific folder in Dropbox, and email it to a coworker all in one tap). Second, it can scan your camera roll for things that look like documents (maybe a business card or a page you shot on your camera in a hurry) and transform them into PDFs on the spot. Third, it integrates with Readdle’s other great productivity apps, like PDF Expert

Check out these awesome scanning apps and level up your digital organization!

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