Privacy Tip: Don’t Post Vaccination Record Cards on Social Media

So you’ve gotten your COVID-19 vaccination. Congratulations, and thank you for nudging the planet closer to the herd immunity needed for life to return to normal! It’s a good idea to take a photo of your card as a backup before filing it with your other important papers, just in case. (If you lose the original, you may be able to get a new one from the site where you got the vaccine or through your state’s Immunization Information System.) However, we do want to offer a note of caution. Resist the urge to post that photo—or one of you gleefully brandishing your card—on social media. The cards include your name, date of birth, vaccine location, and other personal information that could be used to steal your identity, and any digital miscreant worth their salt is already trawling through your social media feeds for as much personal information as they can find.

(Featured image by Adam Engst)

How to Digitize Your Signature So You’re Ready for Online Document Signing

Over the last decade, and particularly during the last year of pandemic life, documents have become more likely to arrive in email or as downloads than on paper. If you need to return a signed document on paper, it’s easy to print and sign it before popping it in the mailbox. But what if you need to send it back via email or another online method? You could print, sign, scan, and return the scanned document, but that’s both tedious and wasteful.

Happily, Apple has made it easy to digitize your signature such that you can quickly apply it to digital documents without them ever hitting paper. It’s not difficult to set up, and once your signature is in the system, it remains available for repeated use. Even better, it syncs automatically to all your other Apple devices signed in to the same iCloud account, so it’s available wherever you need it. The process varies a little depending on which Apple devices you have available.

Create Your Signature on an iPad or iPhone

You can create a signature on an iPad or iPhone with your finger or a rubber-tipped stylus, but you’ll get the best results with an Apple Pencil on an iPad. Follow these steps:

  1. Open any PDF in any app, such as this IRS Form 1040 in Safari.
  2. Tap the share icon and tap Markup in the share sheet.
  3. In the Markup toolbar, tap + and then Signature.
  4. Tap Add or Remove Signature and then tap + to add a signature.
  5. In the New Signature panel, sign your name. (You can rotate an iPhone to landscape orientation if that’s easier.)
  6. If you don’t like your signature, tap Clear and try again.
  7. When you have a good signature, tap Done.
  8. Close the PDF—there’s no need to save it.

Create Your Signature on a Mac

On a Mac, you create signatures in Preview in one of several different ways. You’ll get the best results from using the camera to scan your signature on a piece of paper, with an iPad and Apple Pencil as the next best. The trackpad approach is the least successful.

  1. Open any PDF in Preview, such as the aforementioned IRS Form 1040.
  2. Choose Tools > Annotate > Signature > Manage Signatures. (You can also click the Signatures button on the Markup toolbar.)
  3. Click Create Signature.
  4. Click Trackpad, Camera, or iPhone or iPad to create your signature:
    • Trackpad: Click the Click Here to Begin button and sign your name with your finger or a rubber-tipped stylus—after you click, lift your finger or stylus and start writing your signature at the left side of the trackpad. Press any key on the keyboard when you’re done, or click Clear and try again if necessary. (Tip: press any key to start and clear too.)
    • Camera: Sign your name with a black pen on a white piece of paper. Hold it up to the camera, just above the blue line, for automatic recognition. If necessary, click Clear and try again. For best results, use a full-size piece of paper and a fairly thick pen, like a Sharpie.
    • iPhone or iPad: Click Select Device and pick an available iPhone or iPad. The entire screen of the device becomes a signing surface—you can use whichever orientation is easier. Sign your name using your finger, a rubber-tipped stylus, or for best results, an Apple Pencil on an iPad. Tap Clear if you need to try again.
  5. When you’re finished, click Done.
  6. Close the PDF.

Although most of us have only one signature, Apple lets you create and sync as many signatures as you like. That could be useful if you have to sign documents for your boss or a member of your family (with their permission, of course).

Once you’ve digitized your signature, you can add it to any PDF form that you receive, either using Markup from an iPhone or iPad share sheet, or in Preview or the Markup tools on a Mac.

(Featured image by energepic.com from Pexels)

Learn How to Paste Text So Its Style Matches the Surrounding Text

When you copy text from a Web page, PDF, or word processing document, macOS usually includes the associated formatting, so the words you paste may end up in 68-point blue italic if that was what the source text looked like. That’s often undesirable. More commonly, you want the text to take on the styling of the text where you’ve pasted it. In most Mac apps, there’s a quick trick to achieve this goal. Look on the Edit menu for the Paste and Match Style command (sometimes called Paste and Match Formatting, Paste Text Only, or Paste without Formatting) to paste the text such that it matches the style of the surrounding words in the destination. Apple’s standard keyboard shortcut for this is Command-Shift-Option-V, though some apps use Command-Shift-V. If you regularly need this capability in an app that lacks native support for it, consider using a clipboard utility app, like Keyboard Maestro, to make your own universal Paste Text Only hotkey.

(Featured image based on an original from Pixabay)

Nine Reasons to Put Your Mac’s Pointer in a Corner

Nine Reasons to Put Your Mac’s Pointer in a Corner

If your Mac is like ours, it’s a busy place, with oodles of open windows and lots of icons lying around. If you want to display the Desktop or see a single app’s windows, you may find yourself clicking around or using keyboard shortcuts, but did you know that you can access many of the Mac’s special views with just a flick of your wrist—no click necessary?

A long-standing but little-known feature called Hot Corners makes this possible. The key to unlocking Hot Corners is in System Preferences, in either the Desktop & Screen Saver or Mission Control pane. In either one, click the Hot Corners button to set up your hot corners.

The Hot Corners dialog displays a pop-up menu for each of the four corners of your screen. Choose an action in one of those menus, and that’s what happens when you move your pointer to that corner. A hyphen, the default, means nothing happens.

Here’s the scoop on each action. To exit these special views, switch to another app, press the Escape key, put the pointer back in the hot corner again, or just move the mouse.

Mission Control

Use a hot corner to enter this bird’s-eye view of all your Mac’s open windows. Once you’re in Mission Control, you can switch to any window by clicking it. (Preview a window by hovering over it and pressing the Space bar.) You can also set up spaces in Mission Control—a space is a view that contains only windows from the apps assigned to that space. Click the plus sign in the top-left corner and then drag windows up into the new space. Switch to a space by clicking it in the top bar.

Application Windows

For an overview of all open windows for a particular app (Safari, in this case), use a hot corner to invoke Application Windows. This view displays thumbnails of all open windows in the current app. For some apps, like Pages, you’ll also see thumbnails of recently opened documents at the bottom of the view. Click any thumbnail to switch to it.

Desktop

If you like storing documents for in-progress projects on your Desktop, you’ll love the hot corner that invokes Desktop view. It moves all open windows aside, letting you focus on the icons on the Desktop. The windows return when you switch to an app.

Notification Center

Since you can so easily open Notification Center by clicking the date and time (in macOS 11 Big Sur; in earlier versions of macOS, click the Notification Center icon) in the upper-right corner of your menu bar, it may not be worth wasting a hot corner on it. In Big Sur, Notification Center combines the Today and Notifications views from previous versions of macOS, with iOS-like widgets underneath the most recent notifications. You can control which apps can display notifications in System Preferences > Notifications. To add, remove, or rearrange widgets, click the Edit Widgets button at the bottom of Notification Center.

Start Screen Saver

Screen savers are more than just eye-candy you can use to personalize your Mac—they also serve to conceal the contents of your screen from people who might walk by when you’re not there. The Start Screen Saver hot corner shows the screen saver immediately, overriding the setting for how long the Mac must sit idle before the screen saver turns on (in System Preferences > Desktop & Screen Saver > Screen Saver). It’s helpful if you’re working on something sensitive that you don’t want anyone to see, but you need to leave your desk to chat with a co-worker or use the bathroom. Depending on your setting for “Require password after sleep or screen saver begins” in System Preferences > Security & Privacy > General, you may have to enter your password to turn off the screen saver.

Disable Screen Saver

If you usually have your screen saver set to turn on automatically after just a minute or two, it may come on when you would prefer it didn’t. This could happen, for example, while you are pondering a complex idea or thinking about what to write. To disable the screen saver temporarily, use a Disable Screen Saver hot corner.

Launchpad

If you like using iOS, giving Launchpad a hot corner might make opening apps on your Mac easier. Apple designed Launchpad to look and work like the Home screen on an iPad or iPhone—just click an app to launch it. To see more apps, scroll horizontally—with a trackpad, swipe with two fingers; with an Apple Magic Mouse, swipe with one finger on the mouse surface. Just like in iOS, you can drag the apps around to put them in the order that works best for you.

Put Display to Sleep

Those who are concerned about energy usage might like this option. Toss your pointer in the associated hot corner, and your screen goes to sleep immediately, consuming less power than a screen saver. It lets you override the “Turn display off after” slider in System Preferences > Energy Saver. As with the screen saver, you may have to enter your password to wake the display when you come back.

Lock Screen

The Lock Screen option has roughly the same effect as Start Screen Saver and Put Display to Sleep in that it instantly displays the Mac’s login screen, preventing anyone from seeing what’s on your Desktop and requiring your password again.

Add Modifier Keys

If you find yourself triggering a hot corner accidentally, try adding a modifier key so its action activates only when the pointer is in the corner and the key is pressed. To set this up, open the Hot Corners dialog, open the corner’s pop-up menu, and press a key (Shift, Control, Option, or Command). The key’s symbol appears in the menu. Keep the key down and choose the desired action.

The best way to set up your hot corners depends on how you use your Mac, of course. Our favorites are Start Screen Saver because it’s a quick override of the screen saver settings and Desktop because it removes screen clutter that gets in the way of using the Desktop.

(Featured image by Norbert Levajsics on Unsplash)

Intuit Has Stopped Updating the QuickBooks Online Mac App; Switch to a Web Browser

If you’re using QuickBooks Online with the service’s Mac app to manage your business’s accounting, you may have seen a message like the one below announcing that Intuit has stopped updating the QuickBooks Online app. This doesn’t affect your QuickBooks Online account, which you can and should use via a Web browser at qbo.intuit.com now. Even if the QuickBooks Online Mac app continues to work, which it likely will for some time, we recommend that you delete it and switch entirely to a Web browser. It’s not safe to use an unsupported app for financial records because Intuit won’t be fixing any security vulnerabilities going forward.

(Featured image based on an original by RODNAE Productions from Pexels)

Are You Incurring Technical Debt? Avoid It by Staying Current

Have you heard the term technical debt? It’s what you incur whenever you delay upgrading software and hardware for too long. It’s like forgetting to brush your teeth regularly and putting off dental checkups. There may be no immediate downside, but the ongoing maintenance and low cost of regular cleanings will likely save you from painful and expensive fillings and root canals.

It’s easy to start down the path toward technical debt. Perhaps you rely on an out-of-date productivity package, an industry-specific program that gets infrequent updates, or an accounting package that isn’t being developed for the Mac anymore. There’s no reason you have to act as soon as you realize you’ve been painted into a technical corner, but the longer you put off the upgrade, the faster the technical debt meter increases.

Here’s what happens. Because of the old app you need, you can’t upgrade to a new version of macOS. No problem, except that prevents you from running the app on a new Mac, since new Macs seldom support older versions of macOS. That’s not a problem either, until the old Mac dies and you need to replace it. Or, perhaps the Mac doesn’t fail, but it becomes clear that it’s far slower than any Mac you could purchase today. Worse, when you are forced to replace that Mac due to poor performance or hardware failure, you’re suddenly faced with an additional expense for new software on top of the new hardware. Old software is a ticking time bomb.

There’s another aspect to technical debt that you have to keep in mind. The older your systems are, the more work it will take to keep them running. That work may come out of time you could spend on other projects or with your family, or it could end up generating consulting expenses. Is it sensible to avoid the monthly cost of Adobe Creative Cloud if it means that you’re paying a consultant regularly to solve the kinds of problems that become ever more common with an older Mac that can still run the ancient Adobe Creative Suite 6?

In short, the deeper your technical debt, the more you’ll eventually pay in three categories:

  • Loss of productivity: Modern Macs are vastly faster than models from years ago, and new app features can provide significant productivity boosts as well.
  • Unscheduled upgrades: Murphy’s Law ensures that an old Mac or peripheral will fail at the worst possible time, usually when you’re facing a deadline or when the expense is hard to swallow.
  • Support costs: Just as taking care of your teeth reduces the likelihood of dental surgery in the future, keeping up with upgrades eliminates the need for long hours of heroic data migration or recovery later.

We’re not saying that you have to buy the latest and greatest immediately. But you can employ some smart strategies to ensure that you never fall too deep into technical debt. Before we get into them, be aware that everything we’re going to discuss here will cost money. Sorry, but technology is essential to modern life and business—it’s not a luxury. However, follow our advice, and you will have more predictable costs and may even pay less overall.

Software

In the past, you paid for a software license once and could choose to pay a (usually discounted) upgrade fee every year or two. Licenses were typically expensive—it wasn’t uncommon for apps to cost hundreds or thousands of dollars. Such licenses still exist, but many apps have moved to a subscription model, where you pay monthly or annually. The overall cost is usually roughly similar to the licenses plus upgrades of yesteryear, but many people dislike subscriptions because they feel locked in.

We empathize—subscriptions add up for us too—but on the plus side, they offer a predictable cost and guarantee that you’ll always have the latest version, usually along with free technical support.

For software still sold on a license basis, we recommend assuming that you’ll upgrade at least every two or three years. Any longer than that and you’ll have to start making accommodations that will cut into productivity or increase support costs.

The worst-case scenario to avoid is depending on an app or system that’s so old that you have to buy used hardware to replace anything that fails. Bite the bullet and pay for a new app, transition consulting, and hardware, or else you’ll find yourself paying non-stop to keep an ancient system running.

Hardware

Smart businesses upgrade their Macs on a schedule rather than dealing with each computer on an individual basis. Research has shown that the sweet spot to swap out a Mac is in the 3–5 year timeframe. Hardware problems start to increase after that point, performance lags compared to current machines, and resale value drops.

If you don’t already have one, make an inventory of all your Macs, including the date they were purchased, and use it to work up a replacement schedule. Larger companies tend to do this programmatically—they pay less attention to what each employee does or what their needs are—but there’s no reason you can’t prioritize some systems over others to optimize performance and smooth out the overall expense.

It may make sense to shuffle some Macs around instead of treating each one independently. For instance, if one employee does a lot of video work, upgrading them every year to the most powerful Mac available might improve their productivity significantly, and their old Macs can be handed down to other employees.

Maintenance

Regular maintenance also plays a role in avoiding technical debt. It’s essential to keep up with Apple’s operating system and security updates, for instance, because failing to do so could result in a breach that would be costly to remediate.

Monitoring software can also be useful in providing early warning of failing drives, reporting on backup status, clarifying which of your Macs are up-to-date, and much more. Contact us if you’re interested in learning more about a service like this.

Don’t dismiss physical maintenance as a way of reducing technical debt. Keeping Macs free of dust can prevent them from running hot, which shortens the lifespan of various components. Ensuring that every Mac has at least a surge protector, if not an uninterruptible power supply, can also go a long way toward protecting sensitive electronics from damaging power surges and sags.

In the end, avoiding technical debt just means making a plan for regular upgrades and maintenance and sticking to it. Do that and you’ll both have predictable expenses and save money in the long run. And hey, make that dentist appointment too, eh?

(Featured image by Anna Shvets from Pexels)

Use Messages to Share Your Current Location Quickly

We’ve all gotten that panicked “Where are you?!?” text message at some point. Sometimes it’s an easy question to answer, but at other times, the answer is “Well, right here, wherever that is.” That’s unsatisfying, of course, but using Messages on your iPhone, you can do better. Tap the person’s name at the top of the conversation, tap the Info button, and in the screen that appears, tap Send My Current Location. Messages immediately sends a little thumbnail map showing where you are, and if the recipient taps it, they can see a larger map, get directions, or open it in Maps. It’s a brilliant little feature!

(Featured image by Andrea Piacquadio from Pexels)

Four Ways to Reduce Zoom Fatigue

After a long day of video calls, you might feel like your brain has been wrung out like a wet washcloth—we certainly do. It’s exhausting to stare into a computer for hours every day while participating in meetings or classes. This condition is called Zoom fatigue, and it’s a recent affliction for most of us because the pandemic has dramatically increased the popularity of video calls. We don’t mean to beat on Zoom here—this condition plagues people who use Cisco WebEx, FaceTime, Google Hangouts, Google Meet, Microsoft Teams, Skype, and other videoconferencing software too.

But there are techniques you can employ to reduce Zoom fatigue. Researchers at Stanford University have identified four reasons why video calls are so tiring and offer suggestions on making them less so. They include:

  • Close-up eye contact is overwhelming. You usually sit about an arm’s length from your computer display, and if one person is on screen at a time, their head may be close to life-size. You’d never be that near someone’s face in real life unless they were a close family member, and even then, you wouldn’t hold that position for long. Shrink your window or switch to gallery view so you’re talking to postage stamps rather than feeling like someone is up in your face.
  • Looking at yourself is psychologically harmful. We all have mirrors, but can you imagine staring into one for hours every day? Only a pathological narcissist would do that. Worse, constantly seeing your own image can make you worry about your appearance and what others think of you. Once you’ve verified that you’re properly framed and don’t have salad in your teeth, hide your preview or switch to a view that doesn’t include you.
  • Sitting perfectly still is difficult. This is hardest on kids, but even adults have trouble staying sufficiently still to remain perfectly framed in a video window. When you’re on a standard phone call or in an in-person meeting, you might pace around the room or at least adjust your position in your chair. Try turning off your camera when possible—most calls work just as well without video—or position it so you can fidget or pace in person. Another solution is Apple’s Center Stage technology on the new M1-based iPad Pros, which automatically pans and zooms to keep you in the picture as you move around.
  • Video calls make you constantly think about call mechanics. There’s nothing natural about interacting with multiple people on a screen, so we’ve all come up with behaviors (some of which we just recommended!) to smooth over the cracks in the system. For instance, your brain has to expend extra effort to help you stay framed in the video window, worry about how you look, use exaggerated facial expressions so people know you’re paying attention, and use techniques like a thumbs-up to indicate approval without unmuting. The solution is to turn off your camera and hide the video window so your brain can take a break and focus on just the audio content of the call.

You’ll notice that most of the recommendations for reducing the mental strain of video calls come down to eliminating video. It shouldn’t be surprising because talking on the phone isn’t nearly as tiring, even when you’re on a conference call with a couple of people. There’s no question that video can help convey information that would be lost in a phone call, and it’s nice to see far-flung friends and family, but there’s no rule that video calls are the best form of communication for all situations.

We’ve started to put these recommendations into practice ourselves, and we encourage you to do so as well. And if you need support for why you’re turning off your camera or asking for audio-only calls, send people a link to this article.

(Featured image by Anna Shvets from Pexels)

Upgrade to iOS 14.5 and watchOS 7.4 to Unlock Face ID iPhones with Your Watch

You have to feel for Apple sometimes. The company’s engineers put an astonishing amount of work into the hardware and software necessary for Face ID to recognize your face nearly instantly and unlock your iPhone or iPad. Regardless of whether you’re wearing a hat and glasses. Even in the dark. It’s one of those pieces of technology that’s so advanced that it’s indistinguishable from magic.

But the one thing that stymies Face ID every time is also the most important factor in curbing the spread of the coronavirus: the humble face mask. We’ve all been wearing masks for the past year, so if you have an iPhone X or later with Face ID, you’ve undoubtedly been annoyed by having to tap in your passcode repeatedly while masked. Early in the pandemic, Apple tweaked iOS 13 so you could enter a passcode without waiting for Face ID to fail. That was a help, but with the just-released iOS 14.5, Apple has now made the problem go away entirely, at least if you have an Apple Watch.

Here’s how it works. Once you’ve updated your Face ID–enabled iPhone to iOS 14.5 and your Apple Watch Series 3 or later to watchOS 7.4, you can enable the Unlock with Apple Watch setting. From then on, if your mask prevents Face ID from unlocking your iPhone, iOS will check to see if your watch is nearby, on your wrist, protected by a passcode, and unlocked. If so, your iPhone unlocks immediately, just as though it had scanned your face successfully. Your Apple Watch also taps your wrist to alert you and give you the option of locking the iPhone again, just in case someone has surreptitiously snagged your iPhone and is using the feature to unlock it in your presence.

To enable this feature, go to Settings > Face ID & Passcode on your iPhone, scroll down to Unlock with Apple Watch, and turn on the switch next to your Apple Watch. If you don’t have a passcode enabled for your Apple Watch, turn that on in the Watch app, in My Watch > Passcode. (While you’re on that screen, be sure to enable Unlock with iPhone too, since that prevents you from having to type the Apple Watch passcode in nearly all situations.)

That’s all there is to it—it’s brilliant! Apple undoubtedly put a great deal of thought into architecting this feature so it’s easy to use without compromising the iPhone’s security. If you haven’t yet updated to iOS 14.5 and watchOS 7.4, we encourage you to do so right away to take advantage of this feature. And if you don’t yet have an Apple Watch, this might be reason enough to get one.

(Featured image by Uriel Mont from Pexels)

Archive Email to Avoid Mail Quotas, Improve Performance, and Reduce Clutter

Email is a major part of all our lives, both personally and professionally, and as such, it can add up. Before you know it, you have years of email stored away—potentially tens or even hundreds of thousands of messages. Most of the time, that’s fine. Email doesn’t take up any physical space and not even that much digital space in the scheme of things.

However, there are situations where you might want to archive email, by which we mean download it from the server and store it for posterity on your Mac, possibly outside your email app. Some of those reasons include:

  • Insufficient server space: Institutional email accounts sometimes have inflexible mail quotas, and although you can pay for more storage on many large email providers, you might prefer instead to clear out old mail that you don’t refer to anymore.
  • Reduce clutter: Even if you have sufficient server space, archiving mail—particularly mail from ancient completed projects—might reduce the mental load of having it in your email app.
  • Poor email client performance: Although good email apps should be able to handle hundreds of thousands of messages, it’s possible that reducing the amount of email in your account would help if you’re experiencing slowdowns.
  • Switching email providers: If you choose to stop using a particular email account, you might want to download all the mail in it first.
  • Leaving a job or graduating from school: If you have a work or school email account that will be shut down after you leave, you might want to archive all that email beforehand.
  • Preserving a former employee’s business communications: From the opposite perspective, if an employee of yours leaves, you might want to archive their work email account so you have an easily searched record of what they said to clients or suppliers.
  • Local backup: Although most email providers and businesses back up their servers (and probably better than most users), it’s not inconceivable that you could lose mail stored remotely. Archiving email locally—perhaps on an annual basis—ensures the long-term preservation of your email communications.

So how should you archive your email? There are two general approaches:

  • Store email in a local mailbox: The most straightforward approach is to store email in a local mailbox on your Mac using your existing email app. It’s free and keeps your mail together, but it makes switching to another email app more complicated, and it’s fussy to move local mailboxes to other Macs. Plus, it may require some effort to keep an archive up to date.
  • Archive email in a dedicated app: You’ll have to pay for an archiving app, but these apps work with multiple email apps, may provide more powerful searching capabilities, and often integrate email with other archived data. It’s also easier to move archived data between Macs or even keep it available on a server for access on multiple machines.

Store Email in a Local Mailbox

For simple archiving, it’s easy to create local copies of messages or mailboxes you want to preserve locally. The main thing to keep in mind here is the difference between moving and copying.

  • Move: When you move a message from the server to a local mailbox, you’re deleting it from the server. Move messages when you want to clear space on the server.
  • Copy: When you copy a message, the original message stays on the server, and a copy appears in the local mailbox. Copy messages if you want a local backup of important messages or mailboxes but also want to keep them available online.

How you do this varies slightly by app, but let’s look at Apple’s Mail—other apps will be similar. The first step is to create a local mailbox. Choose Mailbox > New Mailbox and then choose On My Mac from the Location pop-up menu when naming it.

Then, to move or copy mail:

  • Move messages locally: Select messages and, from the Message > Move To menu, choose the desired On My Mac mailbox. You can also Control-click a selection to access the Move To menu or drag the messages from a server-based mailbox to a mailbox under On My Mac.
  • Copy messages locally: Select messages and, from the Message > Copy To menu, choose the desired On My Mac mailbox. Alternatively, Control-click a selection to access the Copy To menu, or Option-drag the messages to an On My Mac mailbox. Also note that you can copy an entire mailbox by dragging it from an online account in Mail’s sidebar to the On My Mac section of the sidebar.

You can also select a mailbox and choose Mailbox > Export Mailbox to save all the data to a local file in .mbox format suitable for importing into other email and archiving apps.

Archive Email in a Dedicated App

When it comes to archiving email in an app dedicated to that purpose, the details vary, so let’s focus on giving you some choices for the leading Mac archiving apps. Once you know what you want, you can more easily pick among them:

  • DEVONthink Pro ($199): The most powerful (and expensive) of these apps is undoubtedly DEVONthink Pro. It can import directly from Apple’s Mail and Microsoft Outlook and supports importing .mbox files exported from other email apps. Its integration with Mail and Outlook lets you continually archive new messages without worrying about duplicates. DEVONthink is a general-purpose information management app that also lets you import, organize, and search for files of any kind, scan documents with optical character recognition, and much more. The $499 DEVONthink Server lets multiple people access the shared data over the Web.
  • EagleFiler ($49.99): Another general-purpose archiving app, EagleFiler supports direct imports from Mail and Outlook, and it can also import .mbox files exported from numerous other email apps. With Mail, EagleFiler can skip previously imported messages and includes an option to remove duplicate messages from mailboxes. It makes it easy to search archived email and lets you reply (using your standard email app) to archived messages. Beyond email, you can import, organize, search, and view any kind of file, and everything is stored in its original format in a standard Finder folder.
  • Mail Archiver X ($49.95): Mail Archiver X focuses on email, supporting major email clients like Mail, Outlook, Postbox, and Thunderbird along with .mbox files, and it can even archive email directly from your IMAP or Gmail account. You can set up Mail Archiver X to archive email on a schedule, automatically skipping previously archived messages. It lets you store messages in its internal database format, FileMaker (if you have a license), or PDF.
  • MailSteward ($24.95/$49.95/$99.95): All the basics are here—support for Mail and Postbox plus .mbox files, scheduling of imports, importing into a relational database, automatic skipping of duplicates (and later identification of them if necessary). The three editions of MailSteward let you pick how much power you need. The Lite edition may be all most people need, but the standard edition adds automatic scheduling, saved searches, and database exporting and merging. The Pro version is necessary only for very large archives over 250,000 messages—it trades MailSteward’s SQLite database for MySQL.

We realize there’s a lot to think about here, but no one solution fits all. If you’d like advice on which app would be best for your particular needs and help setting it up, don’t hesitate to contact us.

(Featured image by Gerhard G. from Pixabay)