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I keep everything in a combination of OneNote and Google Sheets, which I link back to Salesforce with the Salesforce connector for Google Sheets. It is... not perfect, but spreadsheets were the only way I could find to quickly get the information down that I wanted to.

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This is the combination of things that originally led to my loving TagSpaces. I wanted local files that I could edit, have folders of varying file types, and include documents in the folders, opening as needed. Part of the issue was that I then wanted to link to, and from varying files... basically a knowledge base that was independent on data types.

Turns out that image capture, and document sync was the least of my problems. The mind maps, image data not being OCRed, and other things became a pain.

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