DayliteDocs
Search and find documents based on their content, scan documents even with your iPhone, and drop them straight into Daylite. Connect your Dropbox to Daylite and see your client folders instantly on the Daylite record.
Features
Document Management
Scan documents with your iPhone, find document contents in the global search, print documents as a file into your Daylite database.
Dropbox-Integration
Integrate your Dropbox with Daylite. Delegate tasks to colleagues with a Dropbox share so they can modify documents on their device (including iOS devices) and Daylite notifies them of completion. Find and create Dropbox files in Daylite.
Your iPhone as Scanner
HelpCenter articles about DayliteDocs
- What is DayliteDocs?
- How do I scan documents with DayliteDocs?
- How do I search for documents with DayliteDocs?
- How do I set up the Dropbox integration with Daylite?
- How do I use the Dropbox integration in Daylite?
- What is the OneDrive-Integration?
- How do I use DayliteDocs to send documents by email?
Have questions about our Daylite extensions?
Make a free appointment with our consulting team:
