Dropbox-Integration
Find and create Dropbox files in Daylite
Exclusive for Mac, iPhone & iPad
Dropbox-Integration
Find and create Dropbox files in Daylite
Exclusive for Mac, iPhone & iPad
Folder linking with Daylite objects
Link client folders to a company in Daylite. All documents are searchable from Daylite.
Tasks for Documents
Create tasks in Daylite with document shares to simplify review processes, for example.
Shares from within Daylite
Create tasks in Daylite with document shares to simplify review processes, for example.
Combine tasks and document management
Dropbox integration not only makes it easier for you to search and create Dropbox documents and folders. It also allows you to create entirely new workflows. For example, create time-limited shares and delegate them to colleagues with Daylite’s task management.
Most important features
- Automatic creation of folder directories
- Find Dropbox documents by name or content from Daylite.
- Create shares for folders or documents from within Daylite.
- Use Drop Zones to easily assign documents to Daylite objects.
- Create tasks with links to shared files for yourself or delegate them to other users.
- Include web links to documents so iOS users can open them directly.
Integrations:
Related topics:
Experience Daylite and the Plugins live
Book our Online-Webcasts
This function belongs to the section: Build & Nurture Relationships.
Blog Entries | Build & Nurture Relationships
Comments in Daylite: The easy way to share knowledge with your team
As a Daylite user, you know the advantage of email integration: you always have an overview of your communications with customers and partners. This...
3 useful ways to quickly capture contacts in Daylite
Contacts are the gold of any customer database. Manual contact entry is a tedious but necessary topic for many. Whether it’s email signatures,...
Document management with Daylite
Document management includes many different aspects. While in some industries documents are now managed exclusively in electronic form, such as...
