Dropbox-Integration

Find and create Dropbox files in Daylite

Experience Daylite live

Exclusive for Mac, iPhone & iPad

Dropbox-Integration

Find and create Dropbox files in Daylite

Experience Daylite live

Exclusive for Mac, iPhone & iPad

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CRM Daylite Mac Dropbox Integration Verlinkung Firma.png

Folder linking with Daylite objects

Link client folders to a company in Daylite. All documents are searchable from Daylite.
CRM Daylite Mac Dropbox Integration Aufgabe.png

Tasks for Documents

Create tasks in Daylite with document shares to simplify review processes, for example.
CRM Daylite Mac Dropbox Integration Zugriffsrechte.png

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:

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This function belongs to the section: Build & Nurture Relationships.

 

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