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
4 exciting new plugin features you should get to know
Role grouping - More insight and easier linking If you link a lot of people to a company, opportunity or project, the amount of people can quickly...
Brand new on the App Store: Maps4CRM
Are you on the road often in the field or as a service employee? Then Maps4CRM is just right for you! Maps Call directly from the app or send your...
Daylite Mail Assistant for MS Outlook – Public Beta
MS Outlook & Daylite are about to become best friends. For more than a year, we have been working on developing a Daylite integration for...
