Documents & Dropbox
With Daylite’s document management, you can store files straight to the contact or company record. The integration of Dropbox not only makes it easier to find and create documents, but also enables innovative workflows. You can create time-limited approvals and delegate them to colleagues using Daylite’s task management.
HelpCenter Articles related to Documents & Dropbox
- What is DayliteDocs?
- How do I configure DayliteDocs?
- How do I search for documents with DayliteDocs?
- Can I edit documents stored in Daylite?
- Is there a search history in DayliteDocs?
- How do I sort search results in DayliteDocs?
- How do I perform a full-text search with DayliteDocs?
- How do I use the Dropbox integration in Daylite?
- How do I set up the Dropbox integration with Daylite?
Daylite Functions related to Documents & Dropbox
Document Management
Scan documents with your iPhone, find document content in the global search, print documents as a file to the Daylite database.
Dropbox-Integration
Integrate your Dropbox into Daylite. Delegate tasks with a Dropbox share to colleagues to be able to change these documents on your end device (also iOS device). Find and create Dropbox files in Daylite.
Your iPhone as Scanner
Scan documents with your iPhone and store them searchable in Daylite.
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