Search for documents and filter
Find your documents by file type, date of creation or linked object. The easily designed user interface takes you always fast to your target.
You are looking for a special word, an invoice number or a document? With DayliteDocs you will always find what you are searching. With a double click you can jump directly to the document, check it or edit it.
Take your documents directly from the scanner to Daylite
Just drag a PDF document on the Docs2Daylite Companion app and our plug-in will do everything else. All electronically generated PDFs are saved in Daylite so that they are directly searchable. Decide whether you want to store the document in the database or rather save it locally on your hard disk or server. All documents are collected and managed in DayliteDocs. From there they can be linked to individuals, companies, projects, opportunities and all other kinds of objects.
Do you often use a scanner to digitise documents? Connect your ScanSnap scanner with Docs2Daylite. This way you can scan your document in one step, make it searchable with OCR (Optical Character Recognition) and save autonomously in Daylite.
Freely configurable filters and searches
The smart search function of DayliteDocs is freely configurable and provides you with many setting options. This way you can add filters for the file format, the place of storage and the date of creation, among other things.
The search criteria provide more ways to extend or narrow down your results. You can filter results for projects or tasks, for example. Or you prefer that the search routine should include the contents of files or notes and e-mails