{"id":250957,"date":"2022-04-05T16:46:34","date_gmt":"2022-04-05T14:46:34","guid":{"rendered":"https:\/\/iosxpert.biz\/?p=250957"},"modified":"2024-09-25T15:41:19","modified_gmt":"2024-09-25T13:41:19","slug":"document-management-2-0-with-daylite","status":"publish","type":"post","link":"https:\/\/iosxpert.biz\/en\/document-management-2-0-with-daylite\/","title":{"rendered":"Document Management 2.0 with Daylite"},"content":{"rendered":"\n<p>Take <a href=\"\/en\/daylite-crm-software\/daylite-all-features\/document-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">document management<\/a> in Daylite to the next level with the new Dropbox integration for our <a href=\"\/en\/plugins-for-daylite\/\" target=\"_blank\" rel=\"noreferrer noopener\">DayliteDocs plugin<\/a>.<\/p>\n\n\n\n<p>From now on, connect your Dropbox account with Daylite in DayliteDocs.<\/p>\n\n\n\n<p>Our latest integration allows you to connect the document management features of your Dropbox with your client, project, and task management.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Set-Up-Dropbox-Integration-Rohmaterial-2.gif\" alt=\"\" class=\"wp-image-251199\" width=\"701\" height=\"425\"\/><\/figure><\/div>\n\n\n\n<p>Create a Dropbox folder directly from Daylite to store documents, videos, and other document types Dropbox can manage. From the Daylite settings, you can define which subfolders will be created automatically. Then, you can access all files stored in these folders directly from Daylite.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Dropbox-Integration-Create-Folder-Rohmaterial-1.gif\" alt=\"\" class=\"wp-image-251201\" width=\"699\" height=\"421\"\/><\/figure><\/div>\n\n\n\n<p>Store new files in your Dropbox folder or via a drop zone in Daylite.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2060\" height=\"1297\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Drag_and_Drop-6-2060x1297.png\" alt=\"\" class=\"wp-image-251223\" srcset=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Drag_and_Drop-6-2060x1297.png 2060w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Drag_and_Drop-6-1280x806.png 1280w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Drag_and_Drop-6-980x617.png 980w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Drag_and_Drop-6-480x302.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) and (max-width: 980px) 980px, (min-width: 981px) and (max-width: 1280px) 1280px, (min-width: 1281px) 2060px, 100vw\" \/><\/figure><\/div>\n\n\n\n<p>But the most valuable benefit has not yet been revealed:<\/p>\n\n\n\n<p>You can share files or folders from Daylite and make that share available to members of your Dropbox team or external contacts.<\/p>\n\n\n\n<p>Daylite users can send a task with an access link to the file. For example, as an attorney, you can send a task to a colleague, asking them to review a document. The link to access the document is then already included in the task.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Dropbox_Task-1.png\" alt=\"\" class=\"wp-image-251205\" width=\"700\" height=\"613\"\/><\/figure><\/div>\n\n\n\n<p>If the recipient of the task&nbsp; is using Daylite on iPhone or iPad, you can also send a link so that the corresponding document opens immediately when they tap on the link. With this integration, you add task management to Dropbox and always find documents in the right place in Daylite.<\/p>\n\n\n\n<p>You can also search for documents from Daylite using all the features of a Dropbox search &#8211; including file contents.<\/p>\n\n\n\n<p>The Dropbox integration of DayliteDocs works with both the private and business versions of Dropbox and, of course, respects all the access rights you set for your Dropbox.<\/p>\n\n\n\n<p>The new Dropbox integration is available free of charge to all customers using <a href=\"\/en\/plugins-for-daylite\/\" target=\"_blank\" rel=\"noreferrer noopener\">DayliteDocs<\/a> or our<a href=\"\/en\/dayliteplus-crm-mac\/\" target=\"_blank\" rel=\"noreferrer noopener\"> extension suite Daylite+<\/a>.<\/p>\n\n\n\n<h3 class=\"has-text-align-center wp-block-heading\" id=\"h-test-daylite-including-dropbox-integration-30-days-for-free\">Test Daylite+ including Dropbox integration 30 days for free!<\/h3>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button aligncenter is-style-fill\"><a class=\"wp-block-button__link has-background\" href=\"https:\/\/iosxpert.biz\/en\/download\" style=\"border-radius:8px;background-color:#26a900\" target=\"_blank\" rel=\"noreferrer noopener\">Daylite+ free trial<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>For those who want to get started with Daylite+ right away, here is some helpful info:<\/p>\n\n\n\n<p><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/4408105833746-What-is-Daylite-\" target=\"_blank\" rel=\"noreferrer noopener\">What is Daylite+?<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/4408099671314-How-do-I-subscribe-to-Daylite-\">How do I subscribe to Daylite+?<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/4410288736146-How-do-I-subscribe-to-Daylite-if-I-already-have-an-existing-plugin-subscription-\">How do I subscribe to Daylite+ when I already have an existing plugin subscription?<\/a><\/p>\n\n\n\n<p class=\"has-text-align-center\"><strong>We&#8217;re here to help!<\/strong><\/p>\n\n\n\n<p class=\"has-text-align-center\"><a href=\"https:\/\/iosxpert.biz\/en\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">Contact us<\/a> or visit our <a href=\"https:\/\/iosxpert.biz\/en\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">HelpCenter<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Take document management in Daylite to the next level with the new Dropbox integration for our DayliteDocs plugin. From now on, connect your Dropbox account with Daylite in DayliteDocs. Our latest integration allows you to connect the document management features of your Dropbox with your client, project, and task management. Create a Dropbox folder directly [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":251055,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"<!-- wp:paragraph -->\n<p>Take <a href=\"\/en\/daylite-crm-software\/daylite-all-features\/document-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">document management<\/a> in Daylite to the next level with the new Dropbox integration for our <a href=\"\/en\/plugins-for-daylite\/\" target=\"_blank\" rel=\"noreferrer noopener\">DayliteDocs plugin<\/a>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>From now on, connect your Dropbox account with Daylite in DayliteDocs.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Our latest integration allows you to connect the document management features of your Dropbox with your client, project, and task management.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"align\":\"center\",\"id\":251199,\"width\":701,\"height\":425,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Set-Up-Dropbox-Integration-Rohmaterial-2.gif\" alt=\"\" class=\"wp-image-251199\" width=\"701\" height=\"425\"\/><\/figure><\/div>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Create a Dropbox folder directly from Daylite to store documents, videos, and other document types Dropbox can manage. From the Daylite settings, you can define which subfolders will be created automatically. Then, you can access all files stored in these folders directly from Daylite.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"align\":\"center\",\"id\":251201,\"width\":699,\"height\":421,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Dropbox-Integration-Create-Folder-Rohmaterial-1.gif\" alt=\"\" class=\"wp-image-251201\" width=\"699\" height=\"421\"\/><\/figure><\/div>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>Store new files in your Dropbox folder or via a drop zone in Daylite.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"align\":\"center\",\"id\":251223,\"sizeSlug\":\"large\",\"linkDestination\":\"none\"} -->\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Drag_and_Drop-6-2060x1297.png\" alt=\"\" class=\"wp-image-251223\"\/><\/figure><\/div>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>But the most valuable benefit has not yet been revealed:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>You can share files or folders from Daylite and make that share available to members of your Dropbox team or external contacts.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>Daylite users can send a task with an access link to the file. For example, as an attorney, you can send a task to a colleague, asking them to review a document. The link to access the document is then already included in the task.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:image {\"align\":\"center\",\"id\":251205,\"width\":700,\"height\":613,\"sizeSlug\":\"full\",\"linkDestination\":\"none\"} -->\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full is-resized\"><img src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2022\/04\/Dropbox_Task-1.png\" alt=\"\" class=\"wp-image-251205\" width=\"700\" height=\"613\"\/><\/figure><\/div>\n<!-- \/wp:image -->\n\n<!-- wp:paragraph -->\n<p>If the recipient of the task\u00a0 is using Daylite on iPhone or iPad, you can also send a link so that the corresponding document opens immediately when they tap on the link. With this integration, you add task management to Dropbox and always find documents in the right place in Daylite.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>You can also search for documents from Daylite using all the features of a Dropbox search - including file contents.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>The Dropbox integration of DayliteDocs works with both the private and business versions of Dropbox and, of course, respects all the access rights you set for your Dropbox.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p>The new Dropbox integration is available free of charge to all customers using <a href=\"\/en\/plugins-for-daylite\/\" target=\"_blank\" rel=\"noreferrer noopener\">DayliteDocs<\/a> or our<a href=\"\/en\/dayliteplus-crm-mac\/\" target=\"_blank\" rel=\"noreferrer noopener\"> extension suite Daylite+<\/a>.<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:heading {\"textAlign\":\"center\",\"level\":3} -->\n<h3 class=\"has-text-align-center\" id=\"h-test-daylite-including-dropbox-integration-30-days-for-free\">Test Daylite+ including Dropbox integration 30 days for free!<\/h3>\n<!-- \/wp:heading -->\n\n<!-- wp:buttons -->\n<div class=\"wp-block-buttons\"><!-- wp:button {\"align\":\"center\",\"style\":{\"color\":{\"background\":\"#26a900\"},\"border\":{\"radius\":\"8px\"}},\"className\":\"is-style-fill\"} -->\n<div class=\"wp-block-button aligncenter is-style-fill\"><a class=\"wp-block-button__link has-background\" href=\"https:\/\/productcenter.iosxpert.biz\/download-dl-plc-installer\/en\" style=\"border-radius:8px;background-color:#26a900\" target=\"_blank\" rel=\"noreferrer noopener\">Daylite+ free trial<\/a><\/div>\n<!-- \/wp:button --><\/div>\n<!-- \/wp:buttons -->\n\n<!-- wp:spacer {\"height\":\"10px\"} -->\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n<!-- \/wp:spacer -->\n\n<!-- wp:paragraph -->\n<p>For those who want to get started with Daylite+ right away, here is some helpful info:<\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/4408105833746-What-is-Daylite-\" target=\"_blank\" rel=\"noreferrer noopener\">What is Daylite+?<\/a><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/4408067537554\" target=\"_blank\" rel=\"noreferrer noopener\">How do I subscribe to Daylite+?<\/a><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph -->\n<p><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/4408147952658\" target=\"_blank\" rel=\"noreferrer noopener\">How do I subscribe to Daylite+ when I already have an existing plugin subscription?<\/a><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph {\"align\":\"center\"} -->\n<p class=\"has-text-align-center\"><strong>We're here to help!<\/strong><\/p>\n<!-- \/wp:paragraph -->\n\n<!-- wp:paragraph {\"align\":\"center\"} -->\n<p class=\"has-text-align-center\"><a href=\"https:\/\/iosxpert.biz\/en\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">Contact us<\/a> or visit our <a href=\"https:\/\/iosxpert.biz\/en\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">HelpCenter<\/a><\/p>\n<!-- \/wp:paragraph -->","_et_gb_content_width":"","footnotes":""},"categories":[551],"tags":[567,559,569,524,574,600,599,601],"dipi_cpt_category":[],"class_list":["post-250957","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-plugin-updates-en","tag-crm-for-apple-en","tag-daylite-en","tag-daylite-cloud-en","tag-daylite-expert","tag-daylite-extensions","tag-daylitedocs-2","tag-document-management","tag-dropbox"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Document Management 2.0 with Daylite - iOSXpert<\/title>\n<meta name=\"description\" content=\"Take document management in Daylite to the next level with the new Dropbox integration for our DayliteDocs plugin. From now on, connect your Dropbox account with Daylite in DayliteDocs.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/iosxpert.biz\/en\/document-management-2-0-with-daylite\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document Management 2.0 with Daylite\" \/>\n<meta property=\"og:description\" content=\"Take document management in Daylite to the next level with the new Dropbox integration for our DayliteDocs plugin. 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