{"id":263101,"date":"2025-06-12T14:28:33","date_gmt":"2025-06-12T12:28:33","guid":{"rendered":"https:\/\/iosxpert.biz\/?p=263101"},"modified":"2025-07-03T10:52:53","modified_gmt":"2025-07-03T08:52:53","slug":"document-management-with-daylite","status":"publish","type":"post","link":"https:\/\/iosxpert.biz\/en\/document-management-with-daylite\/","title":{"rendered":"Document management with Daylite"},"content":{"rendered":"\n<p>Document management includes many different aspects. While in some industries documents are now managed exclusively in electronic form, such as PDFs, Word, Numbers or Excel files, some companies continue to work with a large number of paper documents.<\/p>\n\n\n\n<p>Both the basic functions of Daylite and the iOSXpert extensions offer excellent opportunities to considerably simplify the finding and management of documents. Daylite makes it possible to link any documents to objects or to save them directly in the Daylite database. The document in question then appears in the history of a person, a company or a project, for example. Or you can create and delegate a task to a document for further processing or review.<\/p>\n\n\n\n<p>The iOSXpert <a href=\"https:\/\/iosxpert.biz\/en\/plugins-for-daylite\/daylitedocs\/\">DayliteDocs<\/a> plugin makes working with documents even more user-friendly. If you already use DayliteDocs, you are probably familiar with the following functions:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/115000033011-How-do-I-scan-documents-with-DayliteDocs\">Using the iPhone as a document scanner<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/20548513623452-How-do-I-save-documents-with-Docs2Daylite-via-the-macOS-print-menu-in-Daylite\">\u201cPrinting\u201d documents to Daylite<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/115000033011-How-do-I-scan-documents-with-DayliteDocs\">Sending paper documents to Daylite via a scanner<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/115001802672--How-do-I-perform-a-full-text-search-with-DayliteDocs\">Finding documents in Daylite based on their content<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/115000021431-How-do-I-search-for-documents-with-DayliteDocs\">View all documents linked to an object<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/5855666640668-How-do-I-submit-a-PDF-for-signature-from-DayliteDocs\">Sending contract documents to contractual partners for electronic signature<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/4545101595794-How-do-I-set-up-the-Dropbox-integration-with-Daylite\">Integration of the Dropbox document management system<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-new-in-copilot\">New in Copilot<\/h3>\n\n\n\n<p>With the latest update, we have further simplified document management for you. In <a href=\"https:\/\/iosxpert.biz\/en\/copilot\/\">Copilot<\/a>, you will now find a clear document view that offers you many new options:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/20430343050140\/\">Drag and drop documents<\/a> onto the overview, which then turns into a drop zone and saves the file in Daylite directly on the selected object.<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e115719bb33&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e115719bb33\" class=\"wp-block-image aligncenter size-full wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"1708\" height=\"1056\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/EN-DragDrop-files-1-1.gif\" alt=\"\" class=\"wp-image-263713\"\/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use <a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/20431050865308\/\">Quicklook<\/a> to view your documents in the preview.<\/li>\n\n\n\n<li>Share documents directly from the overview with other macOS apps.<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e115719bff3&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e115719bff3\" class=\"wp-block-image size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2060\" height=\"1340\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/EN-Share-from-within-Daylite-1-2060x1340.png\" alt=\"\" class=\"wp-image-263105\" srcset=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/EN-Share-from-within-Daylite-1-2060x1340.png 2060w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/EN-Share-from-within-Daylite-1-1280x833.png 1280w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/EN-Share-from-within-Daylite-1-980x637.png 980w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/EN-Share-from-within-Daylite-1-480x312.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\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Share from Daylite<\/figcaption><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add documents from macOS to Daylite with the native <a href=\"https:\/\/support.apple.com\/guide\/mac-help\/mh40614\/mac\">Share function<\/a> (\u201cShare-Sheet\u201d).<\/li>\n<\/ul>\n\n\n\n<figure data-wp-context=\"{&quot;imageId&quot;:&quot;69e115719c3c7&quot;}\" data-wp-interactive=\"core\/image\" data-wp-key=\"69e115719c3c7\" class=\"wp-block-image aligncenter size-large wp-lightbox-container\"><img loading=\"lazy\" decoding=\"async\" width=\"2060\" height=\"1055\" data-wp-class--hide=\"state.isContentHidden\" data-wp-class--show=\"state.isContentVisible\" data-wp-init=\"callbacks.setButtonStyles\" data-wp-on--click=\"actions.showLightbox\" data-wp-on--load=\"callbacks.setButtonStyles\" data-wp-on-window--resize=\"callbacks.setButtonStyles\" src=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/EN-Share-to-Daylite-1-2060x1055.png\" alt=\"\" class=\"wp-image-263107\" srcset=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/EN-Share-to-Daylite-1-2060x1055.png 2060w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/EN-Share-to-Daylite-1-1280x656.png 1280w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/EN-Share-to-Daylite-1-980x502.png 980w, https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/EN-Share-to-Daylite-1-480x246.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\" \/><button\n\t\t\tclass=\"lightbox-trigger\"\n\t\t\ttype=\"button\"\n\t\t\taria-haspopup=\"dialog\"\n\t\t\taria-label=\"Enlarge\"\n\t\t\tdata-wp-init=\"callbacks.initTriggerButton\"\n\t\t\tdata-wp-on--click=\"actions.showLightbox\"\n\t\t\tdata-wp-style--right=\"state.imageButtonRight\"\n\t\t\tdata-wp-style--top=\"state.imageButtonTop\"\n\t\t>\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" fill=\"none\" viewBox=\"0 0 12 12\">\n\t\t\t\t<path fill=\"#fff\" d=\"M2 0a2 2 0 0 0-2 2v2h1.5V2a.5.5 0 0 1 .5-.5h2V0H2Zm2 10.5H2a.5.5 0 0 1-.5-.5V8H0v2a2 2 0 0 0 2 2h2v-1.5ZM8 12v-1.5h2a.5.5 0 0 0 .5-.5V8H12v2a2 2 0 0 1-2 2H8Zm2-12a2 2 0 0 1 2 2v2h-1.5V2a.5.5 0 0 0-.5-.5H8V0h2Z\" \/>\n\t\t\t<\/svg>\n\t\t<\/button><figcaption class=\"wp-element-caption\">Share via Docs2Daylite<\/figcaption><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Start an e-signing process with Dropbox Sign or SimpleSign.<\/li>\n\n\n\n<li>Right-click to create a <a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/20559131733788\/\">task for a document<\/a>.<\/li>\n\n\n\n<li>For important documents that you want to keep track of, our redesigned Details widget allows you <a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\/articles\/20443116898844\/\">to pin<\/a> them to the history alongside other Daylite items.<\/li>\n<\/ul>\n\n\n\n<p>These improved functions make document management with Daylite even more efficient and user-friendly, allowing you to further optimize your work processes.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<p class=\"has-text-align-center\" id=\"block-ccc571b1-f0e0-47a3-b524-a4f5ba3d1d9b\"><strong>We are here to help!<br><\/strong>Questions?&nbsp;<a href=\"https:\/\/iosxpert.biz\/en\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">Contact us<\/a>&nbsp;or visit our&nbsp;<a href=\"https:\/\/support.iosxpert.biz\/hc\/en-us\" target=\"_blank\" rel=\"noreferrer noopener\">HelpCenter<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Document management includes many different aspects. While in some industries documents are now managed exclusively in electronic form, such as PDFs, Word, Numbers or Excel files, some companies continue to work with a large number of paper documents. Both the basic functions of Daylite and the iOSXpert extensions offer excellent opportunities to considerably simplify the [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":263025,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"off","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[549,552],"tags":[565,567,522,569,524,574,599,571,665],"dipi_cpt_category":[],"class_list":["post-263101","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-build-nurture-relationships","category-close-more-deals","tag-crm-en","tag-crm-for-apple-en","tag-crm-for-apple","tag-daylite-cloud-en","tag-daylite-expert","tag-daylite-extensions","tag-document-management","tag-iosxpert-en","tag-mac-en"],"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 with Daylite - iOSXpert<\/title>\n<meta name=\"description\" content=\"Improve your document management with powerful features from Daylite and iOSXpert for electronic documents.\" \/>\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-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 with Daylite\" \/>\n<meta property=\"og:description\" content=\"Improve your document management with powerful features from Daylite and iOSXpert for electronic documents.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/iosxpert.biz\/en\/document-management-with-daylite\/\" \/>\n<meta property=\"og:site_name\" content=\"iOSXpert\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/iosxpertbiz\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-12T12:28:33+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-07-03T08:52:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/CRM_Daylite_Dokumente_Dokumentenmanagement-2.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1\" \/>\n\t<meta property=\"og:image:height\" content=\"1\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Bettina Ruppert\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Bettina Ruppert\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/iosxpert.biz\/en\/document-management-with-daylite\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/iosxpert.biz\/en\/document-management-with-daylite\/\"},\"author\":{\"name\":\"Bettina Ruppert\",\"@id\":\"https:\/\/iosxpert.biz\/en\/#\/schema\/person\/4263125c43942d6ef3e6a0356fdb2620\"},\"headline\":\"Document management with Daylite\",\"datePublished\":\"2025-06-12T12:28:33+00:00\",\"dateModified\":\"2025-07-03T08:52:53+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/iosxpert.biz\/en\/document-management-with-daylite\/\"},\"wordCount\":365,\"publisher\":{\"@id\":\"https:\/\/iosxpert.biz\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/iosxpert.biz\/en\/document-management-with-daylite\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/iosxpert.biz\/wp-content\/uploads\/2025\/06\/CRM_Daylite_Dokumente_Dokumentenmanagement-2.png\",\"keywords\":[\"CRM\",\"CRM for Apple\",\"CRM for Apple\",\"Daylite Cloud\",\"Daylite Expert\",\"Daylite Extensions\",\"document management\",\"iOSXpert\",\"Mac\"],\"articleSection\":[\"Build &amp; 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