DayliteDocs allows you to search for files and file references in your Daylite database globally or in the context of your contacts, projects and opportunities. Search for files based on different criteria and even carry out full text searches within your documents.
To conduct a full-text search in DayliteDocs, your documents need to be indexed first. To do so, proceed as follows:
- In the Daylite menu bar, navigate to Plugins -> DayliteDocs -> Settings
- Select the Indexing tab
- Start indexing, activate automatic indexing and select a desired interval. This ensures that documents added to Daylite in the future will be indexed automatically.
How do I scan documents with DayliteDocs?
Why are some filter options greyed out in DayliteDocs?
What does "Move PDF to alternative directory" in the DayliteDocs preferences mean?