DayliteDocs is an extension for Daylite that simplifies the management of your documents with Daylite. DayliteDocs gives you full access to your documents stored in Daylite or linked to Daylite as a file reference.
Add documents to Daylite as usual or use the Docs2Daylite app to import documents and their textual content. You can access all your files and documents both globally and selectively for a selected person, company, project or opportunity and browse, filter, view and open them for further processing in your installed applications (e.g. a Word document with Microsoft Word). A comparison function for selected file formats also allows you to view changes in documents. With indexing, you can also subsequently perform full text searches of your existing PDF documents.
- Import of PDF documents
Use Docs2Daylite to import PDF documents into Daylite via drag & drop and make the content searchable (requires PDF documents with selectable and copyable text).
- List available documents
Use DayliteDocs to list all files and documents available in Daylite in one place
- Search and filter options
Use extensive search and filter functions to find desired files
- Preview of documents
Preview a file directly in Daylite
- View documents
Open a selected file from Daylite in an installed program of your choice (e.g. PDF documents with Preview or AdobeAcrobat Reader)
- Compare documents
Use the comparison function for selected file formats, e.g. to see changes between two documents at a glance
- Search documents content
Make existing PDF documents in Daylite searchable (requires PDFs with markable and copyable text)
What is Docs2Daylite?
How do I scan documents with DayliteDocs?
🎬 How do I configure DayliteDocs?
How do I import documents with Docs2Daylite?