The following describes how to add a document to Daylite simply by drag & drop and thus make it available to the full text search of DayliteDocs.
Please note: Please note that in the current version of Docs2Daylite only PDF documents are processed.
Import PDF documents
To add a PDF file to Daylite to be searched and filtered, drag it onto DayliteDocs's companion app Docs2Daylite. Docs2Daylite can be found on your desktop and/or in the Applications folder.
Please note: The text of the PDF file to be imported needs to be selectable & copyable, otherwise DayliteDocs will not be able to search the content of the text later. This is usually the case with PDFs created directly on the Mac or can be achieved by OCR'ing (text recognition) of scanned documents. The Docs2Daylite app cannot be executed by double-clicking, but is only used to import documents by drag & drop onto the app icon.
Please proceed as follows:
- Drag and drop a PDF document onto the Docs2Daylite app (several documents can be imported simultaneously)
- When importing the document, a Daylite note is created and the document is inserted into the note. The first line of text in the document is used as the title of the note.
- Daylite opens the just created note with the PDF document and allows you to link the note to other Daylite records, if desired
After the import the document is immediately available for the full text search of DayliteDocs.