The files widget is part of the DayliteDocs plugin. DayliteDocs extends Daylite to a document management system. The widget simplifies working with files on Daylite objects enormously. It shows all files linked directly to the selected data record. It also displays files that are connected to the data record via links to other objects, for example estimates from an opportunity.
The widget includes many useful functions:
- Files can be moved directly onto the widget via drag&drop and thus attached directly to the selected object.
- The plus symbol can be used to add files from the hard disk to the object or scan them directly with the iPhone.
- It is possible to open a file directly using the Quicklook function.
- Files can be opened from within Daylite using other programs.
- Selected files can be shared directly from Daylite with other programs.
- It is possible to use many helpful right mouse button actions.
Related articles
How do I add files via the Files widget?
How do I open files with the Files widget?
How do I use the Share function from within Daylite on files?