What is the iCloud Drive integration?

iCloud Drive is Apple's cloud storage that keeps your files up to date on your Mac, iPhone, and iPad. With the iCloud Drive integration in the plugin DayliteDocs, you can link existing iCloud Drive folders to people, companies, projects, and opportunities or create them with a single click within your folder structure. iCloud Drive files and folders can be delegated as tasks with file references. Since DayliteDocs works directly with the iCloud Drive folder on your Mac, no additional sign-in is needed.

Table of Contents

• Setting up the integration
• Advanced settings
• Linking and creating folders
• Working with Drop Zones
• The action menu
• Creating tasks from files
• Sharing files
• Open With and Show in Finder

Setting up the integration

To set up the iCloud Drive integration in Daylite, follow these steps:

1. Navigate to the PluginCenter and open DayliteDocs.
2. Click on iCloud Drive.

3. In the iCloud Drive Folder step, click Retrieve. DayliteDocs automatically finds the iCloud Drive folder on your Mac. Confirm with Use.
   

4. If the folder is not found automatically, check that iCloud Drive is turned on in System Settings. Alternatively, select the desired folder manually via Choose Other….

Advanced settings

The following settings apply to the entire database.

Automatic subfolders

When creating a folder, you can automatically create the folders defined here as subfolders. For example, every new customer folder can get the subfolders Incoming invoices, Outgoing invoices, and Projects.

Finder link (local link)

Specify which custom fields on projects, contacts, companies, and opportunities the local link to the iCloud Drive folder should be written to. Use this link to open the folder directly in Finder.

The following article describes how to add and edit custom fields.

Features of the iCloud Drive integration

You will find the DayliteDocs tab with the iCloud Drive section on people, companies, projects, and opportunities.

Linking and creating folders

The Link Folder option allows you to link an existing iCloud Drive folder to the selected Daylite object. Simply select the desired folder. All files and subfolders contained in the linked folder will be displayed. On the right side, you will also find a preview area.

Alternatively, you can create a new folder for the selected Daylite object by clicking the Create Folder button.

In the following window, choose the parent folder and assign a folder name. New folders can also be created directly at the top level of iCloud Drive. If you would like to automatically create subfolders, enable the option Create automatic subfolders.

Working with Drop Zones

Drop Zones allow you to drag & drop files from macOS Finder directly into a linked iCloud Drive folder in Daylite. Drop Zone 1 copies files into the main folder, Drop Zone 2 copies files into the selected subfolder.

The action menu

The iCloud Drive button provides access to additional functions:

• Delete the link to the iCloud Drive folder
• Set the name of the Daylite object as the folder name
• Show the iCloud Drive folder in Finder

Creating tasks from files

By right-clicking a file or folder within the iCloud Drive integration in Daylite, you can directly create a task from that file. The selected file or folder is immediately linked to the task.

Sharing files

Selected files can be directly shared with other applications using the Share function, for example via iMessage. This allows files to be quickly and easily distributed from within Daylite.

Open With and Show in Finder

Beneath the preview window, you will find the options Open With and Show in Finder. Open With displays a list of applications installed on your Mac that can open the selected file. Clicking an application opens the file in that application. The Show in Finder button reveals the selected file or folder directly in Finder.