What is the custom file integration?

With the Custom integration in the plugin DayliteDocs, you connect Daylite to a folder of your choice, for example a shared folder on your Mac, on a file server, or on a connected drive such as a NAS (e.g. Synology). Folders of other cloud services (e.g. Nextcloud) that are synced to your Mac can also be used this way. You can link existing folders to people, companies, projects, and opportunities or create them with a single click within your folder structure. Files and folders can be delegated as tasks with file references. No 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 Custom integration in Daylite, follow these steps:

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

3. In the Custom Folder step, click Choose. In Finder, select the folder in which DayliteDocs should create and link folders.
   

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 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 Custom integration

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

Linking and creating folders

The Link Folder option allows you to link an existing 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 in the folder chosen during setup. 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 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 folder button provides access to additional functions:

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

Creating tasks from files

By right-clicking a file or folder within the Custom 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.