DayliteDocs Plugin From iOSXpert

Product Updates / July 16, 2015 / Kristie

Do you have a lot of PDF documents that you need to save for your Contacts, Opportunities, or Projects? Our friend at iOSXpert have released a new Daylite plugin called DayliteDocs that makes managing documents in Daylite even easier.

DDocs Video Anfangsfolie EN

DayliteDocs Features:

  • See at a glance, all the documents for a specific Person, Company, Opportunity, or Project to quickly scan and find the one you need
  • View all documents stored in Daylite from the Global Overview
  • Find a document by searching linked objects such as a Person or Company and even search content within the document
  • View your documents in Preview Mode without having to open them
  • View 2 documents side-by-side to compare

Bildschirmfoto 2015-07-13 um 15.50.09

Checkout this video to see what you can do with DayliteDocs.

For more information and to download this plugin, visit iOSXpert’s website.

Join 38,877 subscribers making clients happy and growing their business.