7/3/2023 0 Comments The dropbook![]() ![]() Here you can choose into which custom field these public links should be inserted. The following article describes how you can add custom fields. As an example, this can be useful when working with client folders for setting up inbound expenses, outbound bills or project subfolders.įor Daylite records like Projects, Companies, People and Opportunities Dropbox links can be generated and automatically written to a custom field. You can enter these initial folders in the field provided. When you create a folder, you can automatically create the folders defined here (see above animation). Please make sure to make the correct selection here.Īll settings below work across the entire database and are only available to Daylite administrators. If you set up a second folder, a popup window will appear asking you if the account is personal or for business.If you want to use a second Dropbox account to separate private and job-related files, please check these articles on the Dropbox website for details.If you're using the Dropbox app on macOS, the path can be retrieved automatically from there. The path to the Dropbox folder is where the Dropbox folder is located on your Mac.In this following security prompt, click continue.A pop-up login window will open like our below above.Click on Dropbox and log in with your Dropbox credentials.Navigate to PluginCenter and open DayliteDocs.In order to use the Dropbox integration in Daylite, you must sign in to Dropbox via DayliteDocs: Please make sure you have this set up accordingly before proceeding. This ensures that files from your Mac can easily be shared with others. We highly recommend to have your Dropbox settings adjusted so that your local Dropbox folder sits in the Users / Shared directory. The sahred Dropbox link provides direct access even on iPhone and iPad. Files and folders from Dropbox can be delegated as a Daylite task with a reference link and a Dropbox link. ![]() Our Dropbox integrations allows you to link Dropbox folders or create new ones for people, projects, companies and opportunities. ![]()
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