Click the icon, then pick the desired target folder via the little folder icon and provide a name for the folder: This allows you to create a folder on Dropbox for this record. Hint: If files and folders are not being displayed here, please check your Dropbox settings with regards to selective sync and smart sync. In addition, on the right side of the window you'll find a preview area. Simply select the folder you'd like to have linked and all contained subfolders and files will be displayed as a list:
This allows you to link an existing folder from Dropbox with the selected Daylite record. When you first use the Dropbox integration you're presented with two choices: Link Folder and Create Folder 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. You'll find the DayliteDocs tab and its sub-section Dropbox in many places in Daylite, for example with persons, companies, projects and opportunities.
This article covers the functionality of the Dropbox integration. Get access to files and folders in your Dropbox from within Daylite or delegate files from Dropbox to your colleagues for further editing. With the Daylite plugin DayliteDocs you can integrate Dropbox with Daylite.
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