Once you are logged into the Daylite account, follow the step by step instructions given below to set up the Daylite-SignEasy integration. Note: Navigate here to Download and install the Daylite application for Mac OS. Start by installing the Daylite Mail Assistant by navigating to Daylite menu and selecting the Install Mail Assistant. Customize Daylite to your individual needs Our team of application developers has many years of development experience in iOS, macOS, and Daylite. Free download english font hindi style. Customers from all over the world turn to us if they have requirements that cannot be met with the standard functionalities of Daylite.
Getting Started with the SignEasy - Daylite Integration for Mac
To get started, login to the Daylite account you already have or sign up for a free Daylite account here. Once you are logged into the Daylite account, follow the step by step instructions given below to set up the Daylite-SignEasy integration.
Note: Navigate here to Download and install the Daylite application for Mac OS.
- Start by installing the Daylite Mail Assistant by navigating to Daylite menu and selecting the Install Mail Assistant.
- Select Install Mail Assistant in the following popup screen and you will be guided through the steps necessary to install the software.
- Select Continue in the following screen and then select Install.
- To complete the installation, select the Install software option on the installer prompt(enter the Mac password) and you will get a confirmation screen once the Mail Assistant is installed.
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- Once this is done, turn on the Daylite Mail integration and you are all set.
How to use the SignEasy - Daylite Integration
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This section shows you on how you can use SignEasy to sign your documents electronically and link them to an opportunity or a contact in Daylite.
- Login to your SignEasy account using the link https://app.signeasy.com/#/login
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- You may send out a document requesting a signature. Click here to know more about the request signature functionality.
- Once the document has been signed and finalised by all signees you will receive an email with the final document and the Audit trail.
- By using the Daylite Mail assistant plugin, you may add these attachments right into Daylite using the Add to Daylite option within Apple mail.
- Select the contact, objectives and the attachments respectively, and these will show up in Daylite.
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- Search for the contact within Daylite and you will see that the document and the email has been attached to their profile.