Download the latest version of Daylite Server Admin from the link on the following screen. In Daylite Server Admin, go to Help Migrate to Daylite Cloud 4. Login using the Email and Password you entered in Step 1. Warning: Before Migrating have your team sync all Macs, iPhones & iPads they use with Daylite. You can view the Self-Serve. Download; Arrange Appointment; Select Page. Home » Daylite CRM for Mac, iPhone & iPad » Daylite Individual. Individual solutions – CRM Daylite for Mac and iPhone. Customize Daylite to your individual needs. Our team of application developers has many years of development experience in iOS, macOS, and Daylite. At the end of the migration, we will download the newly-migrated Daylite database onto devices for up to 3 Daylite users 1 Mac per user and 2 iOS devices per user. If desired, we will also turn on cardDAV the sync to the Contacts app and calDAV sync the sync to the Calendars app on those Macs and iOS devices. Daylite is a powerful Mac & iOS CRM (Customer Relationship Management) that helps teams manage more clients, close more deals, and complete more projects. Designed for small businesses on Macs, Daylite supports many built-in Apple features such as Apple. 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.
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.
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- 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.
- Once this is done, turn on the Daylite Mail integration and you are all set.
How to use the SignEasy - Daylite Integration
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.
- Search for the contact within Daylite and you will see that the document and the email has been attached to their profile.