Putah Creek Development is a consulting and software development firm. Our focus is on small-to-medium size business productivity. Our primary method is to model the human interactions and information flow of the business in Daylite, a highly customizable and programmable CRM database for Mac and iOS, now releasing continuous improvements every few weeks.
We have just added Merlin Project to our portfolio. To download its installer for macOS, please click the wizard’s hat logo on the right from a Mac web browser like Safari.
Please explore the site all you like, paying special attention to our Plugins features, and when you have questions just send them to us using the contact form, and we will get right back to you.
Download Mac OS X 10.5.6 for Mac & read reviews. The Mojave update.
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Daylite Mac Torrent paid membership, you will still have access to all of the Daylite Mac Torrent files in the Creative Cloud folder on your Daylite Mac Torrent computer and via the Creative Cloud website. Your account will be downgraded to a free membership, which includes 2GB of storage. Download Daylite and enjoy it on your iPhone, iPad, and iPod touch. Daylite is an all-in-one CRM for entrepreneurs, boutique firms and agencies. Keep track of client communication, deals, and projects – all in one place. Download the latest version of Daylite for Mac for free. Read 18 user reviews and compare with similar apps on MacUpdate. Aug 12, 2021 Download the latest version of Daylite for Mac for free. Read 18 user reviews and compare with similar apps on MacUpdate.
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.
- 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
- You may send out a document requesting a signature. Click here to know more about the request signature functionality.
Daylight Crm
- Once the document has been signed and finalised by all signees you will receive an email with the final document and the Audit trail.
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- 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.
Daylite Mac Download
- Search for the contact within Daylite and you will see that the document and the email has been attached to their profile.