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Knowledge base
As an Accountant
Getting started with Pragmeo
3
Create an Administrator
Setting up Your Services
Signup for Pragmeo
Services and Tasks
7
Create/Edit a Procedure
Add a Default Schedule to a Procedure
Add the Information to Collect in the Procedure
Add Information to Send in the Procedure
Add Information for Internal Use in the Procedure
View all 7
Clients
6
Create/Edit a Client
Create/Edit a Contact
Create a Task
Create a Login for a Contact
Working with documents
View all 6
Settings
8
Adding Accountants
Company
Manage your Subscription Package
Manage Roles
Billing and subscriptions
View all 8
Forms
7
Controlling Visibility of your Form Fields
Using a Calculated Field in your Form
Edit and Design a Form
Configuration Options for Form Fields
Using Spreadsheets in your Form
View all 7
As a Self-Service User
Getting started with pragmeo
1
Working with documents - customer
Help Desk Software
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