PRAGMEO

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