Pagico has many popular document types built-in, so you can create these documents easily in projects and/or contact profiles..
To do so, just click the Plus (+) button, and click the “More” menu item. Then you’ll see a list of four different document types.
Click any one of them will have a blank document of that type created in your current project or contact profile.
Customizing the list
You can click the “Customize” link to customize what choices show up in the popup menu.
To customize, just drag the application type you want to the top row. All items in the first row will be available in the popup menu.
Can’t find the application you need the most?
Shoot us an email about it, and we’ll consider adding it to Pagico.
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4 Notes
Is there a way to customize the project template, so I don’t have to customize my apps every time I create a new db?
I am interested in creating files within a project so that I can drop doc, exel, etc. into this file to separate and keep better track of large amounts of information. However, I can’t drop anything into a new file that I setup in a project. ????
@Shane,
The shortcut settings are database-specific. So you’ll have to configure for each one of your databases. The good thing is, you’ll only need to do this once for each db.
@Tami,
Um I assume you’re referring to creating folders in projects, and drop files into that folder? To do so, first create a folder in a project, and double-click on the folder to open it up (in Finder on Mac, or explorer on Windows). Then, drag files into the file manager window.
Hope this helps!