Contacts Menu Overview

Article author
Learning Center Mekari
  • Updated

The Contacts menu functions to help you easily add document recipients. Here is a brief explanation of the Contacts menu:

No Column Name Description
1 Add contact Use this button to add contacts manually.
2 Import contacts Use this button to import contacts that you have.
3 Search To search for a contact name.
4 Contacts list

Displays detailed contact information including full name, job type, company name, email address, phone number, and address.

There is also an Actions button, which you can use to:

- Send document: To send a document to that contact.

- Edit: To modify the contact.

- Download as CSV: To download contact information in .csv format.

- Delete: To delete the contact.

That concludes the explanation of the contacts menu overview. Next, learn how to create a new contact here.