The Contacts menu makes it easier for you to add document recipients. The following is a brief explanation of the Contacts menu.
A. Personal
Description:
| No | Column Name | Description |
| 1 | Personal | Contains a list of personal contacts that can only be used by you as the contact creator. |
| 2 | Company | Contains a list of company contacts that can be used by other users registered with the same company. |
| 3 | Import contacts | Use this button to import your contacts. |
| 4 | Add contact | Use this button to add contacts manually. |
| 5 | Search | To search for a contact name. |
| 3 | Contacts list |
Displays detailed contact information, including full name, occupation, company name, email address, phone number, and address. There is an Edit button that you can use to change contact information. There is also an Actions button, which you can use to:
|
B. Company
In this tab, you can view the list of company contacts that can be used by other users registered with the same company.
The Company tab has an Activity logs button that you can use to view the activity history of company contacts.
This concludes the overview of the Contacts menu. Next, learn how to create a new contact here.
