Address book

The Address Book feature allows you to save contacts along with their details for easy access and reuse in future document creation.

When adding a contact, you have the flexibility to select the necessary information required, ensuring all relevant details are captured efficiently.

Different ways of adding contacts to the address book

• Directly when adding a participant in a document.
• Via the address book.

In the document view

1. Create a new document. 
2. Add a counterparty to the document, fill in all necessary fields.
3. Select the Save contact checkbox.  

In the address book view

1. Go to the Address book.
2. Click on + Add contact > fill in all necessary fields > Confirm.

INFORMATION
Our system does not perform unique checks on emails, names or company names, allowing the addition of the same contact multiple times.

NOTE
When you're adding a new contact, you have the option to include notes. This is particularly useful for marking important details, such as identifying a contact as a decision-maker.

Edit/Remove a contact

1. Go to Address book.
2. Search for a contact > Click on the action menu > Edit or Delete. 
3. Make the necessary changes > Confirm.

Add a contact from the address book

Next time you want to send a document to the same individual/company:

1. Create a new document > Add a counterparty to the document.
2. Typ the contact details In the search bar.
3. The system will suggest all matching contacts. Pick the one you want to add.
   
4. The system will populate all available information to the fields automatically.

INFORMATION
No details are updated on an existing contact when you add them to a document and make changes to that contact. However, a new contact is created if you update/change the email address.

Permissions

To grant users access to the address book, they need to have the specific permission associated with their workspace role. If a user doesn't have access to the address book, they won't be able to select a contact from the address book when creating documents.

IMPORTANT
Address books are workspace-based. A contact you save to the address book will only be saved to that specific workspace.