With the address book feature you're able to save contact details about a person/company and reuse that information when creating a new contract.


How it works

When you are creating a contract and adding a counterpart you will see a checkbox on the bottom of the window (Save to address book). When checking this checkbox you will save that person & companies information to the address book that can be used again later on.



Next time when you want to send a contract to the same person/company you will see a search bar on the top of the window. If you start searching for a person/company you have saved to the address book they will appear.



When pressing that person we will fill in all the information that you have entered for that person/company in the fields. If you change any information except Company name or email and check the checkbox we will update that person/company.


Permissions

Everyone that can create a contract within the collection will be able to use this feature. And its Collection based, so the people/company you save to the address book will only be saved to that specific collection.


Manage the Adress Book


In the left side menu you'll find the Address Book icon, click on it to enter the Adress Book.



You can switch between companies and contacts via the tabs at the top.



Choose to add or remove new contact details. You can also click on a company to edit the details and see which contacts are attached to it.





* Note

Companies and individuals are stored separately. So if you save someone inside the “company” tab you will not be able to see that person in the “contacts” address book and vice versa.