Address book and contact categories

If you'd like to share documents more easily, you can add contacts to your address book to avoid having to repeatedly input the same information. 
Note: If you are an administrator of a company account, you can also share your contact list with the other added users.

To create a new contact in the address book

1. Log in to the portal, and go to the settings by either clicking on the gear icon (located at the top, right corner of the screen) or by clicking on your name to reveal the drop-down menu and then selecting "Settings".

Gear icon:

Drop-down menu:

2. Open the tab "Address book".

3. Next to the section "Contacts", click the button "Create new contact".

4. Fill in the following mandatory fields: first name; last name, email or personal code.

5. You can also add a contact to a predefined contact category by selecting it from the list.

6. Choose whether you want to share this contact with the other users within the company account by checking the box.

7. To finish creating the new contact, click "Create".

8. To edit or delete the contact, click on the "Actions" button next to that particular contact.


To create a contact category

9. Next to the section "Contact categories", click the "Create new category" button.

10. Define the category title in the field "Name".

11. Choose whether you want to share this contact category with the other users within the company account by checking the box.

12. To finish creating the new contact category, click "Create".

13. To edit the created contact category, click on the "Actions" button next to it and then choose "Edit category".

14. You can edit the category title; choose whether you want to share this contact with the other users within the company account; and select which users should be assigned to this category.

15. Finish editing by clicking the button "Save".

16. To delete a contact category, click "Actions" and then "Delete".

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