Address book and contact categories

If you'd like to share documents more easily, we offer the possibility of adding contacts to your address book and categorizing them based on your requirements – this will help decrease the time spent on sending document invitations.

How to add a new contact to your 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 side 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. On the left side of the page, choose the category "Address book".

3. In the subsection "Contacts", click the button "Create new contact".

4. Fill in all of the necessary fields and click "Create".

How to edit a contact or delete them from your address book

5. Go to the "Address book" category of your settings, as described in the 1st and 2nd steps of this support article.

6. In the subsection "Contacts", choose the contact you'd like to edit or delete and click the "Actions" button, which is located next to their information on the right.

7. Click on the action of your choice.

• If you choose to edit the contact, make all the necessary changes and click "Save".
• If you choose to delete a contact, confirm the action by clicking "Yes, delete it".

How to add a new contact category in your address book

8. Go to the "Address book" category of your settings, as described in the 1st and 2nd steps of this support article.

9. In the subsection "Contact categories", click the button "Create new category".

10. Fill in the required information and click "Create". 

How to edit or delete a contact category from your address book

11. Go to the "Address book" category of your settings, as described in the 1st and 2nd steps of this support article.

12. In the subsection "Contact categories", click on the "Actions" button located on the right and then click on the action of your choice.

• If you choose to assign new contacts, make all the necessary changes and click "Assign".
• If you choose to edit the contact, make all the necessary changes and click "Save".
• If you choose to delete the contact category, confirm the action by clicking "Yes, delete it".