How to Add, Edit and Delete Contacts
Easily save contacts to your address book. In this step-by-step guide, you’ll learn how to add new contacts, edit existing ones, and delete those you no longer need. Perfect for keeping your contact list up to date and easy to manage.
Add and Edit Contacts
Delete Contacts
How to Add, Edit and Delete Contacts — FAQ
Can I create new recipients not in the Address Book?
Yes. You can create a new recipient manually when adding them to a document. However, that recipient will only be added in that document.
What contact information should I store?
Store the key details that help you identify a contact: full name, company, account ID, primary email, phone numbers that explain the contact’s relationship to your business or projects.
Where can I use my saved contacts?
You can use your saved contacts when adding your document recipients to any document.
Can I assign Primary, CC, and TO roles using my contacts?
Yes. When you add a saved contact as a recipient, you can immediately define their role as Primary, CC (Carbon Copy), or TO (To be informed) directly from the recipient list in the document.
Where I can edit an existing contact?
You can edit contact information in two primary locations:
- Within the Contacts Address Book (if you have the correct access), or
- Directly within the document editor's right sidebar. You can add or edit your own Recipients at any time, but you cannot modify the shared company Contacts unless you have the correct access.
Can all users delete contacts?
No. You cannot delete a contact from the Contacts Address Book unless you have the correct access.
What’s the difference between Contacts and Recipients?
- In the Admin area, Contacts Address Book, is shared across the entire company.
- In the Document Editor, Recipients refer to the people who will receive the document. You can add or edit your own Recipients at any time, but you can’t modify the shared company Contacts unless you have the correct access.