You can add contacts to your account from different areas:

 

A. Contact Page

1. Go to "Contacts" in the top menu, click "+Add New Contact".








2. Fill out all the information and click "Save".

 


B. Document Summary

1. In the Document View, Edit the Document Summary and click "+Add Contact".

2. Click "Search Contacts".

3. Click "+ Create New".



4. Fill out all the information and click "Save".

 

C. Folder Form

1. In the Document View, click "Edit" in the folder or click on "User Folder Form".

2. Click in the plus icon next to "Contacts"

3. Click "Search Contacts" and then click "+ Create New".






4. Fill out all the information and click "Save".