We recommend adding a contact when you are planning to share a folder or a document, or if you want them to upload or view documents in a secure way. Follow these steps to:

Add a contact manually

Step 1: Click the plus button and select add contact

The plus button is always located in the top-right corner.
You can also right-click on any white space to get the Plus menu actions.

Step 2: Populate the fields

The mandatory information is First Name, Last Name and Email. Click on the line to start typing.
The line on the field you are adding will change to blue.
The rest of the fields are optional.
You can add an image to the contact by clicking on "Add Image". Once, an image is assigned you can change it but not remove it.

Info! If you have a vault and also a Profession Portal, and you are planning to add as a Trusted Advisor your team, remember first to create their access in the Portal, and later create their Trusted Advisor Access to your vault using the same email address.