Manage Contacts

Add a Contact Using the Contact Tab
You can add contacts from different places in your Vault. You can set reminders, share documents or assign these contacts as Trusted Advisors. Step 1. C...
Wed, 26 Sep, 2018 at 3:12 PM
Import Contact Card
Step 1. To import a contact, click on “Import Contact Card” on the top right corner. Step 2. Locate the contact card in your computer and click “Op...
Thu, 6 Sep, 2018 at 9:53 AM
Add a Contact Using the Document Summary Tab
While viewing a document and/or editing your Document Summary form, you are able to add a contact to your contacts list from your Document Summary tab, that...
Thu, 6 Sep, 2018 at 9:53 AM
Edit/Delete Contacts
In the contacts area you are able to edit or delete contacts. Step 1. Click on a contact in the Contacts tab. TO EDIT Step 2. Click the “Edit” b...
Thu, 6 Sep, 2018 at 9:56 AM