How do I manage my Contacts?

How do I manage my Contacts?

In the ‘Contacts’ tab, you can add contacts using 4 different methods.

To add a contact directly,

  1. Select the category
  2. Click on the + icon
  3. Provide First Name, Last Name and Email
  4. Click ‘Add’ to finish

·         There are four types of contact import methods. You can use any of the below methods to add new contact to your contacts list,

  1. Import CSV files
  2. Import VCF files
  3. Import contacts through Gmail
  4. Import contacts through Outlook

You can also categorize contacts as work, personal and inactive contacts.

With ZorroSign ‘Contacts,’ you can create a group of contacts which will increase efficiency when assigning contacts to  workflows and sharing documents among users.

To create a new group,

  1. Click on + icon in front of groups
  2. Then provide a ‘Group Name’ and ‘Description’
  3. Select contacts to be added to the group
  4. Click ‘Update’

 You can edit or delete groups as needed.



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