When sending out case files and creating signers, you can get suggestions from your contact book based on what you're typing in the relevant field.
Note that only administrators can access the contact book to create, update, and delete contacts stored in the contact book. The contact book is shared among all users in the company. This means that if one user adds a contact, it can also be used by all other users.
Settings for storing contacts
As an administrator you can enable the option to store contacts. Under Configure and then Company, it is possible to enable “Allow users to store contacts”. This setting applies to all users on your account with no differentiation between user or admin rights.
Once this is enabled users will be able to see this option when adding a new recipient while creating a new casefile.
Note that all contacts are stored in the same contact book, so if a user saves a new contact it will be visible to the administrators on the account and can be suggested to other users when creating a new case file.
If you have allowed users to store contacts, all users on your account will have the option to store contacts by default under their own profile settings.
If you choose to deactivate this feature under your company settings, then the option to “Store in contact book” will no longer be available whilst creating a new case file.
As an administrator however, you can still manage and add contacts to your contact book.
How to add, edit and delete a contact
Only administrators can add, edit and delete contacts through the contact book. You can find the contact book by going to Configure and then Contacts.
- In the contact book, click on the Add Contact button.
- Enter a Name and Email address. You also have the option to enter a Company name; however, that is not a mandatory field.
- Edit a contact, click on the pencil symbol next to the contact that you would like to make updates to.
- Delete a contact, click on the trash can symbol and choose delete.
FAQ
Who can store contacts?
If an administrator has enabled users to store contacts on the account, then everyone will be able to choose to save a new contact during the add recipient while creating a new casefile. If this option has not been enabled, then neither users nor users with administrator rights will be able to save contacts in the company account.
When I go to configure I do not have access to the contact book - why?
If you are not an administrator of the account you will not be able to view the contact book. Under "Profile", you can see which role and thereby access rights you have. Please reach out to your administrator directly in case you have any questions related to this topic.