Contact Management: Adding, Editing & Deleting Contacts

Your contacts are people and companies you work with regularly. Store their information once, then link it to document placeholders across all your deals—so you never have to re-enter the same details.

Adding a Contact

1. Go to People → Contacts
2. Click the Add Contact button
3. Choose Person or Company, fill in the details, and click Save

Editing a Contact

1. Go to People → Contacts
2. Click on any contact row to open their details
3. Make your changes and click Save

Tip: When you edit a contact, any document placeholders linked to that contact will automatically update with the new information.

Deleting a Contact

1. Go to People → Contacts
2. Click the trash icon on the right side of the contact row
3. Confirm the deletion

Note: Deleting a contact is not permitted if its actively being used in any documents.