Overview of the Contact Tab
Under the Contacts tab, you can see all of the contacts that you've added and all the recipients you've sent documents to. You can also see the different contacts assigned to your team members.
Active contact filter shows those who have at least one active document sent to them.
Inactive contact filter shows those who have no documents sent to them.
Create a Contact
To add a new contact, simply press the New contact button in the top right. Type in all the information you know about the contact and press Save. You can also add a photo of the contact by clicking on the avatar icon.
When you add a new recipient to a drafted document that is not already in your contact list, it is automatically added to your list. This way you can easily select the contacts from the list the next time you want to send a document to them.
Edit a Contact
If you click on the name of a contact, you will get an Edit Contact window.
Here you can see all documents sent out to that recipient and you can update all their contact information. Make the changes you want and click Save when you finish.
To prevent duplicates of a contact, GetAccept uses the email addresses and mobile numbers as unique keys. That way, if a contact with the same email address is added, the existing one will be updated with the new information.
Search for a Contact
If you click on the magnifying glass at the top right of the page, you can search for a contact to see if they exist. You can see contact details and documents sent to your own contacts.
Restricted access does not affect contact sharing.
Delete a Contact
To delete a contact, you first need to delete the documents you sent to the contact. Once done, you can click Delete Contact while in the Edit Contact window.
Under the New Contact button, you can show all of your team member's added contacts if you are part of a team.
An admin can also show all contacts that have been added by users on the entity.
You can also do a bulk upload or a bulk download of your contacts for quick and easy sharing. Read more about that in this article.