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Here you can manage your personal address book. You can add new contacts manually or import them via CSV. Moreover you can filter the list (see highlighted filter in screenshot) and easily modify or remove a contact.

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  1. Add new contact
  2. Sort the list
  3. Actions


Adding new contacts one-by-one

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The import CSV should have the following parameter, where the first line is required as column identifier:

Code Block
first name, last name, e-mail address, primary phone, business address, company 
Bob, Xyzmo, bob@xyzmo.mail, +55123551255, Companycenter 1, Namirial 1

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 Charly, Xyzmo, charly@xyzmo.mail, +55123551255, Companycenter 2, Namirial2


Using contacts from the Address Book

Contacts entered in the address book are used as one of the data sources for auto-completion, and presented in the contacts dialog, when selecting recipients in the Envelope Creator - Recipients Page.