From 8ed73ba07b8d26ebb7a267ec7d55600d2d84f0d4 Mon Sep 17 00:00:00 2001 From: pravin Date: Mon, 21 Oct 2024 14:26:20 +0530 Subject: [PATCH] Create contactbook.md Added the new contact book report --- docs/docs/help/Reports/contactbook.md | 38 +++++++++++++++++++++++++++ 1 file changed, 38 insertions(+) create mode 100644 docs/docs/help/Reports/contactbook.md diff --git a/docs/docs/help/Reports/contactbook.md b/docs/docs/help/Reports/contactbook.md new file mode 100644 index 000000000..92e0d13b0 --- /dev/null +++ b/docs/docs/help/Reports/contactbook.md @@ -0,0 +1,38 @@ +--- +sidebar_position: 7 +title: Contactbook +--- + +# Contactbook + +The **Contactbook** report in OpenSign enables you to add and manage contacts. + +## Accessing Contactbook + +To view your Contactbook: + +1. Log in to your OpenSign account. +2. Navigate to the left sidebar. +3. Click on the `Contactbook` link under the reports section. + +Add contact + +## Understanding the Contactbook report +### Adding a New Contact: + +To add a new contact, click the red plus (+) button located at the top-right corner of the Contactbook page. +This will open a pop-up where you can enter the contact’s name, email, and phone number. + +The Contactbook page displays a list of contacts with the following columns: + +- **Sr.No**: A sequential number for each contact. +- **Name**: The contact's name. +- **Email**: The contact’s email address. +- **Phone**: The contact’s phone number (if available). + + contactbook + +### Actions button + +- **Delete**: To delete a contact, click on the trash icon located next to the contact’s details. This will remove the contact from your Contactbook. A confirmation prompt may appear to prevent accidental deletions. +