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Update contactbook.md

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updated the image and details on the contact page.
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pravin
2025-08-01 17:24:37 +05:30
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commit 98c18357cd
1 changed files with 11 additions and 4 deletions
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docs/docs/help/Reports/contactbook.md
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@@ -14,8 +14,8 @@ 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 Documents section.
<img width="828" alt="Add contact" src="https://github.com/user-attachments/assets/80308df4-33a8-41ee-a240-801f775dcec0" />
<img width="828" alt="Add contact" src="https://github.com/user-attachments/assets/7c42e4cd-8832-45fe-a714-a6c5fd3be986" />
## Understanding the Contactbook report
### Adding a New Contact:
@@ -29,10 +29,17 @@ The Contactbook page displays a list of contacts with the following columns:
- **Name**: The contact's name.
- **Email**: The contact’s email address.
- **Phone**: The contact’s phone number (if available).
<img width="828" alt="contactbook" src="https://github.com/user-attachments/assets/524a7aa7-594e-412a-ad50-caebc125c1db" />
### Import contacts:
OpenSign provides the feature to import contacts in bulk using an Excel or CSV file.
Click the Import button located at the top-right corner. A popup will appear allowing you to upload your file. You can also download a sample file, add your contacts to it, and then upload it.
Once imported, the contacts will be added to your list. Duplicate entries—based on email ID—will be skipped automatically.
<img width="828" alt="Improt contacts" src="https://github.com/user-attachments/assets/94edbbe8-3e03-4396-8ad7-37cf276873f5" />
### Action buttons
- **Edit**: To edit a contact, click the pencil icon next to the contact’s details. This will allow you to modify and update the contact information.
-
- **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.