diff --git a/docs/docs/help/Reports/contactbook.md b/docs/docs/help/Reports/contactbook.md index b8268d548..c8d4458e7 100644 --- a/docs/docs/help/Reports/contactbook.md +++ b/docs/docs/help/Reports/contactbook.md @@ -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. - -Add contact + +Add contact ## 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). - - contactbook +### 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. + + Improt contacts + ### 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.