OpenSign/assets/js/5e1bb91e.66bcd084.js

"use strict";(globalThis.webpackChunkOpenSign_Docs=globalThis.webpackChunkOpenSign_Docs||[]).push([[6353],{13625(t,e,n){n.r(e),n.d(e,{assets:()=>r,contentTitle:()=>s,default:()=>h,frontMatter:()=>i,metadata:()=>o,toc:()=>l});const o=JSON.parse('{"id":"help/Reports/contactbook","title":"Contactbook","description":"The Contactbook report in OpenSign enables you to add and manage contacts.","source":"@site/docs/help/Reports/contactbook.md","sourceDirName":"help/Reports","slug":"/help/Reports/contactbook","permalink":"/docs/help/Reports/contactbook","draft":false,"unlisted":false,"editUrl":"https://github.com/opensignlabs/opensign/tree/feat-docs/docs/docs/help/Reports/contactbook.md","tags":[],"version":"current","sidebarPosition":7,"frontMatter":{"sidebar_position":7,"title":"Contactbook"},"sidebar":"tutorialSidebar","previous":{"title":"Expired","permalink":"/docs/help/Reports/expired"},"next":{"title":"Templates","permalink":"/docs/category/templates"}}');var c=n(74848),a=n(28453);const i={sidebar_position:7,title:"Contactbook"},s="Contactbook",r={},l=[{value:"Accessing Contactbook",id:"accessing-contactbook",level:2},{value:"Understanding the Contactbook report",id:"understanding-the-contactbook-report",level:2},{value:"Adding a New Contact:",id:"adding-a-new-contact",level:3},{value:"Import contacts:",id:"import-contacts",level:3},{value:"Action buttons",id:"action-buttons",level:3}];function d(t){const e={code:"code",h1:"h1",h2:"h2",h3:"h3",header:"header",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,a.R)(),...t.components};return(0,c.jsxs)(c.Fragment,{children:[(0,c.jsx)(e.header,{children:(0,c.jsx)(e.h1,{id:"contactbook",children:"Contactbook"})}),"\n",(0,c.jsxs)(e.p,{children:["The ",(0,c.jsx)(e.strong,{children:"Contactbook"})," report in OpenSign enables you to add and manage contacts."]}),"\n",(0,c.jsx)(e.h2,{id:"accessing-contactbook",children:"Accessing Contactbook"}),"\n",(0,c.jsx)(e.p,{children:"To view your Contactbook:"}),"\n",(0,c.jsxs)(e.ol,{children:["\n",(0,c.jsx)(e.li,{children:"Log in to your OpenSign account."}),"\n",(0,c.jsx)(e.li,{children:"Navigate to the left sidebar."}),"\n",(0,c.jsxs)(e.li,{children:["Click on the ",(0,c.jsx)(e.code,{children:"Contactbook"})," link under the Documents section."]}),"\n"]}),"\n",(0,c.jsx)("img",{width:"828",alt:"Add contact",src:"https://github.com/user-attachments/assets/7c42e4cd-8832-45fe-a714-a6c5fd3be986"}),"\n",(0,c.jsx)(e.h2,{id:"understanding-the-contactbook-report",children:"Understanding the Contactbook report"}),"\n",(0,c.jsx)(e.h3,{id:"adding-a-new-contact",children:"Adding a New Contact:"}),"\n",(0,c.jsx)(e.p,{children:"To add a new contact, click the red plus (+) button located at the top-right corner of the Contactbook page.\nThis will open a pop-up where you can enter the contact\u2019s name, email, and phone number."}),"\n",(0,c.jsx)(e.p,{children:"The Contactbook page displays a list of contacts with the following columns:"}),"\n",(0,c.jsxs)(e.ul,{children:["\n",(0,c.jsxs)(e.li,{children:[(0,c.jsx)(e.strong,{children:"Sr.No"}),": A sequential number for each contact."]}),"\n",(0,c.jsxs)(e.li,{children:[(0,c.jsx)(e.strong,{children:"Name"}),": The contact's name."]}),"\n",(0,c.jsxs)(e.li,{children:[(0,c.jsx)(e.strong,{children:"Email"}),": The contact\u2019s email address."]}),"\n",(0,c.jsxs)(e.li,{children:[(0,c.jsx)(e.strong,{children:"Phone"}),": The contact\u2019s phone number (if available)."]}),"\n"]}),"\n",(0,c.jsx)(e.h3,{id:"import-contacts",children:"Import contacts:"}),"\n",(0,c.jsx)(e.p,{children:"OpenSign provides the feature to import contacts in bulk using an Excel or CSV file.\nClick the Import button located at the top-right corner. 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