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markdown"><header><h1>Contactbook</h1></header>
<p>The <strong>Contactbook</strong> report in OpenSign enables you to add and manage contacts.</p>
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="accessing-contactbook">Accessing Contactbook<a href="#accessing-contactbook" class="hash-link" aria-label="Direct link to Accessing Contactbook" title="Direct link to Accessing Contactbook" translate="no">​</a></h2>
<p>To view your Contactbook:</p>
<ol>
<li class="">Log in to your OpenSign account.</li>
<li class="">Navigate to the left sidebar.</li>
<li class="">Click on the <code>Contactbook</code> link under the Documents section.</li>
</ol>
<img width="828" alt="Add contact" src="https://github.com/user-attachments/assets/7c42e4cd-8832-45fe-a714-a6c5fd3be986">
<h2 class="anchor anchorTargetStickyNavbar_Vzrq" id="understanding-the-contactbook-report">Understanding the Contactbook report<a href="#understanding-the-contactbook-report" class="hash-link" aria-label="Direct link to Understanding the Contactbook report" title="Direct link to Understanding the Contactbook report" translate="no">​</a></h2>
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="adding-a-new-contact">Adding a New Contact:<a href="#adding-a-new-contact" class="hash-link" aria-label="Direct link to Adding a New Contact:" title="Direct link to Adding a New Contact:" translate="no">​</a></h3>
<p>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.</p>
<p>The Contactbook page displays a list of contacts with the following columns:</p>
<ul>
<li class=""><strong>Sr.No</strong>: A sequential number for each contact.</li>
<li class=""><strong>Name</strong>: The contact&#x27;s name.</li>
<li class=""><strong>Email</strong>: The contact’s email address.</li>
<li class=""><strong>Phone</strong>: The contact’s phone number (if available).</li>
</ul>
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="import-contacts">Import contacts:<a href="#import-contacts" class="hash-link" aria-label="Direct link to Import contacts:" title="Direct link to Import contacts:" translate="no">​</a></h3>
<p>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.</p>
<img width="828" alt="Improt contacts" src="https://github.com/user-attachments/assets/94edbbe8-3e03-4396-8ad7-37cf276873f5">
<h3 class="anchor anchorTargetStickyNavbar_Vzrq" id="action-buttons">Action buttons<a href="#action-buttons" class="hash-link" aria-label="Direct link to Action buttons" title="Direct link to Action buttons" translate="no">​</a></h3>
<ul>
<li class=""><strong>Edit</strong>: 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.</li>
<li class=""></li>
<li class=""><strong>Delete</strong>: 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.</li>
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