How to Add a Contact in your Client's Vault?

Modified on: Wed, 23 Aug, 2023 at 2:25 PM

You can add contacts from different places in your Vault. You can set reminders, share documents or assign these contacts as one of your Trusted Advisors. 

Step-by-step guide:

Using the contacts tab

You can manage your contact in this area. Here, you can add a contact manually or import it by uploading a .vcf file (vCard).

Step 1: Add new contact manually.

Step 2: Click  on  the  '+'  button  in  the  top-right  menu,  select 'Add Contact'.

Add Contact from the '+' button located on the top right

Or click 'Add Contact' from the Top Ribbon

Add contact from the Top Ribbon


Step 3: Add mandatory fields: First Name, Last Name and Email.

Enter mandatory fields to Add Contact

Step 4: Click 'Create'. 

Using import contact card

Step 1: To import a contact, Click on 'Import Contact  Card' on the top right corner. 

Step 2: Locate the vCard file in your computer and click 'Open'.


Using inbound email

Step 1: If  a  vCard is  sent to your Vault  using the inbound  email, the system will automatically  add it to your Contact list.

Step 2: Click 'Accept' to save the vCard in your Contacts list, or 'Remove' if  you don’t want this  contact in your Vault.

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