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.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.