This guide helps to Update a contact in Doculan allows you to keep recipient information accurate and up to date. From the Contacts page, select the edit option, modify the required details, and save the changes. The updated information is instantly reflected across all workflows where the contact is used. This ensures smooth communication and prevents errors caused by outdated data.
- Navigate to Contacts page to view existing contacts.
- Click the Edit (pen icon) next to the contact you want to modify.
- Update the contact details (Name, Email, Phone Number, etc.).
- Click Save Changes.
- The contact information will be updated successfully.
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