This guide helps to Creating a Contact in Doculan allows you to store essential recipient information for quicker form assignment and communication. Simply navigate to the Contacts section and we have to add contact, and enter the required details such as name, email, and phone number. Once saved, the contact becomes instantly available for use across forms and workflows. This ensures efficient management of your recipient directory.
- Navigate to Doculan Dashboard and then Click Contacts section.
- Click on Add Contact.
- Fill in all required details such as:
- Full Name
- Email Address
- Mobile Number
- Other optional fields
- Click Add Contact to save.
- The contact will be successfully created and stored in the Doculan Storage.
Screenshot1:
---> The above Screenshot represent that how to Create Contact.
Demo Video:
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