Contact information can be stored and re-used to save you time when creating new documents.
1. Creating a Contact
There are 2 ways to add contacts in IncoDocs:
Way 1: From the Contacts Screen:
- Go to Contacts in the main navigation bar to the left
- Click New Contact or click Import if you wish to import a list of contacts from a file
Please note: For more information on importing contacts from a file including how to format your CSV file and map columns, check out our dedicated article: Import Contacts from a CSV File.
Way 2: From within a Document:
- Click on the contact select field on the document
- Select Add new contact
2. Adding Custom Fields to Contacts
You can click the 'Additional Fields' tab to add any extra fields to a contact. This can be used to insert a Business Registration ID Numbers, Economic Operator Registration and Identification (EORI) Numbers and more, to save them against a contact.
Note: Custom fields will automatically be displayed on the document once added.