Client Manual > Features > My Address Book

My Address Book

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My Address Book

Address book allows you to store and manage contact information of your clients, CPA, and other professionals concerned in one central location. Each contact entry consist of a few standard fields such as: name, email address and company name.

 

You can use the Address book in Docsvault to look up and select names, email addresses when you address email messages via:

 

- Docsvault Quick Email

- Email Template

- Public share link

 
The Address book feature is available in both the Desktop Client as well as the Web Application.

 

Adding Users in Address Books

 

To add a user in your Address Book, select Tools > My Address book.

 

 

add-address

 

Name: Enter name of the recipient.

Email: Enter email address of the recipient.

Company: Enter company name of the recipient.

Visibility: You can share your contact info with internal users or add personal contracts without sharing it with others.

Click Save to save the new contact in the Address book.

 

Whether you are in the office, on the road, or working from home, the Address book gives you easy access to the people you want to reach.  An auto-complete list will be displayed with suggested names and e-mail addresses as you begin to type them in the To and BCC fields while sending email messages from Docsvault using above mentioned options. These suggestions are possible matches from a list of names and e-mail addresses from the Address book.

 

address-book-1

 

 

Manage Address Book

 

Manage Address book option Tools > My Address Book allows you to manage and view list of email addresses created and shared by you with other users.

 

You can easily locate the contact information you need by using Find option.

 

 

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