Managing contacts

You can find contacts under "Collaboration > Contacts". Here you have a central overview of all saved contacts.

Adding contacts

You can create contacts manually under "Collaboration > Contacts > New > Create contact". Alternatively, multiple contacts can be imported simultaneously from an Excel list. Use "Collaboration > Contacts > New > Import from XLSX" for this.

Editing contacts

To modify an existing contact, open it under "Collaboration > Contacts" and click "Actions > Edit". Under the "Usage" section, you will find the checkbox "Update documents?". If you activate this checkbox, all changes to the contact will be automatically applied to all existing documents in which this contact is used. Without activation, the changes only apply to the contact itself, while existing documents remain unchanged.

Deleting contacts

To delete a single contact, go to "Collaboration > Contacts", select the desired contact, and click "Actions > Delete". The contact is removed from the contact list but remains noted in all existing documents.

Under "Actions > Replace and delete", you can delete a contact and simultaneously replace it with another existing contact. This is particularly helpful when a contact was created as a duplicate, a contact person has changed, or contact data needs to be consolidated. After selecting this option, choose a replacement contact. All documents using the old contact will then be automatically linked to the new contact. If you want to delete multiple contacts at once, open the overview table under "Collaboration > Contacts", select the desired contacts, and choose "Actions > Delete".

Please note that deleted contacts remain noted in existing documents. Only the entry in the contact list is removed.