The role of document management in crafting a seamless customer journey
How to manage your contacts
In order to be able to send links with restricted access we have a contact list management feature in our system.
Contacts management is performed on the page - Contacts.
All you need to add a new contact is to click on the Add a new contact button and then fill out a form with several fields.
Once the contact is created - it will appear for selection in the form of creating a private link.