Introduction
Contacts in OneDocx can be the Clients or fellow Solicitor. In this Article, you will learn how to add Contacts to Onedocx. For a quick start to working with OneDocx, we suggest starting with the "Contacts".
Add Contact
1-Click Contacts present on the left panel of OneDocx
You will be presented with Contacts Listing Page
2- Click '+' button to Add new record
In OneDocx you can add two types of contacts
- Person
- Company
3- Click on any of the above option, you will be presented with Person/Company Form, Enter Details about your Contact
Click Save
4- Contact form will be closed and your created contact will be available in Contacts Listing page
This is how you can add contact in OneDocx, for more information on how to Manage Contacts, Please follow our other articles and Video Tutorials