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The simplest way to add a contact is through the Contacts page. Once created, you can invite them immediately or delay the invitation. Contacts with Not invited status won’t receive email notifications, allowing you to set up their profile first by uploading files or assigning forms.

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Create a contact

  1. Navigate to the Contacts page.
  2. Click on New contact and then Create contact.
  3. Enter the contact’s information. Companies (if enabled) are optional.
  4. Click on Create.

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Invite a contact

After creating a contact, two invitation paths are available depending on your configuration: If magic links are enabled:
  1. A share modal appears with three options:
    • Click Copy magic link to share the invite link manually
    • Click Email magic link to send an email invitation
    • Click Close to delay inviting (you can invite later from the Contacts page)
If magic links are not enabled:
  1. An invite modal appears with three options:
    • Copy the invite link manually and close the modal
    • Click Send email invite to email the invitation
    • Click Close to delay inviting (you can invite later from the Contacts page)