Contacts

Save the people you send to often, and pick them from the list when creating a transfer. There are two kinds of contacts: personal and organization-shared.

1Types of contacts

Type	Description
Personal contacts	Visible only to you. You add, edit, and delete them yourself.
Organization-shared contacts	Visible to all members of the organization. Only administrators can add, edit, or delete them. Members can view them and pick them as recipients.

2Adding a contact

1. Choose “+ Add contact”

   Open the form from the top right of the Contacts screen.

2. Enter the type and details

   Type (personal / organization-shared), name, and email address are required. Company/organization and job title are optional. Only administrators can choose organization-shared.

   

3. Choose “Add”

   The contact appears in the list. Use the pencil icon to edit and the trash icon to delete.

3The list and editing

• “CSV import” lets you add many contacts at once.
• “CSV export” saves your current contacts as a CSV file.
• “Template” downloads a sample CSV for importing.

4Importing from CSV

Create the CSV in the following format.

Column	Content
1st	personal or shared (organization-shared)
2nd	Name
3rd	Email address

Only administrators can import rows marked shared. To avoid garbled text, save the file in the same format as the template.

5Using contacts in transfers

On the transfer creation screen, choose “Select from contacts” to add recipients from your address book. See Sending files for details.