Manage contacts

In MANAGE CONTACTS you can add new contacts to the contact list and edit existing ones.

Contacts overview

The contacts list provides an overview of the existing contacts. Contacts have multiple columns:
  • NAME: the full name of the contact.
  • EMAIL: the e-mail address of the contact.
  • ATTRIBUTES: the attributes of the contact.
  • SCOPE: the scope that is assigned to the contact.
  • LAST LOGIN: the last time the contact has logged in.

Add contacts

Contacts can be added manually or automatically.

Manually

To add a contact manually, follow these steps:
  1. Open the USERS tab.
  2. Open the MANAGE CONTACTS tab.
  3. Select Add Contact.
  4. Define a name for the contact.
  5. Define the email address.
  6. If needed, define a scope for the contact. Options:
    1. All Scopes: if you select this option, the contact has access to all scopes. This means that the contact doesn't have any restrictions for accessing files.
    2. Any other scope: if you select this option, the user only has access to the files of the selected scope.
  7. If needed, add one or more attributes. Attributes can be used to identify a participant in an approval flow. See Attributes in Start Approval node for more info. To add an attribute:
    1. Enter an attribute name.
    2. Select +.
  8. Select Save.

Automatically

In some cases, contacts are added automatically to the contacts list.

Example

If you invite a user that is not known to the system to view a file (see Invite Users To PROOFSCOPE for more information), the email address is added automatically as a contact.

Edit contacts

When the contact is added to the list, you can edit it according to your needs. To do so, hover with your mouse over the contact and select Edit.

Filter contacts

You can filter existing contacts by NAME, EMAIL and SCOPE. To do so, enter a query in one of the column headers.

Sort contacts

You can sort existing contacts by NAME, EMAIL, SCOPE and LAST LOGIN. To sort contacts, select the corresponding column header.