Managing contacts for an application

Contacts relevant to the application are added here so they pull through to the appropriate documents via merge fields.

To add a contact

Select the +Add Contact button and choose from the existing list of contacts or create a new contact by selecting the “New” tab. Once a contact has been created, they will appear on the list of existing contacts.

To update a contact

Select the burger bar ( ) & Edit.

To remove a contact

Select the burger bar ( ) and then Remove.