New Look: Contacts And Teams

Contacts and Teams are a great way to keep you and your FileAssist account connected and organized. Instead of typing email addresses manually, import your contacts list from your email provider. First, export your contacts list to have the file for importing into your FileAssist account.

Table of Contents 

  • How to Create a Contact
  • Contact Settings
  • Team Settings
  • How to Create a Team

How to Create a Contact

1. Log into your account

2. Select the Hamburger menu on the right side.

3. Select Contacts and Teams

 

4. Navigate to the add contact button on the left.

 

5. Enter the desired information for the contact. (Note: Only the email address is required)

6.  Remember to Save & Close

Contact Settings

1. Contact: Under the contact tab you can enter or update a contact. (Note only the email address is a required field.)

2. Home: This tab allows you to enter additional information for your contact. (These sections are optional)

3. Work:  Allows you to enter any work-related information for your contact. (These sections are optional)

4. Team: You can use Teams to organize a larger number of users into a smaller more manageable group.

5. Details: Will tell you who owns the contact as well as let you add additional notes for the contact. (These sections are optional)

6. Add Photo: You can personalize contacts by adding an image or photo to the contact. (These sections are optional)

7. Contact Information: This is where you would add contact information such as address, email, and phone number.

8. Alternate Email Addresses: If your contact has another email address you can add it here. (These sections are optional)

9. File-Assist Username: If your contact is a File-Assist customer, you can add their user name here. (Optional)

10. Allow users to view this contact: Allows other users on the account to see the contact, but doesn't allow them to edit the contact

11. Allow users to edit this contact: This allows other users on the account to see the contact and it allows them to input additional information.

12.  Save and Close: Saves the entered contact information and closes the contact window.

13.  Save and Add Another: This button will save the current contact, and then it will take you back to the beginning so you can add additional contacts.

 

 

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How to Create a Team

1. Log into your account

2. Select the Hamburger menu on the right side.

3. Select Contacts and Teams

 

4. Navigate to add Team

 

 

5.  Enter the name and settings that you want for the New Team

 

6. Add the Members to the Team

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7. Your Member will be added to the Team.

8. Now just save and close. The new member will be added to the Team

Team Settings

 

1. Details: This is where you access your settings for your Team. You can enter the name, what type of contact, if others can see, or if others can edit the team.

2. Members: Allows you to see and edit what users are on the team.

 

3. Enter a name for your team: Where you can enter the name of your team (Example Team 1, Team 2 etc.)

4. Type: Allows you to distinguish if this is an email contact or a File-Assist user.

5. Sharing: This is how you control who can view and edit the Team.

6. Save and Close: Saves the entered information and closes the Teams window.

 

 

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