For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt
Manually add a contact to your Contacts Book
Maintaining an organized Contacts Book is essential for efficient communication and transaction management on Snapdocs RON (formerly Pactima). If you need to add a new contact manually, the process is straightforward.
<iframe src="https://www.loom.com/embed/864d14f4b52641e59f4f912aff9bbe27" width="100%" height="405" frameborder="0" allowfullscreen title="Manually add a contact to your Contacts Book"></iframe>
## Steps to manually add a new contact
1. **Open your Account dashboard**
- Click **Account** in the top right corner of your screen.
2. **Access the Contacts Book**
- In the account overview, find the card titled **Contacts Book**.
- Click the **Contacts Book** card.
3. **Start adding a contact**
- If your Contacts Book is empty, you will see a message indicating there are no contacts.
- Click **Add a Contact**.
4. **Enter the contact details**
- Fill out the contact form with the new contact’s information.
5. **Confirm the addition**
- After entering all required details, click **Confirm** to add the contact to your Contacts Book.
6. **Review your Contacts Book**
- Once added, you can view the new contact in your Contacts Book alongside any other contacts that were added manually or automatically.
## Important tips
- Enter accurate information to help ensure seamless interactions and transactions with your new contact.
- Regularly review and update your Contacts Book to keep it current with your business needs.