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How to Create and Manage Contacts
How to Create and Manage Contacts

The Contacts module allows admins to manage employee contact information within the platform.

Emily Caldwell avatar
Written by Emily Caldwell
Updated this week

How it works

You can add contacts via three different methods:

  1. Connect with HRIS: Pull employee contact details from a payroll or HRIS system for streamlined management.

  2. Add Contacts individually: Add a new contact by entering their information manually.

  3. Bulk upload: Upload your own CSV to bulk add contacts.

Integration capabilities currently support a one-way sync, pulling employee contact details from a payroll or HRIS system for streamlined management.

Editing & Bulk Actions

Click the edit button to perform bulk actions, such as:

  1. Deleting multiple contacts

  2. Adding contacts to a live document

  3. Grouping contacts together

  4. Sending invites to contacts for creating an Employee Portal account

You can also view and edit individual contact details for more precise changes.

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