Registering Contacts

Using the “Contacts” function allows you to load “recipients registered in advance” when sending documents.

This reduces the time and effort required to enter the same recipient information numerous times when sending multiple documents to the same recipient, like in the following cases.

• Ongoing trade with the same business partner

• Always include your superior when sending documents to a business partner

   

Operation method

 

Registering new contacts

1. Click your name at the top right → click “Go to Management Screen” to enter the Management Screen.

2. Select “Contacts” from the side bar, and click the “Add a contact” at the top right.

3. Enter the contact’s information (email address, name, company name) and click the “Save” button to register the contact.

 

 

02 Specify routing order > Add recipient

Contacts you have registered can be searched and selected when specifying recipients.

 

Precautions

• Information of recipients to which you have previously sent documents is automatically added to “Contacts.”

• Contacts you have already registered can be edited or deleted using “Edit” or “Trash” shown on the right of the applicable contact.