Create, Edit, or Delete Contacts - Fileinvite for Lending Help

This article describes how to add a new contact to your Contacts list, and how to manage existing ones.

Creating a New Contact

To begin, click the Manage Contact icon on the left, then select Contacts to view your Contact List.

• To add individual contacts, click Add Contacts. Alternatively, you can use the Import from CSV option to upload a CSV file and create multiple contacts simultaneously.

• When you select Import from CSV, a new window will appear where you can upload your CSV file containing the contacts' information. You'll also find a link to download a Contact Import Template, which serves as a guide for formatting your CSV correctly to ensure all contacts are uploaded successfully.

Editing or Deleting an existing Contact

To edit or delete a contact, you can click the three dots to the right of the contact to access options like View, Edit, and Move to Bin. Alternatively, you can click directly on the contact you want to manage.

• If you click on the contact or select View, you’ll be directed to the Contact View screen. To edit or delete the contact from there, simply click the pencil icon located at the top right of the contact information tab.

On the Edit Contact screen, you can update the contact details or delete it by selecting Move to Bin. Be sure to click Save Changes once you've finished making updates.

 Before you can move a contact to the bin, ensure that any open invites assigned to them are archived, and remove them from any draft invites.

You can also select multiple contacts at once to either Move to Bin or Add to Group by checking the boxes next to the desired contacts.

When you move contacts to the Trash Bin, they remain there for 30 days before being permanently deleted. Within this time, you can recover contacts by going to the Trash Bin tab, selecting the ones you want to restore, and either checking the box next to them or using the available options (like clicking the three dots) to restore them. This gives you a chance to recover contacts in case they were moved by mistake.