Adding Customer Contacts

Adding a Customer Contact

Step 1. Go to Contacts

Step 2. Press the   icon to add a new Contact

Step 3.  Add your customer's company name, address (optional) and the email address you would like to send dockets to for this customer

Step 4. Don't forget to press Save

If you'd prefer to bulk upload your Customer Contact list, you will need to enter your list using the Excel spreadsheet link here.

Once you've saved this Excel Spreadsheet to your computer, you can then log into your Docketbook account and follow the steps below.

Step 1. Go to Contacts

Step 2. Select the "box with the arrow pointing down inside" shown in the photo below.

Step 3. Go to "Choose File" and upload the Excel spreadsheet you created with your customer contact list.  Select "Next" and "Upload" to have all your contacts uploaded at once.

For more information on Contacts, read the Contacts Overview