Creating a Template Project
Start by setting up a Template Project in docu tools. This Project will serve as the basis for storing your Contacts.
To learn how to create a new Project, please read our article.
Navigate within the Template Project to the
Memberssection and then to theContactstab.Import Contacts via CSV: On the
Contactstab, you can Import Contacts via a CSV File to populate your Contact List and create a comprehensive database for your Projects.
Select the
...menu at the top right of the List.Import a CSV File with your Contacts.
A CSV Template File is available for download at the end of this article.
Update Contact List: When a new Contact is added, immediately add them to the Template Project.
Creating a New Project with the Template
When creating a new Project, first Copy the Template Project you created. Detailed instructions can be found in our article about Copying a Project.
In the Copy window, check the box for
Team membersand then the Function buttonAll.
Here you will find a List with all Contacts that have been Imported into the Template Project. You can easily browse all Contacts and select only those you need for the respective Project. Thanks to this streamlined process, you can tailor your Contact List to the requirements of the respective Project.
This procedure creates a central storage system for your Contacts in docu tools.