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Creating a Contact

See how to create a new contact in Docketwise

Allie Melhem avatar
Written by Allie Melhem
Updated over a week ago

To create a new contact, start by clicking the Create New button.

After clicking the Create New button, click the option for Contact. From there, you will be prompted to enter the information for the contact.

You may indicate whether the contact is a person or a company by selecting the correct button. Once you have done so, you will fill out the name of the person or company and click the Create Contact button.

You will be able to edit and update the information after the contact is created.

After clicking the Create Contact button, you will be taken to your new contact's overview page. Here, you can edit and enter any additional information. To do so, simply find the fields that you would like to update by browsing through them or searching for a specific field.

Once you have found the field that you would like to update, click the pencil icon to the right of the field.

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