Adding Contacts
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      3. Adding Contacts

      Adding Contacts from a Smart Q&A Form

      Learn how to add Contacts to the Contacts Database from a Smart Q&A Form.

       

      Party details that your enter into a Smart Q&A Form can be added to the Contacts Database so that they’re ready to use when you wish to create a document. This will save you time when it comes to drafting a document for returning clients or when you’re drafting more than one document.

      Topics covered in this article:

      Adding Contacts

      When you Save or Submit a Smart Q&A Form, Smarter Drafter will automatically ask you if you wish to save any contact information entered into the form. 

      Be sure to select the party details you wish to save to the Contacts Database and then press Save.

      Using Contacts within Smarter Drafter

      Party details that are saved in the Contacts Database can be used in all Smarter Drafter documents.

      Learn more about Using Contacts within Smarter Drafter.