Contacts
🎯 Purpose of this page
This page explains how to manage your contacts in Upmeet.
You will learn:
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where to find your saved contacts,
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how to add new ones,
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how to search for them,
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how they are used in shares and exports,
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how they integrate with the rest of the Upmeet experience.
Contacts are essential for effectively sharing your meetings and reports.
📇 1. What is the Contacts section?
1.1. Definition
The Contacts section groups all the people you have saved in Upmeet.
Each contact includes:
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a first name,
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a last name,
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a email address.
1.2. What is it for?
The contacts you add become available for:
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sharing meetings,
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sending reports,
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exports,
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mailing lists.
They allow you to more easily send your meetings to your team, clients, or partners.
🔍 2. Search for a contact
2.1. How does the search work?
At the top of the Contacts section, a search bar allows you to quickly find a contact by:
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their first name,
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their last name,
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their email.
2.2. What is it for?
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Finding a contact among a long list
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Quickly preparing a share
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Checking if a contact already exists before creating a new one
➕ 3. Add a new contact
3.1. Why add a contact?
To be able to quickly select it when:
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sharing a meeting,
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exporting,
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creating a mailing list.
3.2. How to add a contact?
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Access the Contacts section.
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Click on Add (at the top right).
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A window appears: enter
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the first name,
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the last name,
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the email. 4. Click on Save.
The contact immediately appears in your list.
📬 4. Where do your contacts appear?
Once added, your contacts can be selected in:
✔️ Meeting share
You can send:
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the report,
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the transcription,
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a share notification.
✔️ Export
When exporting to Word or PDF, you can choose who will automatically receive the file.
✔️ Mailing lists
Contacts can be grouped to create thematic lists (e.g. product team, executive committee).
🛠️ 5. Managing contacts in other sections
5.1. Meetings
When you share a meeting, you can select the contacts added here.
5.2. Exports
The export allows you to directly send documents to the contacts of your choice.
5.3. Mailing lists
Your contacts serve as a basis for creating automated sending groups.
📘 Summary of Contacts features
| Function | Description |
|---|---|
| Show contacts | See all the contacts you have saved |
| Quick search | Find a contact easily via first name, last name, or email |
| Add a contact | Create a new contact available throughout the application |
| Use in meetings | Sharing, exporting, automated broadcasting |
| Use in mailing lists | Create sending groups to save time |