👉Access the contact page

🎯 Purpose of this page

This page explains how to manage your contacts in Upmeet.

You will learn:

• where to find your saved contacts,

• how to add new ones,

• how to search for them,

• how they are used in shares and exports,

• 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:

• a first name,

• a last name,

• a email address.

1.2. What is it for?

The contacts you add become available for:

• sharing meetings,

• sending reports,

• exports,

• 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:

• their first name,

• their last name,

• their email.

2.2. What is it for?

• Finding a contact among a long list

• Quickly preparing a share

• 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:

• sharing a meeting,

• exporting,

• creating a mailing list.

3.2. How to add a contact?

1. Access the Contacts section.

2. Click on Add (at the top right).

3. A window appears: enter

   • the first name,

   • the last name,

   • 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:

• the report,

• the transcription,

• 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