Access Contact Management Tools

Contacts can be added to the LOCKTERA User’s address book to enable easy access during secure file encoding. There are two ways to add contacts to your address book: manual addition or upload a .csv formatted contact file.

1. Click on Menu 

2. Click on “Address Book”

Add Multiple Contacts To Address Book Using CSV Upload

1. To add more than one new contact at a time click on the Import Dropdown.
2. Download the sample .csv file. Use this format to assemble New Contact Information for upload.
3. Click on the Browse button
4. Choose File
5. Click Import Contacts button

6. This is a sample of a .csv file ready for upload.

CSV File fields:
Email: required field
First Name: required field
Last Name: required field
Mobile Phone: Optional field
Company: Optional field. Data changes uploaded via CSV will over-write any existing User’s Contacts.

To learn how to export your existing contacts to a .csv file please follow these links:

Export Contacts From Outlook:

https://support.microsoft.com/en-us/office/export-contacts-from-outlook-10f09abd-643c-4495-bb80-543714eca73f#ID0EBBF=Windows

Export Contacts From Google and Android:

https://support.google.com/contacts/answer/7199294?hl=en-GB&co=GENIE.Platform%3DDesktop&oco=1

Export Contacts From Mac:

https://support.apple.com/guide/contacts/export-or-archive-contacts-adrbdcfd32e6/mac#:~:text=Open%20the%20Numbers%20app%20on,%2C%20or%20Numbers%20%2709%20file

Edit Contact

To edit Contact from the Address Book, follow the steps below:

1. Click the Edit Icon
2. Edit the Contact’s Email
3. Edit the Contact’s First Name
4. Edit the Contact’s Last Name
5. Edit the Contact’s Phone Number
6. Edit the Contact’s Company Name
7. Click Save

Search For Contact

To search for a contact in the Address Book, follow the steps below:

1. Enter the Contact Name in the search bar
2. If the Contact exists in the system it will appear