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Contacts

View and manage contacts who have accessed your documents.

Contacts

The Contacts section shows all viewers who have accessed your documents through verified gates. Every time a viewer provides their email or WhatsApp number to view a document, they are automatically saved as a contact.

Contact Types

Email Contacts

Viewers who provided their email address (and optionally verified it via OTP) when accessing a share link with Require Email enabled.

WhatsApp Contacts

Viewers who provided their WhatsApp phone number (and optionally verified it via OTP) when accessing a share link with Require WhatsApp enabled.

Contact List

The contacts page displays a table with all your contacts, showing:

  • Contact identifier — Email address or WhatsApp number
  • Type — Whether the contact is an email or WhatsApp contact
  • Last accessed — When the contact last viewed one of your documents
  • Access count — Total number of viewing sessions

Filtering Contacts

Use the filter options to narrow down your contact list:

By Contact Type

Filter to show only Email or WhatsApp contacts.

Show only contacts who accessed a specific share link.

By Document

Show only contacts who viewed a specific document.

By Workspace

Show only contacts who accessed documents through a specific workspace.

Search contacts by email address or phone number.

Sorting

Sort contacts by:

  • Last accessed date (default, newest first)
  • Other available fields

Toggle between ascending and descending order.

How Contacts Are Created

Contacts are created automatically when:

  1. A share link has Require Email or Require WhatsApp enabled.
  2. A viewer enters their email or WhatsApp number at the access gate.
  3. If verification is enabled, the viewer completes the OTP verification.
  4. The contact is saved and linked to the share link they accessed.

Contacts persist across sessions — if the same viewer accesses multiple documents, their activity is consolidated under a single contact record.

Contact Export

On the Business plan, you can export your contacts for use in external tools, CRM systems, or mailing lists.