The Contact Book
Updated
Use the Contact book to save names and email addresses for client reviews, scheduled reports, and client upload links. Each workspace has its own contacts.
Open Settings > Contact book in the workspace you want to use. You need an Editor or Manager role, or organization Admin or Owner access.
Add a Contact
- Click New contact.
- Enter the person's Name and Email.
- Add a company, role, tags, or notes if you need them.
- Click Create contact.
Name and email are required. Notes can contain up to 2,000 characters. Use them for details such as review availability or language preferences.
You can also save a contact while adding a reviewer to a client review batch.
Use a Saved Contact
| Where | How the contact is used |
|---|---|
| Client review batch | Select the person as a reviewer |
| Scheduled client report | Select the person as a recipient |
| Client upload link | Select the contact associated with the link |
For a one-off reviewer or report recipient, you can enter their details without saving a contact.
Find and Edit a Contact
- Enter a name, email address, company, or tag in Search contacts.
- Click Edit beside the contact.
- Update their details and click Save changes.
Tags let you find related contacts. For example, search for a Legal tag to find the people who review legal wording.
Archive or Restore a Contact
- Find the contact in the Active list.
- Click Archive and confirm.
Archived contacts no longer appear in contact pickers. Their saved record stays available, including references from existing reviews.
To use an archived contact again, open Archived and click Restore beside their name.
Questions
Where is the contact book?
Open Settings > Contact book in the workspace. Editors, Managers, and organization Admins and Owners can manage contacts.
Does adding someone to the contact book give them access to Maeve?
No. Saving a contact stores their details without creating an account or granting workspace access.
What is stored on a contact?
A required name and email address, plus optional company, role, tags, and notes. Notes can contain up to 2,000 characters.
Where do saved contacts get used?
You can select contacts for client review batches, scheduled client reports, and client upload links.
Can I still type an email address instead?
Yes. You can enter a reviewer or report recipient without saving a contact.
How do I remove someone?
Click Archive beside the contact and confirm. To bring them back, open Archived and click Restore.