Add contact or signer

Learn how to specify the different contacts of a person

We have 10 default contact types (and an additional 'other' category) you can add to a person:

• Accountant
• Asset Manager
• Auditor
• Contact Person
• Family Officer
• Legal Advisor
• Notary
• Private Banker
• Signer
• Tax Advisor

Before adding a contact person, you must first create the person in Corporify and provide essential contact information including their email address and phone number. Click 'here' to find out more information.

Below you can find a step by step guide on how to add a contact.

For detailed instructions, click 'Start tutorial' below.