Contact cards allow you to easily showcase points of contact and teams involved in an engagement! In the article below, we'll guide you through how to use these internally and externally, as well as how to customize them.

Each user in Dock automatically has a contact card created for them based on their profile information. You can override the information, if needed, but we recommend each person fills out their profile! That ensures the info is up-to-date and can save your teammates time.

Step 1: Click Settings on the lefthand nav bar.

Step 2: Complete your profile info and Save profile!

Step 1: Navigate to the appropriate workspace or template (make sure you're in editor mode).

Step 2: Select Add section > Contacts.

You can build contact cards for your own team or your customer

You can add in contact cards that already exist (your teammates with a Dock seat), a placeholder from a project role (this is typically a placeholder put within a template), or from scratch.

Once the card has appeared within the section, you can edit it in-line by clicking on the appropriate area of the card. Any edits you make will only reflect in this space!

Roll your mouse over the edge of the contact card to reveal a + button!

Click on the contact card to pull up the Settings panel. Here you can edit more advanced details such as the card and button design.

To remove a contact, simply click on that person's card and then select the Remove contact card text on the bottom right of the settings panel.

Click on the section overall to edit the entire contact card widget. Here you can add in your team logo and overall title for the contact card section. You'll also be able to customize the design (i.e. the background and border).