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.

This will automatically pull in your information:

You can edit your own contact card, or Edit Team to add/remove cards!

Step 1: Click on one of the existing cards or roll over the contact card section with your mouse and click Edit team. This automatically takes you to Your team.

Step 2: On the right hand side, select Add to the right of the name(s) you'd like to generate cards for.

The contact card should automatically populate.

Step 1: Roll your mouse over the outside box of the contact cards and click Edit Team.

Step 2: Under the Contacts section on the right-hand nav bar, click Remove.

Step 1: You can click Edit on any contact cards to change the information displayed.

Step 2: Click on the information fields to update or hide them from view.

You can also edit the layout of the individual card.

You can also customize how teams are displayed and contact card styles.

Step 1: Roll your mouse over the cards and click Edit Team.

Step 2: In the righthand bar, edit the company info, style, or card layouts: