International Contacts

🎯 Objective

Learn how to use the new International Contacts feature in netLex, allowing the registration, validation, and reuse of data for individuals and companies from different countries in an automated and secure way.

This article contains the sections:

• What is the feature?
• How does the feature work?
• Limitations
• Frequently Asked Questions

💡 What is the feature?

Previously, the contact system was focused on the Brazilian standard (CPF/CNPJ, national area codes, and zip codes). With the new update, netLex now offers an intelligent workflow to handle foreign contacts, eliminating manual processes and entry errors.

By selecting a country, the system automatically adapts the tax identification fields (such as RUT in Chile or RRN in Korea), as well as phone masks and location-specific addresses. This ensures that netLex is the single source of truth for your global contracts and contacts.
 

🛠️ How does the feature work?

The feature is natively integrated into the workflows you already know. Here is how to use it:

1. When filling out the information, access the country field in the contact registration.
   
   On the contacts screen:
   
   
   
   In the questionnaire:
   
   
    
2. Select the desired country. The system will immediately apply the corresponding validation mask for the tax registry and phone number.
   
   
   
   
   
    
3. Fill in marital status, profession, and other selectors, which are now open fields to accept international terminologies.
4. Save the contact. It will be available to be reused in other documents and questionnaires (Smart, Review, and Signature) without the need for retyping.
    

⚠️ Limitations

To maintain data integrity, there are some important rules:

• Unique Identifier: It is not possible to save multiple tax identifiers for the same contact (e.g., having both a CPF and a foreign registry simultaneously).
• Mask Consistency: The system prevents saving an identifier that is incompatible with the standard of the selected country.
   

❓ Frequently Asked Questions

• Do I need technical support to use this feature?
  No. The feature is intuitive and requires no technical effort from the client to be used in daily operations.
• What changes for new clients?
  New clients already start with the native global experience, with no distinction between Brazilian and foreign contacts.