The Contacts section is where you can save your important contacts to be able to easily send documents to external recipients for viewing or signing.
What you enter in the Name, E-mail, Phone Number and Company fields will then be automatically pre-filled for this contact in the corresponding fields on the signing page while signing documents.
By specifying your contact’s preferred Language, you can ensure that they will receive all email notifications in their language. This is very useful when working with people from different countries, as it helps to overcome the language barrier and makes communication more efficient.
Add a new contact
- Go to the Contacts section in the Action menu
- Select the New Contact button
- Fill in the contact details
A new contact can also be added directly while sending a document for signing.
It will open the New Contact card where you can fill in the details just like in the previous case.
- Click on the contact you want to edit
- Make changes in the contact details
All changes are automatically saved.
- Select the contact you want to remove
- Press Delete
In Circularo Business and Enterprise, users can share their personal Contacts with other members of their organization or with entire teams.
To do so, pick the Share option from the dropdown menu next to your Contact.
A window will pop up where you can select recipients - either members of your organization or entire teams. Contacts cannot be shared to external recipients.
You can also choose whether the recipients get the right to edit the Contact with the Enable editing toggle.
Once a Contact is shared, all edits and changes will be visible to all its recipients including the author.
You will also be able to see a list of members and teams you've previously shared the Contact with and cancel sharing to any of them.
Documents shared with Contacts
To keep track of all documents you have shared with your contacts, click on a name in your contact list and all documents sent to that contact will be displayed in the Contact's Recent Documents section.