Contacts

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. 

Contact Card

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

  1. Go to the Contacts section in the Action menu
  2. Select the New Contact button
  3. 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.

Edit contact

  1. Click on the contact you want to edit
  2. Make changes in the contact details

All changes are automatically saved.

Delete contact

  1. Select the contact you want to remove
  2. Press Delete