How to use the contact book

You do not need to remember the details for previously used recipients. A contact book icon is displayed on the Send Page beside the email input for each signer. Clicking the icon generates a popup for searching your contacts, and it includes signers you already entered on the page.

Choose between a begins with with or contains search on the last name or email. You must enter at least one character to retrieve any results. Double-click on a contact or use the Apply button to enter the recipient’s details (first and last name, email, and phone number if you are using SMS verification) for a document or use the Apply all... option to apply the recipient’s details to all documents for that signer.

Legalesign users with access to the Admin tab will see a new option Contacts. Within this section, Admin users can review and remove contacts. The system is fast; even with thousands of contacts, searches take milliseconds.

Watch the below video to see how the contact book works, followed by a short demonstration on how admins can delete contacts: