Documents Sent For eSignature

How to use the Contact Page

Admin users can create new contacts, edit, or delete existing ones using the Contacts page. This page also stores the existing Contact details of all recipients sent a document from your Team.

Click your team name on the top left of the screen, click on the cogwheel icon on the right of the dropdown menu to visit the Group Settings page, and then click Contacts.

The search bar on the top of the page can be used to search for Contacts. You can search for any string of characters located in a name or an email address.

Click on the button to the right of the search bar to add the details for a new contact.

Click on the ⋮ icon next to Contact to modify it or delete it.

Contacts can be allocated to a document by using the Contact book available on the Send Page.