Docs
Docs

Contacts

The people you send documents to, kept in one list so you do not retype them.

How the list fills up

Whenever you send a document, its signers are added to Contacts if they are not there already. You can also add people yourself with New Contact: a name, and optionally an email, company and phone.

Contacts, with a signer added automatically after sending them a document

How to use a contact

When adding a signer to a document, start typing a name and pick the contact. In Send to Many, tick contacts instead of typing them.

How to edit or remove a contact

Use the edit and remove buttons on the contact's row. Removing a contact does not change any document already sent to them.

Bringing in contacts from SparkyContacts

If your organization also uses SparkyContacts, see Sync.