How to add, edit, and remove signers from your list in the Bookipi eSign App

Learn how to manage your signer list and quickly select recipients when sending eSign documents with these simple steps.

Tap Settings in the lower-right corner of the screen.

Under the Customers section, tap ‘Manage customers’.

To add a customer or signer, tap the '+' button in the upper-right corner, enter the details, and tap 'Create'.

To edit details, select a customer or signer from your list, update the information, and tap 'Save'.

To delete a customer or signer, select them from your list, tap 'Delete customer', and confirm the deletion.

A: Yes.. You can add a new signer while creating a document or save them to your list for future use.

A: No. There is currently no option to import contacts from other platforms or apps. You’ll need to manually add your customers or signers.

A: No. Bulk deletion is currently not available. You’ll need to remove customers individually from your list.

A: No. Deleted customers cannot be restored. Once a customer is removed, the action cannot be undone.

Explore more guides to help you get the most out of Bookipi eSign on the Web.

Want to sign and send documents on the go? Download the Bookipi eSign mobile app to manage contracts, forms, agreements, and other documents anytime, anywhere. Check out our mobile app guides to get started.