Summary Table:
Action | What it Does | What to Remember |
Click "Signers" Tab | Takes you to the section for adding signers.🧑🤝🧑 | Make sure you uploaded your document first.📄 |
Click "+ Add Signer" | Prepares to add a new signer.➕ | This is the same button you'd click to add a new signer manually.✍️ |
Start Typing | Shows you a list of matching contacts.📝 | The system searches for contacts as you type, making it easy to find the right person.🔍 |
Introduction:
This article shows you how to add signers from your existing list of contacts instead of typing in their information every time. 😌
Steps:
Go to the "Signers" Tab: Click the "Signers" tab after you've uploaded your document. 👆
Click "+ Add Signer": Click the "+ Add Signer" button. ➕
Start Typing: Start typing the person's name. The system will look for matching contacts as you type. ⌨️
Select from the List: A table will appear with matching contacts. Click on the person you want to add. 🧑🤝🧑✅
Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. 🖼️