Our Contacts feature is a mini CRM that let's you maintain important information about your prospects, clients or staff. Each contact has a data sheet which can be customised to your requirements and it lets you look up portals a contact has access to and groups it belongs to. You can also set up links between contacts to keep track of complex relationships.
MyDocSafe contacts feature lets you keep track of client information, relationships between contacts and the portals they have access to, making it easy for you to manage even the most complex arrangements.
You can add contacts one by one or in bulk through a CSV file importer.
We have 2 types of contacts, Individual contacts (physical persons) and Organisational contacts.
Individual Contacts
Each individual contact in MyDocSafe needs to have a unique email address. First name and last name are also required. All other fields are optional.
Key features:
Contact card
The first tab in a contact is a Contact Card which contains basic information about the contact. Apart from basic contact information and contac status, you can set up two optional fields:
1. Default password for signing documents - if this is your preferred security measure
2. Linked folder for storing signed documents - if you would like to store all documents signed by this contact in a specific folder
Custom fields
The second tab in a contact contais user defined custom fields where you can create your own list of fields you would like to collect and store.
Links
Links allow you to create relationships between contacts to make it easier for you to keep track of complex personal and organisational relationships between your clients. Is a contact a shareholder, employee, director, partner of another? The links section will show you related contacts for easy navigation.
Portals
The portals section will show you all the portals to which a contact is invited.
Contact Groups
Add contacts to a Group if you distribute documents for approval to a list of users frequently (employees, shareholders, directors etc.) and do not want to add those users individually each time you send a document for signing. Once set up, you can use the name of the Group in the 'signee' field when sending a document. After you click "next" we will import all individual users who belong to that Group to save you time.
Note that you may need to select "Everyone signs a separate copy of the document" option in advanced esign settings, if you are distributing documents, rather than signing the same document in a round-robin fashion.
Organisational Contacts
Each organisational contact in MyDocSafe needs to have a unique name. All other fields are optional.
Key features:
Contact card
The first tab in a contact is a Contact Card which contains basic information about the contact.
Custom fields
The second tab in a contact contais user defined custom fields where you can create your own list of fields you would like to collect and store.
Links
Links allow you to create relationships between contacts to make it easier for you to keep track of complex personal and organisational relationships between your clients. Is a contact a shareholder, employee, director, partner of another? The links section will show you related contacts for easy navigation.
Portals
The portals section will show you all the portals which have the same name as the name of the organisational contact.
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