Adding a contact is super simple — you can add them one by one or import many at once from a CSV file. Everything lives under "Contacts" in the top menu.
There are two types of contact:
Individuals - people. Each needs a first name, last name and a unique email address.
Organisations - companies and other entities. Each needs a company name, company number and type.
1. Open Contacts
Click "Contacts" in the top menu. You'll land on "All contacts".
Use the "All", "Individuals" and "Organisations" tabs to switch between contact types.
Search by name, or narrow the list with the "Status", "Organisation type" and "Tags" filters. Click "+ Filter" to add more.
Optionally, click the columns icon on the right to choose which columns you see.
2. Add a contact
Click the "+" button next to "All contacts" and choose one of:
"Create a new individual contact"
"Create a new organisation contact"
"Import individual contacts" (see section 3)
2a. Individual contact
Fill in First name, Last name and Email.
Optionally, add Phone, Company name, Id (your own reference), Status ("Active", "Prospect", "Lost" or "Deleted") and Language.
Optionally, set a "Default password for signing documents". Signers will need it to open documents you send them.
Optionally, add UK tax details — National Insurance Number (NINO) and Unique Taxpayer Reference (UTR).
Optionally, click the "+" next to "Addresses" to add an address.
Optionally, click "Select a folder" to choose where documents this contact signs are filed. See Filing of signed documents.
Optionally, fill in your Custom Fields at the bottom of the form.
Click "Save".
2b. Organisation contact
Fill in Company Name, Company Number and Type.
Optionally, add Business sector, Status, Language, Email, Tax ID, addresses and custom fields.
Click "Save".
3. Import contacts from a CSV file
Click the "+" button next to "All contacts", then "Import individual contacts".
Optionally, click "Example CSV" to download a template.
Drag and drop your CSV file into the box, or click it to choose the file.
Match your columns to our fields, then complete the import.
Your file needs firstName, lastName and email columns (emails must be unique). Optionally, include phone, companyName and id. Your columns can have different names - you match them up after uploading.
Good to know: the importer is for individuals only. Add organisations one by one.
4. Work with a contact
Click a contact's name to open it. You'll see four tabs — "Contact details", "Files", "Custom pricing" and "Activity" — and, on the right:
ID Verifications — the contact's identity checks.
Links — click the "+" to link this contact to another and choose the relationship Type (for example Director, Shareholder, Owner, Family or Partner). Linked contacts appear here for quick navigation.
Portals — every portal the contact has access to.
Tags — type in "Add a tag" to tag the contact.
Comments — notes for your team.
Click "Edit" to change the contact's details. The three-dot menu next to it offers "Activity Log", "Export to CSV" and "Delete".
Advanced scenarios
Note that you can do quite a bit more from the contacts list. You can:
tick several contacts and click "Message selected contacts" to email them in one go;
export one contact from its row's three-dot menu ("Export to CSV"), or everyone from the three-dot menu at the top right ("Export all contacts");
keep track of complex structures - directors, shareholders, family members - with links between individuals and organisations.
Next step: 6. Add your Services