With the new Contacts feature, you can easily add and manage contacts to send signing requests more efficiently. These contacts are personal and not visible to others within your organization.
Navigate to the Contacts section in the web portal to get started⬇️
Managing Contacts in the Portal
Adding Contacts
Navigate to the Contacts section in the web portal.
Click on the Add Contact button.
Fill in the details:
Name and email address (required)
Company name and job title/department
(optional, visible only to you)Authentication and verification settings are automatically applied when creating a transaction.
Click Add Contact to save the contact.
Editing Contacts
Click on the three dots next to the contact you wish to edit.
Select Edit.
Modify the necessary details.
Click Save.
Deleting Contacts
To delete a single contact:
Click on the three dots next to the contact you want to remove.
Select Delete.
To delete multiple contacts:
Select the desired contacts using the checkboxes.
Click Delete.
Creating transactions
You can initiate transactions using your saved contacts in several ways:
From the Contacts page:
Find a specific contact by searching by name or email address in the search bar.
Click the send icon
next to a contact to directly navigate to the new transaction page with that contact's details pre-filledSelect multiple contacts using the checkboxes and choose Send Transaction to create a transaction with all selected contacts
From the new transaction page:
In the signer's email field, click the address book icon
to search for a saved contact. You can also search by email address here.Start typing the signer's email address and select a contact from the suggested options.
Our support team is happy to help you via chat or e-mail: support@signhost.com