This article refers to how to add People Contacts. To learn more on how to add contact for organizations click here.

This article will walk you through on how to add contacts to Simple Sign in three different ways:

1. When sending a document

2. Manually

3. Through CSV import

1. When Sending A Document

When you add your recipient directly in the recipient field of a contract it will automatically be saved in Simple Sign. Fill in the required details and you are all set.

2. Manually

If you manually want to add contacts one by one without doing it directly when sending a document:

Open left menu -> "Contacts" -> "People" -> "Add Contact" -> Fill in information.

3. Through CSV Import

You can easily add your contacts from a saved CSV file if you have several contacts you would like to add at the same time. Note! Make sure your Excel-sheet is saved as .csv before uploading.

1. Open left menu -> "Contacts" -> "People" -> "Bulk Upload" -> "Select CSV".

2. Once your CSV has been uploaded the information you have provided will appear in different rows. Before uploading you need to assign the Column Name to the different rows. Once this is done, press "Save" and your contacts will be uploaded. See video down below.