Contacts (Only for V2 interface)

When you have a new person sign documents that you have sent out, a contact is made so the next time you send out to the same person and start writing the name or email address the interface will suggest similar contacts for easy and quick fill out.

Contacts are only for the V2 interface. If you do not have the new V2 interface please contact our sales department by clicking here and then on "Manage your subscription". Fill out the form and send it.

Only Administrators have access to create, update and delete contacts. However, users are able to turn off the storing contacts feature in their user settings.

Find contacts

Add a new Contact

Edit existing Contact

Delete Contact

Don't store my contacts

Find contacts

1. Click on Configure in the menu to the left.
2. Click Contacts.
   
3. You can now find Contacts.

Add a new Contact

1. Click on the Add Contact button
   
2. Enter a Name and Email address. You can also enter a Company name, however that is optional.
   
3. Click save once your are done.

Edit existing Contact

1. Find the Contact by either searching for it in the search field or going through the pages.
2. When you find it click on the small pencilto edit the contact.
3. Make your edit and click Save.

Delete Contact

1. Find the Contact by either searching for it in the search field or going through the pages.
2. Click on the trashcanto delete the contact.
3. Click Yes, delete to verify that you want to delete the contact.

Don't store my contacts

1. Click on Configure in the menu to the left.
2. Click Profile.
3. Untick the box that say "save new contacts by default"