Adding A Contact
Every time a signature request is sent out, our system automatically saves those contacts in your account so that they can be easily retrieved by you at a later date. Nevertheless, you are also able to add contacts manually through the use of our Contacts page.
To add a contact, simply click the add a contact button, and you will open a prompt that will allow you to enter and save the contact's details includding a full name, email address, and telephone.
You can also add contacts in bulk by simply clicking the upload from the CSV option. This will allow you to upload a CSV file with up to 300 contacts at one time. There are specific requirements for the headings in the CSV file. There must be a "name", an "email address", and a telephone column. The telephone column entries can be left empty if you do not have the contact's telephone number, but you must have the heading.