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 open a prompt that will allow you to enter and save the contact's 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”, “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.