Adding a Contact

Depending on your plan, and if contact management is enabled, contacts are automatically saved to your account when you send a signature request. This makes it easy to find and reuse contacts for future requests.

You can also add contacts manually, upload multiple contacts at once, or allow the AI agent to retrieve contact details from your connected applications.

Add a Contact Manually

To add a contact:

1. Log in to your account.
2. Go to the Contacts page.
3. Click Add a Contact.
4. Enter the contact’s details, such as: - Full name - Email address - Telephone number - Other available contact information
5. Click Save.

The contact will then be saved to your account and can be retrieved when you need to send future signature requests.

Add Contacts in Bulk

If you need to add multiple contacts, you can upload them using a CSV file.

1. Go to the Contacts page.
2. Click Upload from CSV.
3. Select your CSV file and upload it.

You can upload up to 300 contacts at a time.

Your CSV file must contain the following column headings:

• name
• email address
• telephone

The telephone field can be left blank if you do not have a telephone number for a contact. However, the telephone column must still be included in the CSV file.

Tip: Make sure the column headings match the required headings exactly to ensure your contacts are imported correctly.

Find Contacts from Connected Apps

The AI agent can also retrieve contact details from supported applications that you have connected to your DocEndorse account. For example, you can connect Microsoft Outlook or Google People, allowing the AI agent to search your connected address books when preparing a signature request.

This means you do not always need to manually add a contact to DocEndorse first. You can simply provide the AI agent with information about the person you want to contact, such as their name, and the agent can search your connected applications for matching contact details.

For example, you could ask:

“Send the tenancy agreement to Sarah Jones for signing.”

The AI agent can search your connected contacts, identify the relevant Sarah Jones, and use the available contact details when preparing the signature request.

Access to contacts from connected applications is subject to the permissions granted when the application is connected. Where applicable, the AI agent uses contact information on a read-only basis and does not modify your contacts in the connected application.