The contacts area enables you to add contacts directly into Upsign for use in sending documents. This makes sending documents easier because you can choose contacts from your contact list, rather than having to enter them when you're creating a document. It also expedites the signing process by pre-populating contact information for recipients.
Note: When a recipient is added during the document creation process, they are automatically added as a contact in your contact list and can then be added from the contact list on future documents
Add a contact
- Navigate to the Contacts areas
- Click the Add Contact button
- Enter contact information. Name and email are required fields.
Tips: The contact title and company fields are used to help you differentiate and organize your contacts. All contact fields are also used to pre-populate contact information when signing a document. For example, if you've used the Company field on a document and the contact record has that value filled in, the Company field will automatically fill in for the recipient. They can modify it as needed.
