Create contacts and import them from your email service in seconds. Then, easily track which documents have been sent to the contacts you created.
Two types of contacts may appear in the contact list:
Organization - this contact type has an organization icon and can be edited only by a Supervisor or Workspace Owner. These contacts are visible to all teammates.
Note: Your teammates are also organization contacts, but no one, including the Workspace Owner, can edit or delete their contacts.
Personal - this contact type doesn’t have an organization icon and can be edited only by those who created them. These contacts are only visible to their creators.
Create contacts
1. To create a new contact, navigate to Manage contacts tab and select Add contact.
In the Add contact window, enter the contact’s personal and corporate information, and address details. Save your settings once finished.
It is also possible to import contacts from an email service or by using a CSV file. To do so, select Import contacts.
Next, in the Add contacts modal window, select the option you need.
When sending a document to an email, a new contact will be automatically created with this email. The new contact will also be available to the entire organization and will have an organization icon.
Editing these contacts will only be available to the Supervisors and Workspace Owners.
Manage contacts
Learn how to edit and/or delete your contacts. View contact details and documents that have been sent to contacts.
Edit and delete contacts
To edit contact information, select the three dots menu next to the contact you need. Then, select Edit contact.
To delete a contact, select the three dots menu next to the contact you need to delete. Then, select Delete.
Alternatively, select the checkbox next to the contacts you need to delete. Then, select Delete. This option also allows for deleting multiple contacts at once.
In the Delete contacts modal window, select Delete contacts.
Note: Deleting a contact will only delete it from the contacts list but won’t delete it from the workflow or bot settings.
Sort your contacts by name, email, or date of creation. It is also possible to locate the contact you need by using search.
View contact details and documents
Clicking a contact in the contacts list will open contact details along with the list of documents where this contact is a recipient.
Note: This option is available to all teammates who can send documents, create templates, and run workflows: Owners, Supervisors, Creators, and teammates with Admin and Fill and Share permissions.
You can also access this page from any workflow card by clicking the recipient email and selecting View contact details.
Send documents directly to your contacts
Easily send documents for each contact directly from the Contact page. Once you’ve added documents, the first step with the contact’s name will be automatically assigned to the contact and the contact's email will be added to the step. The fillable fields and fillable field tags that you add to your documents in the editor will be automatically assigned to the first step as well.
To send documents directly to your contacts, follow the instructions below:
1. When in Contacts, select the contact you need to send documents to. In the Contact page, select Send documents.
The modal window for adding documents will open. Select Add documents to add your first document.
Then, create or upload the documents you want to send to the selected contact.
Once you’ve added documents, the selected contact’s email will be automatically entered. On this page, you can choose another contact or change a contact’s email to a phone number if needed.
When ready, send the document to the specified contact by selecting the corresponding button.
Once sent, you’ll be redirected to the Contact page. To configure bots or add more steps for the document you've sent, select Convert to workflow.
