Manage your contacts
Last updated
Last updated
© Ascertia Limited 2024
SigningHub enables you to maintain a contacts list of your recipients. The individual and enterprise users can manage (Add, Edit, and Delete) their personal contacts, while the enterprise users can also view the enterprise contacts, as maintained by their enterprise admin. These contacts are available for selection when you need to add recipients in a template and/or in a document workflow. You can also create groups of these contacts as required.
Click "Configuration" then click "Contacts" under People options in Personal Configuration section.
Enterprise contacts will be listed in "Enterprise Contacts" section.
Click "Configuration" then click "Contacts" under People options in Personal Configuration section.
Personal contacts will be listed in "Personal Contacts" section.
Click "Configuration" then click "Contacts" under People options in Personal Configuration section.
Click "Add a contact" button.
Specify the contact's name, email, and mobile number in the respective fields. The specified contact name will be displayed on your Home screen when a document is received from this contact ID.
Click "Submit".
Click "Configuration" then click "Contacts" under People options in Personal Configuration section.
Select the desired contact and click "Edit" button in the right panel.
Edit the contact's name and mobile number, as required.
Click "Submit".
Click "Configuration" then click "Contacts" under People options in Personal Configuration section.
Select the desired contact and click "Delete" button in the right panel.
Click "Delete" in confirmation dialogue.
An enterprise user cannot edit or delete the enterprise contact(s).
When you delete a (personal) contact that is being used in a group, then the contact will be deleted from your contacts list, but not from the group.
The mobile number field against a contact is an optional field.
