SigningHub allows you to import contacts in bulk using a CSV file. The file must have the valid email addresses of each contact. This is a smart way for individuals and enterprise users to add multiple contacts into SigningHub through a single click. SigningHub supports:
The "Primary Email", "E-mail Address", and "Email Address", to read the email address from the CSV file.
The "Mobile Number" header to read the mobile number of the contacts.
Click "Configuration" then click "Contacts" under People options in Personal Configuration section.
Click "Bulk contacts" button.
Select the required CSV from your system and click "Submit". All the contacts (with valid email addresses) that do not currently exist in your SigningHub account, will be added from the CSV file.
There are multiple ways to get a CSV file. You can create a CSV file using any word processing, database, spreadsheet or text edit applications. When creating a CSV file, the first row must be the header row that shows the field names for the file. Each subsequent row can then represent a unique user email id along with the user's names (i.e. first name and last name).
A CSV file should contain the following information:
"Email Address" to input user's email id. It is a mandatory column header.
"Last Name" to input user's last name. It is an optional column header.
"First Name" to input user's first name. It is an optional column header.
"Mobile Number" to input user's mobile number. It is an optional column header.
You can also export your contacts (in a CSV file) directly from Outlook, Thunderbird, or any other email service provider. Since SigningHub is mainly concerned with the email column header of a CSV file, therefore three types of headers are supported, i.e. Primary Email, E-mail Address, and Email Address.
You can edit any content inside a CSV file as required.
In case the contact names are specified in a CSV file (i.e. First Name and/ or Last Name), they will be populated accordingly in the name fields of a contact.
In case a contact name is not specified in any name field, then the contact username (portion of email address before the "@" symbol) will be shown as contact name.
The rest of the column headers inside a CSV file are not related to SigningHub, so they will be ignored when you import the file.
The CSV file being used to import contacts in bulk must have the valid email addresses of the contacts. SigningHub supports three different types of email headers for use in a CSV file, i.e. Primary Email, E-mail Address, and Email Address. You can export your contacts (to a CSV file) from Outlook, Thunderbird, or any other email service provider that supports these email headers.
To populate the contact's name field, SigningHub looks for the name fields within the CSV file, i.e. First Name and Last Name, and combines them. If the contact name is not specified, then the contact username (portion of email address before the "@" symbol) will be shown as contact name.
To populate the mobile number field, the "Mobile Number" header is supported with in the CSV file, for reading the mobile number of the contacts.
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.
