Contact Management

The Contacts screen (side menu) holds the people you already use as signers, yours and the company’s. From there you view, create and organize all your contacts.

Individual and company: the Company list only exists on company accounts; the individual account uses only the personal list. See Using Assin as an individual.

On this screen, you can:

• See at the top the number of contacts in each group: All, Personal, Company (company accounts only) and Favorites. Click one to filter the list.
• Search by name, e-mail or phone in the “Search by name, e-mail or phone” field. When filters are active, use the clear button to see everything again.
• Switch the view between List and Cards.
• See, for each contact, the phone, the type (Personal or Company), who added it (you or another person in the company) and how many envelopes have already used that contact as a signer.
• Copy the contact’s e-mail with the icon next to it.

The screen shows the first 100 contacts of each list. If you have more, use the search to find the rest.

Favoriting contacts

On your personal contacts, click the star icon (Favorite Contact) to mark one as a favorite. Click again (Unfavorite Contact) to remove it. To see only favorites, click Favorites at the top.

Creating a new contact

1. Click the New contact button.

2. In the Add Contact window, fill in:

• Name (at least 5 characters)
• E-mail
• Phone (optional). Without a phone, the contact can only be notified by e-mail, not by WhatsApp or SMS.
• Contact Type (company accounts only): Personal contact or Company contact.

3. Click Next.

Only company managers can create company contacts, which are available to all users of the organization. See Contact Types.

Other available actions

On each contact you can also:

• Replicate to Personal List: copies a company contact to your personal list (manager action).
• Delete Contact: removes the contact from the list, after a confirmation.

This makes it easier to organize and reuse contacts when sending documents. See how to use them in Using Contacts in the Envelope.

For more information visit our website https://assin.com.br/

See how simple it is, Assin?

Assin Digital Signature