Contact Types

During the envelope sending process, the platform allows you to use a contact list to make it easier to include signatories.

Contacts help speed up data entry, preventing the need to type in information every time a new envelope is created.

There are two types of contacts available on the platform.

Personal contact

A personal contact is visible only to the user who created it.

This type of contact is ideal for storing information for people you frequently send documents to.

Personal contacts can be:

• Manually created on the contact management screen
• Automatically created by saving a signatory as a contact while sending an envelope

Company contact

A company contact is shared with all users in the company.

This allows the entire team to use the same contact list when sending envelopes.

This type of contact can only be created by application administrators, ensuring greater control over shared contacts.

Company contacts also display information about who added the contact, allowing you to track its origin within the organization.

Using contacts makes sending envelopes faster and more organized.

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