Contact Types

When adding signers to an envelope, you can use your contact list so you don’t retype the same data every time. There are two types of contact.

Personal contact

The personal contact is visible only to the user who created it. It is ideal for storing people you send documents to often.

Personal contacts can be:

• Created manually on the Contacts screen, with New contact (see Contact Management)
• Created by saving a signer to the Personal list while creating the envelope (see Using Contacts in the Envelope)
• Copied from a company contact, with the Replicate to Personal List action
• Marked as favorites, to find them faster

Company contact

The company contact is shared with all users of the company, so the whole team uses the same list when sending envelopes. It only exists on company accounts and appears on the Contacts screen as Company.

This type of contact can only be created by company managers, which gives you more control over the shared list (see Collaborators and permissions).

In the list, company contacts show in Added by who registered them, so you know the origin of each one.

To create a company contact, choose Company contact in Contact Type when adding the contact, or Company list when saving a signer in the envelope.

Using contacts makes sending envelopes faster and more organized.

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