The Contacts feature allows you to easily create and manage a list of individuals and companies you frequently send documents to, significantly speeding up the sending process.
How to Add New Contacts
To add contacts, use one of the following methods:
- Manual Entry: Navigate to the Contacts page, click + Contact, and manually enter the details of the individual or company.
- Bulk Upload: Use the contact upload feature. Download our Excel template, fill it out, and upload multiple contacts simultaneously.
- Automatic Save: When sending a document, any new recipient's information you enter will be automatically saved to your contacts.
You can create a list of companies you frequently interact with and include their identification codes.
- This helps you specify parties in the document attributes, ensuring all legal details are captured.
- Attributes allow you to search for documents based on a specific company name or identification code.
- You can link a specific contact person to their respective company for better organization.
How to Search and Organize Contacts
- Search Bar: Use this for quick searches by name or specific details.
- Filters: Find contacts by the creator or company information.
- Export: Download your entire Signify contact list for external use.